Index Funds Outperforming, and Outlasting, Active Funds: Morningstar
Morningstar concludes that mutual fund and ETF fees are the "only reliable predictors" of fund investing success.
What Advisors Need to Know About Factor-Based ETFs
In order to explain the potential advantages and risks to clients, advisors need to understand how factor-based models differ from typical buy-and-hold approaches.
Treasuries Gain as Minutes Show Fed Officials Split on Rate Hike
Financial markets had been expecting a more hawkish outlook for rates, but instead the minutes showed a multitude of opinions on when to hike.
Fund Managers Reduce Cash Positions, Boost Equities: BofA Merrill Survey
The August BofA Merrill Lynch fund manager survey shows more optimism about the global economy and equities, especially U.S. and emerging market stocks.
Summer Brings $54.6B in Active Equity Fund Outflows: Morningstar
Still, two fund groups are attracting assets to both their passive and active products, the research group says.
Top Portfolio Products: Nuveen Launches Alternative Investment Platform
The platform, using technology from Artivest, lets advisors allocate alternative investments across client portfolios and monitor their performance.
How Long Can this Gold Rally Last?
While gold prices are poised to climb to a 29-month high there are growing reasons to be cautious.
Top Portfolio Products: New Bond, Macro and Real Estate Funds
The new fund sponsors are American Funds, Franklin Templeton with K2 and CAPFUNDR with Hamilton Real Estate Capital.
Are ‘Safe Haven’ Assets Safe Anymore?
"There is no safety in safety," says Tiger 21 founder Michael Sonnenfeldt.
Low-Volatility ETFs Are Outperforming but Untested
Investors are pouring money into low-vol ETFs even though market volatility is down.