Shift to Passive Mutual Funds Continued in 2015: PwC
Last year through September, passive funds garnered $301 billion, while active registered funds recorded net outflows of $128 billion., PwC reported.
GMO’s Grantham: Why the Stock Market Won’t Collapse This Year
Grantham, the chief investment strategist of GMO and a perennial bear, is sounding somewhat optimistic about the U.S. economy and market this year.
Morningstar’s Lonely Hearts Club for Mutual Funds Flirts With Contrarians
Investing in the previous year's “unloved" funds is a “surprisingly resilient” strategy, says Morningstar’s Russell Kinnel.
Target Date Funds Post First Yearly Loss Since 2008: Report
The average TDF gained 3% in Q4, but it wasn't enough to offset a loss for 2015, according to Callan Associates.
Bill Gross on Low Rates: ‘How’s It Workin’ for Ya?’
“Global markets and individual economies are increasingly ‘addled’ and distorted” as central banks cut rates, sometimes to negative territory, Gross writes.
Why Are Stocks Falling in Sync With Oil Prices?
The stock market is “treating the plunge in oil prices as an indicator of global growth,” says BlackRock's Russ Koesterich. “That’s wrong.”
How Mutual Fund Flows Put RIA Clients at Risk
Retail investors’ whims can pose a threat to RIAs' clients, dragging fund returns down about 1.5 percentage points annually, Gurtin Fixed Income Management finds.
Top Portfolio Products: Northern Trust Adds Target Date-Like Funds
A new twist on the target date fund plus a wellness marketplace for small and midsize companies.
A Recession Is Coming: Wilmington Trust
Investors in the meantime should look toward income-earning investments because capital gains will be limited, says CIO Tony Roth.
Best Fund Managers of 2015: Morningstar
Morningstar picked its Fund Managers of the Year from domestic stock, international stock, fixed income, allocation and alternatives funds.