His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.
The allocation that's supposed to hedge against both assets dropping simultaneously didn't pan out in 2022, with an index tracking a 60/40 mix down about 17% for the year.
While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.
Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.
In the second part of ESG Clarity's interview, Kunal Kapoor talks passives, personalization and proxies.
Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.
The new report cites 24 areas of focus for Catholic-values investing, some of which overlap with ESG investing.
Ballast Rock Private Wealth will operate independently of Ballast Rock Asset Management, but both firms focus on offering alts to wealthy investors.
After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.
The converted ETFs will join a small but growing universe of transparent active strategies.
Delphia's unique business model hopes to drive performance by culling data provided by investors. Skeptics say it might be too clever to succeed.
A survey by Janus Henderson shows 60% of investors expect the S&P 500 Index to be higher in a year, although 86% are worried about rising prices.
Hedge fund Impactive Capital is threatening a proxy fight in an effort to secure a seat on Envestnet's board.
Changing regulations are combining with technology to potentially push $10 trillion into alt strategies by 2030.
The exchange said the warrants weren't suitable for listing because of their extremely low pricing.
NightShares bets on the serene sophistication of markets that are closed to beat the indexes by sitting out the action during the day.
The industry's overhead grew by $71 billion over the past decade, according to a new report, and the solution will be fewer products, de-layered workforces and more reliance on technology.
The new platform will leverage technology to help financial advisers move clients onto the platform for personalization and tax management.
With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
Some funds held in many retirement savings plan have large holdings of stocks like Meta, Amazon.com and Apple, which is hurting the funds' performance this year.
