Saturna Capital Launches Clean Shares for Two Funds: Portfolio Products
Also, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
2 Key Times to Invest in Actively Managed Funds
When should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
‘Curb Your Enthusiasm’ for High Yield, RBC Strategist Says
“Be the first person out the door,” fixed income strategist Craig Bishop says.
Inaction in Washington Weighing on Economy: S&P
Dashed expectations for tax reform and massive infrastructure spending plus the upcoming debt ceiling debate are limiting growth prospects.
Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.
Vanguard Is Way Ahead in the Robo Race
Its AUM at the end of the first half is more than four times the AUM of Schwab, its closest rival.
NY Fed President Sees Moderate Growth and Higher Inflation Ahead
William Dudley said inflation is moving toward the Fed's 2% target and modest wage growth is likely due to sluggish productivity growth.
Executive Changes Underway at Janus Henderson
Among those leaving the firm formed from "a merger of equals" are its chief operating and strategy officer and global head of fixed income.
Vanguard Announces Treasury-Only Policy for Several Government Bond Funds, ETFs
The fund giant says the change will provide investors more flexibility in managing risks and returns plus narrower bid-ask spreads for these ETFs.
Gundlach, Wary of Pricey Market, Sets Cap on DoubleLine’s Growth
He's also reducing his funds' holdings of junk bonds and emerging market debt because he says they're overvalued.