Results for "mutual funds & ETFs"

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Bill Gross wins October

November 15, 2012

Bill Gross may have lost his claim to the bond king crown when he stumbled in 2011, but this year, he's gone a long way toward reclaiming that mantle. His flagship Pimco Total Return Fund led all funds, with $2.4 billion of inflows in October,...

ETF assets said to triple — yes, triple — by 2016

November 13, 2012

Exchange-traded funds are picking up steam now, and that momentum is expected to continue into 2016. Assets in the baskets of securities hit $1.05 trillion in 2011, according to an analysis of U.S. retail and institutional asset management conducted...

Flight from bond funds on the runway?

November 11, 2012

The deluge of cash into bond mutual funds is slowing, and more money is flowing into those that focus on stocks, showing that a shift may be under way that would hurt borrowers benefiting from record-low interest rates. North American debt funds reported...

Tax-managed funds back in the spotlight

November 11, 2012

The likelihood of higher taxes is making tax-managed mutual funds more popular. With President Barack Obama's re-election, the capital gains tax could jump to 23.8%, from 15%, and the tax on dividends could skyrocket to 43.4%, from 15%, for...

Second bank loan ETF on the runway amid hunt for yield

November 4, 2012

Pyxis Capital LP has brought the second bank loan exchange-traded fund to market as demand for the high-yielding debt is starting to heat up. The Pyxis/iBoxx Liquid Loan ETF (SNLN) tracks the Markit iBoxx USD Leveraged Loan Index, which comprises...

Survey: American Funds rates high among advisers

November 4, 2012

Despite three-plus years of outflows stemming from lackluster performance by its largest mutual funds, American Funds remains a force when it comes to financial advisers' loyalty, according to a new study by Cogent Research LLC. “We've seen...

iShares fee cuts pay off — with a little help from friends

November 2, 2012

BlackRock Inc.'s decision to cut the fees on several exchange-traded funds in order to appeal to the buy-and-hold crowd looks to be paying off. BlackRock's iShares led all ETF providers with inflows last month totaling $7.77 billion, more than...

Franklin angles into alts with major acquisition

November 1, 2012

Less than two months after announcing the deal, Franklin Resources Inc. Ticker:(BEN) has completed its majority-stake purchase of K2 Advisors Holdings LLC, a $9.3 billion fund-of-hedge-funds firm. According to a statement today, K2 will use...

How to short politicians: Investing when Congress is resting

October 31, 2012

It has always been easy to poke fun at Congress and elected officials in general, but who knew how much they actually deserved it? According to Eric Singer, who has spent years studying the relationship between the equity markets and what Congress...

Second bank-loan ETF on the runway amid hunt for yield

October 29, 2012

Pyxis Capital LP is preparing to bring the second bank loan exchange-traded fund to market this week as demand for the high-yielding debt is starting to heat up. The Pyxis/iBoxx Liquid Loan ETF ticker:(SNLN) will track the Markit iBoxx USD Leveraged...

Low fees not main draw to bond ETFs

October 28, 2012

Fixed-income exchange-traded funds have exploded in popularity, but low costs aren't the main draw for financial advisers as they are with equity ETFs. Fixed-income ETFs broke out last year, when they recorded inflows of $43 billion, more than...

Former bond fund colleagues now competitors

October 28, 2012

The woman widely viewed as the likely successor to legendary bond fund manager Daniel Fuss has joined a new firm that will put her in direct competition with her old colleague. Kathleen Gaffney, who co-managed the $22 billion Loomis Sayles Bond...

Legg Mason breaks streak, finally ends net outflows

October 26, 2012

Legg Mason Inc.'s streak of 20 consecutive quarters of net outflows is finally over — thanks to risk-averse investors. Legg Mason's money market funds had $9.7 billion of inflows during the third quarter (the company's fiscal second quarter),...

Low volatility on a high-yield bond fund? Swaps are the secret sauce

October 26, 2012

Turning a high-yield-bond fund into a low-volatility total-return strategy is as easy as sprinkling in some credit default swaps. Of course, that assumes the portfolio manager is sufficiently skilled in the application of the hedging strategy,...

It looks like a bond and smells like a bond, but it's an ETF

October 25, 2012

BlackRock Inc.'s exchange-traded fund arm, iShares, plans to launch a series of corporate bond ETFs that look and act like individual bonds. The proposed series of iShares Corporate Bond Funds will be a set of target-date ETFs, each holding...

Amid fee war, advisers say price isn't paramount with bond ETFs

October 24, 2012

Fixed-income exchange-traded funds have exploded in popularity over the past two years, but, unlike with equity ETFs, low costs aren't the main draw for advisers. Fixed-income ETFs broke out in 2011 when they recorded inflows of $43 billion,...

Fuss' new frenemy

October 23, 2012

The woman widely viewed as the likely successor to legendary bond fund manager Daniel Fuss has taken on a new role that will put her in direct competition with her old colleague. Kathleen Gaffney, who co-managed the $22 billion Loomis Sayles...

Fuss' heir apparent at Loomis sails off

October 22, 2012

Kathleen Gaffney, the long-time co-manager of the Loomis Sayles Bond Fund with Daniel Fuss has left the firm to join rival Eaton Vance Management. News of Ms. Gaffney's departure was first reported Monday morning by InvestmentNews. In confirming...

Natixis acquires $13.5 billion asset manager

October 21, 2012

Natixis Global Asset Management LP is beefing up its fixed-income asset management capabilities with the acquisition of McDonnell Investment Management LLC. Natixis, which has $711 billion under management, announced last Tuesday that it had...

The Hartford's makeover centers on mutual fund push

October 21, 2012

Fresh from dropping its annuity and life insurance product lines, The Hartford Financial Services Group Inc. is sharpening its mutual fund pitch to broker-dealers. The massive insurance company is undergoing a makeover, this time as a property-casualty...

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