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John Waggoner

Displaying 509 results

Topic

GMO: Don’t overlook risk in emerging markets

Cheap valuations aren't the only factor when deciding to invest

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Time to remind clients about taxes

No matter what tax reform Congress enacts, funds will still feel a bite

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Are music royalties a new alternative investment?

You can get income for a song, but the length of the stream can be hard to predict.

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Activists add tailwinds to closed-end funds

Persistent discounts have often caught the eye of activist investors

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A shares live on, despite some hefty upfront sales charges

Most of the funds are top performers in their categories over the past five years.

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ESG investors like gains as much as anyone else

Flows into environmental, social and governance funds often follow performance.

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Will new smart-beta strategies boost target-date funds’ performance?

Some money managers are adding smart-beta strategies to win a bigger slice of the TDF pie. But will they stimulate advisers' hunger?

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Fidelity: Will Goldilocks market have a happy ending?

Analyst at the money manager says high returns and low volatility are not normal.

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Dominated by women, tech-heavy fund is up 36% on the year

Seattle-based Zevenbergen Genea observes what products consumers are gravitating to when picking stocks.

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Growth funds soar in first six months of 2017

Large-cap technology, consumer discretionary and health-care were the standouts in the first half.