Just Say No to the S&P 500, GMO Warns Investors
GMO's James Montier and Matt Kadnar make the case for international and emerging market stocks over the U.S.
Brokerage ‘Kickbacks’ From Exchanges Draw Scrutiny
William Galvin of Massachusetts has sent a letter to Fidelity, Schwab, TD Ameritrade, Edward Jones, Morgan Stanley and E-Trade.
How 20-Somethings Invested Their 401(k)s, Then and Now
The millennials of 2015 and the Gen Xers of 1996 both invested heavily in equities, but the composition of those investments has changed.
Stock Market Shrugs Off Strong Earnings
Almost 75% of S&P 500 companies have reported stronger-than-expected earnings, but that hasn't led to strong gains in the market.
Saturna Capital Launches Clean Shares for Two Funds: Portfolio Products
Also, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
2 Key Times to Invest in Actively Managed Funds
When should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
Using Sharpe’s ‘Tracks in the Sand’ to Build Better Portfolios
Looking at a fund manager’s behavior is key to determining whether their investment style is appropriate for your clients.
‘Curb Your Enthusiasm’ for High Yield, RBC Strategist Says
“Be the first person out the door,” fixed income strategist Craig Bishop says.
Hedge Fund Manager Points to Gold as Hedge Against Rising Political Risk
Ray Dalio recommends having 5-10% of assets in gold; current risks are “especially challenging to price in.”
More Investors Think Their Portfolios Can Change the World
Interest in sustainable investing is surging, especially among millennials, the Morgan Stanley Institute for Sustainable Investing reports.