Trump Inaugural Speech Ignites Fear of Trade War
The fears offset some of the “pro-growth” optimism that has already rallied stocks.
Schwab, TD Ameritrade Post Strong Q4 Earnings as New Accounts, Assets Soar
Assets in proprietary Schwab ETFs rose more than 50% from last year to $62 billion.
Janus Advisor Guide: Beware of Correlations, and Other Investment Tips
Janus Funds’ 2017 Wealth Advisor’s Guide identifies the intended and unintended risks of advisors’ asset allocations in their model portfolios.
Morningstar Upgrades 5 Funds, Downgrades 7 and Puts 3 Under Review
The new Morningstar analyst ratings included only one upgrade to Gold.
16 Best Fund Managers of 2016: Morningstar
The list includes big firms (like Vanguard) and some smaller names (such as Parnassus) in four categories.
Vanguard Opens Behavioral Research Center: Top Portfolio Products
In other product news, new funds launched from Westwood Funds, Praxis and Symons.
FHA to Cut Fees, Lowering Rates for First-Time Home Buyers
The change, which Trump could reverse when he takes office, reduces annual insurance premiums by 0.25%.
Goldman Strategists Decry as ‘Fake News’ a Rotation From Bonds to Stocks
Goldman expects a minimal shift away from debt into equity because of investment restrictions and other factors.
ProShares, UBS Launch 2 Oil-Linked ETNs: Top Portfolio Products
In other product news, Thornburg launched its first liquid alternative fund.
Bob Doll’s 10 Predictions for 2017
Nuveen’s chief equity strategist expects stocks will outperform bonds but peak in the first half of the year.