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Bond managers see 2023 as stark contrast from carnage last year
DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.
Mutual fund companies can no longer ignore ETFs
Active managers American Funds and T. Rowe Price are finding success as newcomers to the exchange-traded fund space.
Pimco’s Daniel Ivascyn closes in on his next big trade
After making a killing by scooping up speculative mortgage debt on the cheap in the wake of the financial crisis, Ivascyn expects the next big opportunity to come in corporate debt.
Direct indexing touted as client prospecting tool
The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.
Bucking the trend: Why some advisors refuse to outsource investment management
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
In ‘hell freezes over’ moment, American Funds pairs up with passive ETFs
The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.
Legislation lets funds delay redemptions if transfer involves senior abuse
The bill sails through House, 419-0, on a fast track. Its author, Rep. Ann Wagner, R-Mo., hopes the Senate acts this time around.
BNY Mellon plans to launch ETF focusing on innovation space
The BNY Mellon Innovators ETF will invest in innovation-driven companies, which are considered to be ‘leading-edge’ firms.
More advisors are jumping on the bitcoin bandwagon
With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.
ChatGPT’s ability to make a market-beating ETF is put to the test
The AI tool explains that the market is too unpredictable to design such a fund, while warning about the need to pick investments that align with goals and risk tolerance.
Portfolio manager providing retirement investors diversification, defense
Fund manager Michael Cuggino talks about the value that asset classes like precious metals and real estate can provide.
Popular 401(k) funds off to strong start in 2023
After tanking in 2022, some of the biggest actively managed funds in 401(k)s are outperforming thanks to a comeback in tech stocks.
Morgan Stanley’s ETF debut strikes chord with fees, tests market with ESG focus
Nearly a year after it announced plans to enter the ETF space, the wirehouse is banking on its Calvert brand to carry the day.
New software aims to reduce risk in target-date funds
Soteria blends personalized safe-landing target-date fund glide paths with the personalization of managed accounts.
SPY celebrates birthday, marking 30 years of ETFs
Here are some key events in the evolution of exchange-traded funds as the SPDR S&P 500 ETF hits 30.
With yields on cash climbing, advisors struggle to keep some clients in stocks
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
Vegan ETF gets ‘carbon neutral’ rating without credits
The VegTech Plant-based Innovation & Climate ETF is in line with a 2.12˚F temperature rise.
Transamerica revamps Large Core Fund with ESG treatment
Currently, the fund does not have a sustainability mandate and thus has an average sustainability rating from Morningstar.
Touchstone Investments files for ‘climate transition’ ETF
Lombard Odier’s Paul Udall is listed as portfolio manager for the forthcoming fund, which would be listed on the Chicago Board Options Exchange.
Look before leaping into value stocks
Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.
