Making the Case for Strategic Beta as Fees Plunge
As strategic beta funds get cheaper and more plentiful, Morningstar's Ben Johnson and Schwab's Tony Davidow offer their analysis and advice.
Why Mutual Funds Are the Most Popular Investment for US Households: ICI
The mutual fund industry trade group reports that almost half of all U.S. households own mutual funds.
Political, Regulatory Risks Drive Big Investors to Equities: The Economist
Some of the current bull market in stocks is being driven by tactical investments rather than by fundamentals, Franklin Templeton suggests.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.
‘Trust in the Company’ Is Top Driver of Investment Decisions: Edelman
Institutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
Watch the US Dollar if You Own Emerging Market Securities
A weak dollar has been key for rally in emerging market stocks and bonds; a reversal could crush that trade, say strategists.
Clean Shares Are a Work in Progress: Morningstar
DOL “needs to understand this is a new idea, and we are still coming to a consensus on what clean shares mean," said Morningstar's Szapiro.
Investors Misinformed on Index Funds, Alternatives: Natixis
Some of the blame for the confusion can be traced to “closet indexers,” Natixis says.