Results for "index funds"

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Nassim Taleb trots out another 'black swan' forecast

August 9, 2016

Nassim Taleb calls for a market crash and much pain ahead. The creator of “black swan” theory says we can thank quantitative easing for the mess heading our way. The “uber-rich have benefitted, and nothing has been cured.” Barclays throws...

Bond-fund correlations increase interest-rate risk

August 4, 2016

If the direction of asset flows out of stock funds and into bond funds this year is any kind of guide, investors are seeking shelter and yield in fixed income. But they could be getting neither. Through the end of June, U.S. equity mutual funds...

If history is a guide, market volatility is about to spike

August 1, 2016

The S&P 500 Index has gained nearly 19% from the February market lows, and the reports are stacking up in favor of a pullback over the next couple months. August, which is typically one of the slowest months for Wall Street activity, is also...

Deutsche Bank says fiscal stimulus can't save us

July 29, 2016

Deutsche Bank says fiscal stimulus is not helping and will not save us. Look no further than Japan and Europe for real-life examples of failed policies. In need of a new direction for fiscal policy. Gold investors hunker down on the reality...

Active ETFs produce few stars and even fewer fans

July 28, 2016

Actively managed exchange-traded funds continue to represent one of the unsolved mysteries of the asset management industry. It is an incarnation that is less than a decade old that includes some glowing success stories, a general reluctance...

Liquid alt imposters fall to the wayside

July 25, 2016

Multi-alternative-strategy mutual funds have been quietly fading into the background, reflecting the challenges facing alternative strategy mutual funds. Of the 31 funds shut down this year across eight liquid alt fund categories tracked by...

Keep index funds in perspective in the active-passive debate

July 22, 2016

Since the start of the year, the average large-cap growth mutual fund has gained 2.31%, while the benchmark S&P 500 Index has increased 7.14%. Sounds like an open-and-shut case for passive indexed investing over active management, right? Well,...

The fiduciary conundrum of charging lower fees for bond allocations

July 20, 2016

Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty as a financial adviser? The answer is, yep. As bond returns grind lower, the focus on cost has grown. Turns out, the Federal Reserve...

As stock market soars, financial advisers batten down the hatches

July 11, 2016

As the S&P 500 Index notched another record high shortly after the stock market opened for trading Monday, financial advisers were doubling down on calls to proceed with caution. The index, which is up 5.5% from the start of the year, stands...

Trouble ahead? Stock and bond markets sending divergent signals

July 5, 2016

The bond market is screaming “halt,” while the stock market is scratching its head wondering what all the fuss is about. For financial advisers, the challenge will be to figure out whether it makes more sense to trust the bond market's signals...

Unlike other active funds, First Eagle's fund champions its passion for cash

June 29, 2016

Financial advisers are often critical of mutual funds with large cash positions, based on the argument that investors don't want to pay an active-management fee for idle cash. The flipside, however, is that in times of sudden market pullbacks...

Stocks rebound from the Brexit vote in a show of resilience that should be alarming

June 29, 2016

What does it say about the U.S. equity markets when stocks react so violently to a Brexit vote that had a 50/50 chance of happening, and then just puff right back up again three trading days later? No offense to dead cats, but this is not a...

Layoffs hit Pimco, GMO as assets shrink amid flight from active management

June 17, 2016

Layoffs have been scarce in the mutual fund industry, but they have hit two complexes recently: GMO and Pimco, which are suffering from declining assets as investors flee active management in favor of passive strategies. Boston-based Grantham,...

The ETF liquidity mirage

June 15, 2016

“Wall Street Turns to ETFs to Sidestep Illiquidity in Bond Market” ran a recent Bloomberg headline. Because the ability to trade individual bonds is degrading, the story reported, investors are piling record dollars into global bond ETFs....

AQR's Asness, Research Affiliates' Arnott agree that a little market timing is okay

June 14, 2016

What was billed as a kind of battle royal between Cliff Asness of AQR and Rob Arnott of Research Affiliates to kickoff day two of the Morningstar conference in Chicago, somehow evolved into a wonky deep dive into how much research each had written...

Passive funds see big inflows in April

May 26, 2016

Assets in exchange-traded funds grew 1.7% in April to $2.2 trillion, but investors continue to hate stocks: April's big winners were bonds. Cerulli Associates estimates that investors poured $3.1 billion to bond ETFs in April and yanked a net...

Bond ETFs brace for a June rate hike

May 24, 2016

Interest rates are still a long way from anything that could be considered normal, but with the Fed teasing out a rate hike next month there's reason to be mindful of certain bond portfolios. You don't have to banish bond ETFs. The millennials...

DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

May 16, 2016

The DOL fiduciary rule is throwing a wrench into the robo-advice efforts at BlackRock and Schwab. Some robo advisers may need to substantially change their business practices and how they operate. Jim Cramer, the TV personality known for rolling...

Bond funds get a pass in active-management debate

May 4, 2016

In the constant banter over active-versus-passive management, fixed income is often overlooked, which could be a mistake. Any quick scan of the financial advice community will typically produce a raft of blunt sentiments on the downside of actively...

Gender diversity becomes an investment strategy

May 4, 2016

Gender diversity becomes a hot ticket in the ETF space. In the wake of the March launch of the SPDR SSGA Gender Diversity Index ETF (SHE), out rolls the Bloomberg Financial Services Gender Equity Index. The Bloomberg index, which is not yet...

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