Under the Hood: Bond Investing—Preparing for Rate Increases
When rates rise, what bonds do you want your clients to be holding? A look at the options.
Investors Embraced Passive Funds, Eschewed Active Managers in 2014
Morningstar’s recap of mutual fund and ETF flows shows passive funds led the way with $166 billion in 2014; active funds lost $98 billion.
The Great Mutual Fund Expense Ratio Lie
After decades of decrying high expense ratios, we now have evidence that expense ratios are the wrong thing to look at, Chris Carosa writes.
Axel Merk: ‘There Is No Safe Asset Anymore’
In a provocative and wide-ranging interview, currency manager Merk says stocks will fall, cash isn't a haven and he "wouldn’t touch bonds with a broomstick."
Top Portfolio Products: PIMCO, Research Affiliates Add Strategies
J.P. Morgan Asset Management adds an ETF, and Nasdaq said it would buy the RIA and research firm Dorsey Wright & Associates.
Axel Merk: What if Things Get Worse?
The fund manager lays out the options — from portfolio insurance to alternative investments — for investors seeking downside protection.
Bob Doll’s 10 Predictions for 2015 on Markets, Economy
The Nuveen equities guru sees a good year for markets, though more volatility, with the highest GDP growth since 2005.
Top 18 Fund Managers of 2014: Morningstar
Vanguard and JPMorgan grabbed the most nominations for Morningstar's annual U.S. Fund Manager of the Year awards.
Janus Capital’s Gross, Scholes, Maris Open 2015 Playbook
Janus’ top experts don’t agree on every prediction, but they all see a volatile ride ahead.
Preparing Clients for Some Gloomy Possible Futures
Even if you don't believe in these gloom-and-doom scenarios, your clients will want to know how you're protecting them.