Displaying 64 results
What’s the biggest risk for ESG investing? Ignoring it
Investment professionals and true believers gathered in New York to explore investment opportunities in this growing space
Fixed income is still a mystery to many investors
A survey shows many Americans admit to having little knowledge about various fixed-income securities and how to invest in them.
Green bond market just getting started
ESG bond funds provide a new channel of investing for socially conscious clients.
Passive investing hasn’t taken over the world
Mutual funds and ETFs have a high public profile, but they are only a small part of the investing universe.
Fixed income investing: the active advantage
Active fixed income strategies may offer more benefits to investors than passive index strategies
Are advisers investing client assets in Bitcoin?
The popularity of cryptocurrencies is gaining steam, with large industry players ramping up offerings tailored to institutional investors, but growing investor demand is expected to soon spill over to financial advisers.
Seeking small-cap value in a momentum-driven market
Fed moves are among the factors that could put an end to the rally in small caps.
Small-cap stocks unfazed by trade tensions
But an all-out trade war could change everything
Late to the alternative-investment party
JPMorgan is slashing its minimum on alts at a point when such investments are likely to see more modest returns.
All that smart beta can obscure the big picture
Every factor involves uncertainty, regardless of whether it works during a certain period.
What advisers should tell clients about the inverted yield curve
Moves in Treasury yields are flashing yellow right now, but not yet red.
Will global macro finally shine?
Such funds may be poised to shine as the market cycle shifts from calm to increasing uncertainty.
Riskiest funds fare best over time — but can you keep clients in them?
30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.
Use tax management with retirement accounts
Not all investments belong in a 401(k).
Emerging market funds are powered by tech stocks
Should clients be concerned about funds' big holdings of Chinese technology stocks?
Trump tariffs might not mean much for portfolios now
But investments could be affected if the president's move sets off a trade war
The good and mostly bad of rising interest rates
While bond prices are falling, higher interest payments cushion the blow.
Don’t overlook funds that lagged S&P 500 in 2017
Well-known funds were tops in their categories, but unloved on Wall Street.
Outlook 2018: Fund companies weigh in
This year looks good — but not great — for stocks and bonds, barring a spontaneous collapse in prices.
ESG investing: Assessing the ‘E,’ ‘S’ and ‘G’
Mutual funds that invest based on environmental, social and governance factors are all the rage. But is one factor more critical to performance?
