Financial Firms’ Q3 Earnings Seen Nearly Flat, at Best
As earnings season kicks off, analysts expect banks to report a rough third quarter, with one notable exception.
Fund Managers Chilling Out About China, See No Fed Rate Hike in 2015
Only 47% of fund managers see a Fed rate hike this year, down from 58% in September, according to Merrill's monthly poll.
Using Active Management as a Defense Against Rising Rates: PIMCO
PIMCO managing director Jim Moore says active management techniques benefit from rising rates, more volatility and global easing.
Bond Market’s Mood Shifts Into Safety Mode
Investors shouldn't buy into the high-yield bond market, but they should study it for hints of where stocks are headed, Ron DeLegge writes.
Hedge Funds Extend Monthly Losses, Down 1.1% in September
Hedge funds recorded their fourth consecutive monthly loss in September, the longest sustained decline since the 2008 financial crisis, Hedge Fund Research reported.
Hate Donald Trump? Blame the Fed, Merk Says
Prominent political figures like Donald Trump, Bernie Sanders and Greek Prime Minister Tsipras benefit from the zero interest rate policy, Axel Merk says.
Active Share Is No Way to Pick a Mutual Fund: AQR
The conclusion from widely cited studies that high active share funds end up with better returns is a misinterpretation, says AQR's Andrea Frazzini.
December Rate Hike Could Be Thwarted by Government Shutdown: Valliere
“I’m very apprehensive about December,” says Greg Valliere, who's now chief global strategist for Horizon Investments.
China, Brazil Cause Headaches for Emerging Market Investors
DoubleLine Funds offered its outlook on emerging markets and provided an in-depth look at risks in China and Brazil specifically.
Norway Seen Tapping Its Wealth Fund to Ward Off Oil Risks
Norway could start making withdrawals from its massive $830 billion sovereign wealth fund, which it built as a nest egg for “future generations.”