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John Waggoner

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GMO’s Grantham: No bubble yet, but keep your eyes open

Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks

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Emerging market funds are powered by tech stocks

Should clients be concerned about funds' big holdings of Chinese technology stocks?

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Trump tariffs must not be ignored — here’s why

If the president's move sparks a trade war, you'll be glad you paid attention.

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Trump tariffs might not mean much for portfolios now

But investments could be affected if the president's move sets off a trade war

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Fidelity names two execs to head $1 trillion equity division

Dual appointment feeds into talk that the investment firm is moving away from its star manager approach.

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Morningstar embraces artificial intelligence for fund ratings

Humans and machines will work together to rate more than 10,000 funds and ETFs.

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Why isn’t gold soaring?

Inflation fears and the declining dollar haven't pushed gold much higher — yet

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International ETFs ready for takeoff

Global investing is hot, but here's what advisers need to know about a new wave of exchange-traded funds coming their way.

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Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

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  • March 1, 2018

One big beneficiary of the tax bill: asset managers

Fund companies will reap benefits from lower taxes and repatriation.