Why Some New Funds Soar and Others Flop: Morningstar
A new Morningstar study on new mutual funds and ETFs teases out the factors that correlate with higher returns and flows three years later.
Fed Leaves Rate Unchanged, Saying Risks Have Diminished
The Fed said risks to the U.S. economy have subsided and the labor market is getting tighter.
GMO’s Inker Weighs In on Trump, Bonds, Brexit
GMO portfolio manager Ben Inker talks to ThinkAdvisor about the unusual market risk of a Trump presidency, Brexit and a stock bubble on the horizon.
ETF Assets Set Records in June
Fixed income exchange-traded funds and products led asset gathering in first half, according to ETFGI.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
PIMCO Names Man Group’s Chief Emmanuel Roman as Its New CEO
Roman to replace Douglas Hodge, who succeeded Mohamed El-Erian in 2014, as asset manager moves to diversify beyond fixed income focus.
Treasuries Snap Losing Streak as Bond Bulls Ponder 1% U.S. Yield
More investment strategists are expecting the 10-year Treasury yield to fall to 1% by next year, which would mean more gains
Sell Oppenheimer Muni Funds on Puerto Rico Risk, Ameriprise Says
Oppenheimer funds held $3.5 billion worth of Puerto Rico securities as of March 31, the most of an mutual fund group, according to Morningstar.
Stock Market Rally Won’t Last, Goldman Warns
Goldman strategists caution investors that the “risk-on” mantra that has prevailed since immediately after the Brexit vote can reverse quickly.
Real Estate to Become Its Own S&P 500 Sector
Moving real estate out of financials and into its own sector should increase its importance in investor portfolios.