A portfolio of exchange-traded funds is one way to avoid the high fees that come with some of Wall Street's products, and can help avoid the wolves of Wall St.
Offerings are attractive because the U.S. dollar is expected to rise against other currencies as the Fed tapers bond-buying program, eventually pushing up interest rates.
Mike Avery knows markets and history—that much is clear. The executive vice president of Ivy Investment Management Company and co-portfolio manager with Ryan Caldwell of the Ivy Asset Strategy Fund (WASAX) has an encyclopedic grasp of what's happening now, what came before and the proper context for investors. His viewpoint can help provide clarity for investors, especially in the current topsy-turvy environment.
<i>Breakfast with Benjamin:</i> Janet Yellen's Fed is sticking with tapering but more econ data today could change the conversation. Plus: Stocks are down big so is it the overdue correction? And Japanese stocks fell 4% overnight, the case for index funds, BofA rate traders see smaller bonuses, and tracking short sales.
Two companies filed this week, seeking funds that don't report daily.
In partnership with SSgA, mutual fund giant dips toe into active-ETF arena.
On paper, the AdvisorShares Trim Tabs Float Shrink ETF (TTFS) looks like the perfect means of tapping into the supply-and-demand fundamentals of the stock market. And based on last year's 42.4% gain, it would appear the 27-month-old, $105 million ETF is actually on to something.
In the wake of Mohammed El-Erian's departure from Pimco, <i>InvestmentNews'</i> editor Fred Gabriel sat down with senior columnist Jeff Benjamin to discuss what this shift of power may mean.
Pacific Investment Management Co. has joined with London-based exchange-traded products provider Source UK Services to offer the first actively managed ETF focused on covered bonds.
State Street Corp., the second-biggest provider of exchange-traded funds, plans to introduce actively managed Systematic Core Equity, Growth Equity and Value Equity ETFs.
<i>Breakfast with Benjamin:</i> Fed tapering, Apple's dismal results, an emerging markets opportunity, and why even the Winklevoss twins are distancing themselves from Bitcoin.
Move comes a week after Market Vectors launched identical product
Our own behavioral finance expert has decided to join the crowd and offer a list of forecasts for the year ahead.
Underperformance leads large client to pull big money from firm's oldest fund.
Pimco's co-chief investment officer Mohamed El-Erian will be taking the reins of the firm's $3 billion multi-asset fund that has underperformed since its launch in 2008. That should help - the fund is based on a book he wrote.
Mutual fund giant seeing fees, assets decline but 401(k) business strong
<i>Breakfast with Benjamin:</i> Private equity giant KKR finds expanding beyond the HNW crowd is not so easy and shuts two retail-focused funds. Plus: Gold jumps on Yellen preview, fund manager changes lead to Morningstar updates, Barclays cuts 12,000 jobs, and another day, another Obamacare delay.
