Subscribe

John Waggoner

Displaying 509 results

Topic

Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off

Three firms are telling clients that despite oil's rout, it remains a good long-term play.

Topic

Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

Broker-sold fund companies lag since new regulation released.

Topic

Vanguard, Fidelity bank on robos, low-cost strategies to ride DOL fiduciary rule wave

Mutual fund giants bank on low-cost index funds, robos to prosper in wake of the Labor Department's regulation.

Topic

The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds

Regulators concerned about systematic risk in a market rout.

Topic

Fidelity moves closer to producing smart-beta ETFs

Recent SEC filing by the fund giant hints at new funds in the works.

Topic

Investors flee actively managed funds for ETFs

Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.

Topic

BlackRock, GMO forecast single-digit returns for U.S. stocks

High valuations, low interest rates spell lower annual returns of 5% or less; timber seen as best bet

Topic

Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.

Topic

Sequoia fund gives departing shareholders stock instead of cash

In-kind redemptions rare but legal.

Topic

Some American Funds offer up to 18 share classes: Overkill?

The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.