In his annual letter to CEOs, he said BlackRock will keep a close eye on how companies are responding to the growing backlash against the impact of globalization and technological change.
And passive once again clobbers active.
While most of the money went into index funds, $50 billion flowed into active funds that buy bonds or a mix of stocks and bonds.
Bid/ask spreads fall as volume rises.
Oakmark's David Herro takes his third award in the international stock fund category
Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect
Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.
Liquidity and indexing issues figure into the small number of fixed-income funds in this space.
Expenses, overseas funds, bonds all bogged down performance. But what is the takeaway for investing in 2017?
Funds that have historically outperformed the market still suffer outflows when they stumble — even a little bit.
Only Vanguard and Dimensional Fund Advisors saw net inflows in November.
Make sure you know what you're getting before you take a ride.
A few are just a bit smarter than the average.
New T shares would feature a uniform 2.5% front-end load and a 0.25% trailing 12-b(1) fee.
Biotech, healthcare, banks and energy look to benefit.
Riding out the short term for the longer-term upside.
Value, currency and momentum favor the category.
The company, which manages money through Calamos Investments, reached an agreement to be acquired by two executives for $8.25 a share in cash.
Experiencing poor performance of late, the investment serves as a useful hedge against stock, bond downturns.
