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Trevor Hunnicutt

Trevor Hunnicutt looks at a lot of charts and reports on fund flows as a reporter covering asset management for financial advisers. But he’s not all fun and games. From time to time you might also find the seafood aficionado shucking oysters on the waterfront in Brooklyn.

Displaying 563 results

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Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?

New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.

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First Goldman Sachs ETFs are cheaper than some from Vanguard

New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.

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Jeffrey Gundlach’s DoubleLine opens its first alternatives fund

In a year when its peers lost 15% investing in commodities, DoubleLine wades in with a long-short strategy.

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Advisers remain loyal to American Funds through ups and downs

The unshakable fealty of financial advisers is starting to pay off for American Funds in the wake of historic sales declines.

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Franklin Templeton posts worst fund outflows in decades

Bold bets, market fears have investors heading for the exits despite longer-term outperformance.

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J.P. Morgan turns to Schwab to sell passive funds

J.P. Morgan Asset Management, the top-selling stock-picking fund manager for the past two years, is getting help selling its index-tracking ETFs from Charles Schwab.

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Dimensional, John Hancock in partnership to build their first ETFs

The factor-based investor popular with financial advisers will build indexes for John Hancock funds.

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Franklin Templeton billionaire escapes contentious lawsuit

The billionaire who built Franklin Templeton survived a lawsuit by the son of an early investor who said he was cheated out of a stake in the firm worth $136 million. But the company will still have to defend itself in court.

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OppenheimerFunds in deal for fund firm that creates smart-beta ETFs

VTL manages eight ETFs and $1.7 billion, is known for funds that use rule-based approaches to select stocks that may outperform the market.

Topic
  • ETFs
  • September 10, 2015

Vanguard, once thwarted, launches a muni-bond rival to BlackRock’s iShares

A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.