Displaying 526 results
Crashing commodity prices will give the Fed one more reason to not raise rates
Breakfast with Benjamin: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.
Under regulatory pressure, Voya restricts sales of more variable annuities
Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers.
Gold not getting boost from investors seeking safe haven from Greek crisis
The precious metal stays in trading range as Greece lives on the edge of default due to tepid inflation, muted demand for gold from China and a strong U.S. dollar.
Health care creates a bright spot for beleaguered stock-pickers
Sector funds give specialist managers an opportunity to shine during a long bull market.
‘Terror-free’ investing proves winning strategy for Patriot Fund
The upside of avoiding energy stocks and the pain of a strong dollar.
Hedge fund specialist SkyBridge pushes back against liquid alts trend
Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.
Goldman pares down liquid alts, presses Morningstar to follow suit
The key is bringing liquid alts more in line with hedge fund strategies
Morningstar repeats ‘not-ratable’ status for Gundlach’s DoubleLIne Total Return Bond Fund but can’t ignore its success
Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.
Vanguard Group hires a smart beta expert from pioneer Research Affiliates
Index investing giant has challenged the marketing of smart beta funds. Now it's turning to someone whose research has helped those funds grow.
Advisers choosing hedge-style stock-pickers face ‘beta’ challenge
Closet indexing, market timing are among the risks in long-short equity: analysts.
Dan Fuss’ Loomis Sayles Bond Fund underperfoms, hit by dollar’s rise
Investors stick with $22.6 billion fund as famed manager calls reason for negative returns temporary phenomenon.
Automated advisers attract much smaller clients than humans: Morningstar
Digital investment platforms with human advisers bring in account balances 10 times higher on average than regular robo-advisers.
Wells Fargo faces major test of broker liability for selling F-Squared
A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.
China stock plunge reignites debate over when and whether U.S. investors should get in
Not having access to the market has been protecting mutual-fund investors from fast declines.
Vanguard’s new ambassador to advisers: We’ve earned your trust
Thomas M. Rampulla's return to the U.S. comes after the firm recast itself as a patron of an industry that once saw it as a threat.
As Puerto Rico crisis intensifies, mutual fund investors face loss of capital
If the island can't pay back all of its debts, some fund holders could suffer haircuts.
Morningstar unveils active vs. passive performance comparison tool
At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.
Top bond manager overseeing billions at J.P. Morgan takes leave
Douglas S. Swanson will step aside, starting Oct. 1.
In latest test, active managers outperform bond indexes
After a disappointing 2014, intermediate-term bond managers have found their footing.
Oakmark’s Bill Nygren: Investors penalize ‘shareholder-unfriendly’ CEOs too much
Top portfolio manager takes another perspective on an issue that BlackRock's Fink and other corporate critics have championed.
