Top Portfolio Products: Calvert Adds Funds; ValueLine Adds Shares
How Calvert is responding to the growing interest in socially responsible investing plus a possible new crowdfunding platform in the U.S.
What the October Jobs Data Means for the Fed
Here are the three data points to look for in the October jobs report tomorrow to discern how the Fed is leaning, Mohamed El-Erian writes.
Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke
In a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
Bill Gross: Flat Yield Curve Crushes Capitalism
“Capitalism does not function well” with an “inappropriately flat” yield curve, Gross writes, suggesting a new Fed strategy he calls “Operation Switch.”
Soros Pulls $490M Out of Gross’ Janus Fund
The redemption by one of the best-known money managers is a setback for Gross, whose new fund has struggled amid mediocre returns.
High-Yield Bonds Signal More Market Gains: Searching for Alpha for November 2015
This return of the risk appetite for fixed income investors may indicate that the economy is in better shape than many believe.
10 Things Everyone Should Know About Bond Investing
For long-term investors, when the Fed raises interest rates is irrelevant to the construction of a high-quality bond portfolio.
How Advisors Can Use ETFs to Minimize 2015 Tax Bills
Now is the time for investors to sell money-losing ETFs and stocks to offset capital gains in the current calendar year, Ron DeLegge writes.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 7: U.S. High Yield Bonds
When it comes to high-yield bonds, you'd be better off with an active strategy in mutual funds.
How Problematic Is Credit Fund Illiquidity?
An examination of the differences between European and U.S. regulation raises questions on the underlying risks of '40 Act liquid alts funds.