According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
2015 is shaping up to be a better year for active equity management.
Popular category for yield-starved investors posts first quarterly decline in two years.
A once-niche fund becomes the fastest-growing product in asset management.
Seen as a win for investors and participating fund companies.
After decade of industry evolution, agency hopes to get up to speed.
Service provide plans to expand investment opportunities for its network of advisory firms
Combined firm will include 36 funds and $27 billion under management.
Bank of Montreal strikes while the metal is hot.
Big bets, currency exposure might surprise some investors
Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ
New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.
Boon for MLPs, and a boost for holiday sales
Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.
What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.
Large wirehouse voices concerns over fund performance, management.
On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.
