Top Portfolio Products: ProShares Adds Currency Hedged, More ETFs
Deutsche Asset & Wealth Management rolls out Japan ETF, as Calvert launches large-cap indexes.
Puerto Rico Bonds May Be Hiding in Your Clients’ Portfolios
Investors in muni-bond funds or ETFs may have exposure to those bonds, now trading around 64 cents on the dollar, without even knowing it.
Bond Investing: Finding Opportunities Takes Patience
Morningstar panelists say the Fed will hike rates this year, maybe even twice. But caution and cash are watchwords for portfolio managers.
In Volatile Times, Fund Managers Seek Risk-Averse Income: Morningstar Panel
Fund managers disclose where they are taking risks and finding returns with rising rates on the horizon.
Morningstar Panelists Agree: On Active vs. Passive, It’s Not Either-Or
But managers from Vanguard, Dodge & Cox and American Funds see a bright future — and present — for the active management approach.
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 3: U.S. Large Cap Value
Running my screens using Morningstar Direct data found that indexing the large cap value space has similar challenges to indexing large cap growth.
Don’t Worry About the Bull Market; Worry About the Dollar: Richard Bernstein
The former Merrill investment chief has some advice for investors worried about a stock market correction in the U.S. and looking for alternatives overseas.
Grantham, Kelly & Krawcheck to Speak at Morningstar Confab
The popular investment conference takes place Wednesday through Friday in Chicago and should draw at least 1,000 advisors.
Top Portfolio Products: Vanguard Tweaks Money Market Funds
Plus, Advent updates its Black Diamond wealth platform, and Lincoln enhances an annuity suite.
Top Portfolio Products: Direxion, SSGA & Van Eck Add ETFs
Morgan Stanley launches a green bond, while Franklin Templeton introduces a new target date fund.