Why Some New Funds Soar and Others Flop: Morningstar
A new Morningstar study on new mutual funds and ETFs teases out the factors that correlate with higher returns and flows three years later.
Fiduciary Duty, Mutual Funds and 401(k)s: Will Asset Management Firms Kowtow on Fees?
The New York Life employees' lawsuit over the expenses of index funds in their 401(k) plan has broader implications for the asset management business.
Asset Managers Gobble Up Smart Beta Firms
These acquisitions provide another revenue source for acquiring asset managers, and their growing popularity could ultimately result in lower fees.
Exploring Volatility With the Inventor of the VIX
Investing on behalf of clients is a challenge, but it becomes particularly challenging in periods of heightened volatility.
Treasuries Snap Losing Streak as Bond Bulls Ponder 1% U.S. Yield
More investment strategists are expecting the 10-year Treasury yield to fall to 1% by next year, which would mean more gains
Stock Market Rally Won’t Last, Goldman Warns
Goldman strategists caution investors that the “risk-on” mantra that has prevailed since immediately after the Brexit vote can reverse quickly.
Oil Producers Prepare for Second-Half Slump as Rally Sputters
Crude oil prices have fallen more than 10% from their early June peak, pressuring drillers to do everything they can to raise cash.
Real Estate to Become Its Own S&P 500 Sector
Moving real estate out of financials and into its own sector should increase its importance in investor portfolios.
Top Portfolio Products: Management Changes at Vanguard, Touchstone Funds
Check out this week's fund management changes and ETF launches, including new sustainable investing funds.
Big Investors Seek Custom Solutions to Low Rates, Volatility
Persistent volatility is a significant reason many institutional investors are seeking solutions like multi-asset-class strategies and risk transfers, according to Cerulli.