Plus: Breaking the active management habit, the active-passive research conundrum, and recalculating retirement savings calculators
He cuts a much lower profile and his comments about the market are filled with introspection.
Better performance and State Street's distribution muscle are key success factors.
Plus: Gold investors love this Fed, really cheap ETFs, and an alternative to summer reading
Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.
Plus: Buying at the top, saving for retirement or else, and good funds with short track records
Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney
<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.
Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers
Plus: The real cost of socially responsible investing, how to invest in bonds, and qualified charitable distributions
Forty-six percent of managers now believe U.S. stocks are overvalued, according to the investment manager's survey.
Some advisers tweak the model, others remain pure.
<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.
Advisers should recognize and capitalize on the different needs and priorities of Gen X versus millennials.
<i>Breakfast with Benjamin</i> Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?
Treasury yields hit the floor while stocks hope for the best.
<i>Breakfast with Benjamin</i> Following the Brexit, the Fed is now sheepishly tilting toward a rate cut.
<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.
