Results for "index funds"

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Advisers punished for diversifying globally

January 8, 2015

As mutual fund investors have warmed up to investing outside the United States, financial markets have punished them for doing so. After 2013 paid those investors a handsome gain (“foreign large blend” funds as tracked by Morningstar Inc....

ETF managers, bringing in historic levels of cash, still preparing for a bear

January 6, 2015

Even as U.S. stocks notched their sixth straight year in the black in 2014, investors weren't the only ones to ask when the music would stop. ETF managers, whose mostly index-tracking products will follow the market down just as they followed...

U.S.: The global economic bright spot

January 6, 2015

As we embark on a new year, the United States is the brightest spot in the global economy. The U.S. recovery, now in its sixth year, has transitioned to a more robust phase, leading to our most positive outlook in almost 10 years. U.S. strength...

Financial adviser sentenced to 51 months for ripping off elderly clients

January 6, 2015

Stealing from more than two dozen elderly clients gets a Bellingham, Wash.-based financial adviser a 51-month prison sentence. Being barred from working with clients in 2005 didn't stop Jeffrey Knutsen from ripping off his clients Don't miss...

Nasdaq acquires top RIA in 'smart beta' play

January 5, 2015

Nasdaq, one of the top builders of the indexes backing ETFs, said Monday it would acquire an investment advisory firm that specializes in souped-up “smart beta” benchmarks. The Nasdaq OMX Group Inc.'s $225 million cash-and-debt deal for...

Latest twist in robo-advice: Actively managed funds

January 5, 2015

Schreiner Capital Management is turning up the heat on the fast-evolving robo-advice game by employing actively managed and alternative-strategy mutual funds on a new platform called ALTS. The use of active funds in a robo-adviser is believed...

$6.3B money manager looking for bargains in oil, European industrials

January 3, 2015

At a time when U.S. stocks are beating the rest of the world, Sarah Ketterer mostly invests overseas. And at a time when index funds and exchange-traded funds are ascendant, she invests the old-fashioned way: She scouts for well-run companies...

The predictable downside of chasing performance

December 31, 2014

Chasing performance is almost always a bad strategy, so don't make it yours in 2015. The culprit is risk. Despite the steady drumbeat to the contrary, active management is not dead. Investing is getting more diversified and less expensive. In...

As hot as liquid alts are, most can't compete against the bull market

December 31, 2014

Another strong year for stocks and another round of head scratching for investors in liquid alternative strategies that are mostly designed to hedge the risks associated with market downturns. While there are always exceptions when it comes...

Case for active management gets stronger every day as stocks power ahead

December 30, 2014

Past performance notwithstanding, investors are expected to emphasize active portfolio management over passive indexed investing in the year ahead. “The more conservative you are, and lower risk tolerances puts you in active management,”...

Cheap oil is drawing bargain hunters to energy ETFs

December 30, 2014

Bargain hunters pour into energy sectors, betting big that oil prices will bounce back up. 'The picture is not as bleak as it may seem.' Hedge funds might be closing in on a sixth straight year of lagging the S&P 500, but that doesn't mean they...

From big rallies to fallen (bond) kings, we saw it all in 2014

December 29, 2014

Of all the twists, turns and surprises of 2014, cheap oil has to be among the most pleasant. While there is plenty of risk facing the global energy industry and capital markets, it is hard to think about that when you're filling your tank for...

Why the financial markets get so excited by revised growth numbers

December 24, 2014

What it means when economic growth is better than people expected. Mohamed El-Erian breaks it down. Underscoring the global divergence in growth. It has been a good year for Warren Buffett, bad bets and all. Don't bet against the U.S. Gold investors,...

Russia troubles worry big investors

December 22, 2014

Falling oil prices, a plummeting currency, sanctions and the threat of capital controls in Russia are forcing investors and index providers to intensify their focus on that market. The price of a barrel of oil has dropped sharply since the summer,...

Coming off a big year, Janus files for exotic ETFs

December 19, 2014

Janus Capital Group Inc. this year has already snagged the world's most famous bond fund manager and acquired a manufacturer of exchange-traded funds. But it has even bigger plans in the ETF market, and they go beyond Bill Gross, according to...

Maybe the Fed isn't going to raise rates next year

December 15, 2014

Maybe the Fed won't raise rates next year. Krugman fighting consensus says 2015 Fed rate increase unlikely Everyone is enjoying lower prices at the pump but the slide in oil prices carries a big, big risk. Santa got run over by an oil tanker...

Malkiel on investment opportunities, financial advice and robos

December 14, 2014

The author of "A Random Walk Down Wall Street" has walked all the way to Silicon Valley. Burton Malkiel has been giving much the same investing advice for four decades: Keep fees low and don't believe advisers and fund managers who promise to...

Are ETFs really cheaper than mutual funds?

December 11, 2014

A new report by Morningstar Inc. casts new doubt on the relative cost advantages of ETFs over comparable mutual funds. The research firm looked at a number of factors that contribute to the total cost of an index-tracking fund — from expense...

Broker-dealers hold fate of new active ETFs

December 3, 2014

After a multiyear push and stiff competition, a product that backers want eventually to replace mutual funds won final approval from securities regulators this week. That was the easy part. With its long-coveted approval order in hand, Eaton...

Adviser as the ultimate active manager

November 30, 2014

It's not breaking news that, for the most part, index funds continue to outperform actively managed funds. When the stock market is climbing, as it has for most of this year, active managers have a harder time than usual beating indexes, although...

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