Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 6: U.S. Intermediate-Term Bonds
No EM index funds met our criteria, so we jump to fixed income to see whether active or passive mutual funds make the grade.
SEC Wants to Stem Liquidity Risk of Open-End Funds, ETFs
The growing use of less liquid funds requires the SEC to "look anew at liquidity management," Chairwoman Mary Jo White says.
Gundlach: What to Do When the Fed Finally Raises Rates
Gundlach says long-term rates will fall and long-term Treasury prices will rise when the Fed hikes rates.
Ritholtz: The Price of Losing Bill Gross or Jeff Gundlach
Once an ace manager departs, it seems it's only a matter of time before the outsize reputation of that fund departs as well, Ritholtz writes.
Advisors Downplay Fed’s Interest Rate Decision
“Too much emphasis is being placed on the significance of this event,” one advisor said as the FOMC announced it was keeping rates unchanged.
SEC Removes Ratings References From Money Market Fund Rules
"Reducing reliance on credit ratings to determine which securities money market funds can hold is an important part of our efforts," said SEC chief White.
10 Funds Get New Morningstar Ratings
Several funds are upgraded, while others get downgraded by analysts with the research group.
PIMCO, Fidelity Stung by Collapse of Petrobras’ 100-Year Bond
The two fund groups are among the three biggest holders of the securities, which have fallen 15%.
Top Portfolio Products: ProShares and Cambria Launch ETFs
Advisors skittish about European stocks may want to consider ProShares' new European ETF, which invests in companies that consistently increase their dividends.
S&P Smacks Down a Big Argument for Active Management
Even funds in inefficient sectors like small-cap and emerging markets fail to consistently outperform their passive counterparts, new research from S&P Dow Jones Indices finds.