Results for "index funds"

Displaying 293 results

Sort: Date | Relevance

Author:

BlackRock adds fuel to smart beta debate in push for exotic bond strategies

February 23, 2015

A new BlackRock Inc. fund being promoted as the money manager's first foray into bond-based “smart” beta is further blurring the hotly debated definition of a term that's driving advisers into exotic investment strategies. The world's largest...

Alternatives are earning their keep in 2015

February 10, 2015

The U.S. equity markets have calmed down since the rocky start to 2015, but as hedge fund indexes start rolling out January performance data, the numbers are showing how using alternatives to diversify makes sense. In a month that saw the S&P...

After Bill Gross, Pimco Total Return performance is back at the top

February 9, 2015

When it comes to performance, at least one influential third party says Pimco is back on top. At the end of January, Morningstar Inc. raised its star rating on Pimco Total Return's institutional share class, PTTRX, to the highest-possible mark,...

State Street, facing historic redemptions, slashes ETF prices

February 3, 2015

State Street Corp., whose ETF lineup saw the largest redemptions in history last month, on Tuesday aggressively cut its prices on nearly a third of its funds. The Boston-based custody bank is one of the early pioneers in building exchange-traded...

Fund managers warned on exotic ETFs

February 3, 2015

Smart beta, the increasingly popular index-investing strategy, is drawing fresh scrutiny from industry analysts and regulators who say new products need to be better tested before earning a place in investor portfolios. The funds, which straddle...

Want to build a better portfolio? Consider smart beta strategies

February 1, 2015

There's no question that smart beta strategies have captured headlines as well as the attention of investors and advisers, but do they have a place in your clients' portfolios? And, more importantly, how might you adjust your asset allocation...

When underperforming the S&P 500 is a good thing

February 1, 2015

As financial advisers roll through annual client reviews, many will face the task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year. Fact is, a truly diversified investment portfolio...

Smart beta booming despite a name everyone hates

February 1, 2015

Say what you will about smart beta, but, please, do not call it smart beta. With few exceptions, true believers in the fast-growing hybrid of active management and passive investing are adamant that the strategy in general needs a better name....

Vanguard warns advisers on stock risk in client portfolios

January 28, 2015

Investors are taking a level of risk not seen since 1999 and 2007, and financial advisers should restrain the impulse of clients to boost sagging returns. Martha G. King, who oversees Vanguard Group Inc.'s adviser-sales division, said investors...

It's getting easier to tell good stocks from bad

January 26, 2015

You didn't have to be a genius to make money in equities the last two years. Buy an index fund and let the bull market guide you to a 44% gain. Most money managers who actually pick stocks couldn't match the S&P 500 Index, let alone beat it....

The next thing to worry about: Investor overconfidence

January 23, 2015

The down side of a multi-year bull market in stocks is that investors stop worrying so much about financial security. Sometimes, a little fear is a good thing. A credit card is not a long-term backup plan With crude oil at around $46 a barrel,...

Little incentive to use 529 plans under Obama proposal

January 21, 2015

The way Americans save money to send their children to college would likely change under proposals President Barack Obama alluded to in his State of the Union address Tuesday. The tax benefits of the nation's 529 college savings plans and Coverdell...

Europe and Asia may be a mess, but long-term investors can find opportunities there

January 16, 2015

The U.S. economy and equity markets might currently be considered among the strongest in the world, which could represent the perfect opportunity to zig when so many other investors are zagging. As contrarian moves go, there's nothing quite...

Fed confidence in the U.S. economy starts to wane

January 15, 2015

The Fed's general and persistent optimism about the U.S. economy lets in a hint of concern over oil prices and consumer spending. Rate hikes? They'll keep us guessing. Optimism that the economy could shift to a somewhat higher gear Hats off...

Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

January 14, 2015

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach. “All the job growth from 2007 until today can really be attributed...

iShares says not so fast on passive investing winning the day

January 13, 2015

The success of exchange-traded funds is incorrectly being interpreted as a victory for passive investing, according to executives at BlackRock Inc.'s iShares, which won a third of the U.S. ETF industry's record $242 billion haul last year. Instead,...

Utility, consumer stocks can play defense when market volatility spikes

January 12, 2015

With the price of oil falling and stock market volatility climbing, extra emphasis on portfolio defense might be in order, at least for the near term. “I don't think this will be the way it is all year, but if you're expecting more volatility...

Hedge fund employees enjoy the fruits of their labor

January 9, 2015

Hedge fund employees enjoy the fruits of their labor, even if that labor didn't bear much fruit. Average compensation at $368k Pimco and JPMorgan add their seal of approval by jumping on the smart beta bandwagon. The fundamental-indexing category...

Supreme Court may weigh in on iShares case

January 9, 2015

The Supreme Court has been asked to consider a case involving claims that BlackRock Inc. retains too much of what it makes for lending securities held by its exchange-traded funds. Two clients of the popular iShares ETFs recently petitioned...

Advisers preach calm, buckle in as markets bounce

January 8, 2015

Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments....

« Previous PageNext Page »

1 ... 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.