Investors Should Sit Tight When a Fund Changes Managers: Morningstar
Research by the fund analysis firm found that changes in fund management have little if any impact on fund performance.
Morningstar Acquires 40% Stake in ESG Ratings Firm Sustainalytics
The acquisition extends a partnership with Sustainalytics, which provides the analysis for Morningstar's ESG ratings of mutual funds and ETFs.
Seward & Kissel Launches Regulatory Compliance Service: Portfolio Products
Also, GuideStone Funds introduces a strategic alternatives fund and USCF launched two three-times leverage oil funds.
Bob Doll Sees Stocks Rising; Scores His 10 Predictions
Nuveen's top equity strategist acknowledges investor worries but expects global growth will be strong enough to push equities even higher.
Fear Keeping Investors’ Cash Levels High: Merrill Survey
Fund managers worried about a shock coming from bond markets or central banks.
How to Fix Social Security: Alicia Munnell
A retirement policy guru talks about the stark options Americans face.
Bill Gross: Bloated Central Banks’ ‘Curveball’ Threatens Global Economy
The more levered an economy is, the more sensitive it is to shifts in short-term interest rates and a flat yield curve, he argues.
Merk: What Does Fed’s Shrinking Balance Sheet Mean for Stocks, Bonds & Gold?
Merk expects the Federal Reserve to make a formal announcement this September about reducing its $4.5 trillion balance sheet.
Bond ETFs Are Hotter Than They’ve Ever Been
Inflows are rising along with the proliferation of new fixed income ETFs, including smart beta funds.
Liquid Asset Rules Chill Bond Market: SIFMA Witness
Another witness tells a House panel that low rates may be the real icemaker.