The 2014 SMA Managers of the Year: Video
Envelope, please! Presenting the 10th annual SMA Managers of the Year awards ceremony, plus an interview with PM Doug Haws of overall winner Tom Johnson.
Tom Johnson Investment Management: 2014 Fixed Income and Overall SMA Manager of the Year
Tom Johnson Investment Management’s intermediate fixed-income strategy follows "broad yet conservative guidelines," says firm president and CIO Richard Parry.
Worries Peak on Puerto Rico Utilities Debt After New Bankruptcy Law
After debt-restructuring bill’s passage, bondholders watch to see if the commonwealth's electric utility will make Tuesday payment; two fund companies sue to declare law unconstitutional.
FINRA Unveils Trade Prices in $1.5 Trillion Private-Bond Market
Investors have access to public price information in the $1.5 trillion market for privately sold corporate bonds beginning today.
In Russia, Making Big Bets Where Few Investors Dare
Citing John Templeton, who took a huge stake in Japan during dark times, portfolio manager David Iben seeks reward in "maximum pessimism" investing.
Muni Bond Experts Sound Short-Term Warnings on Puerto Rico, Long-Term on Local Munis
Morningstar panelists disagree on opportunities in Puerto Rico, but agree that the muni bond world is changing, not necessarily for the better.
SEC Wants Pre-Trade Prices Made Public
SEC Chairwoman Mary Jo White is asking for public pre-trade prices to be distributed and for dealers to be more transparent.
What’s Up With Bill Gross? Morningstar Crowd Baffled
Reaction to the PIMCO leader's keynote speech at Morningstar Investment Conference was quick, widespread and heavily digital.
To the Active Managers Go the Spoils in 2014: Natixis
Among other predictions, Natixis sees a sharp split between winners and losers in the stock market, spelling middling results for indexers.
Sunglasses-Wearing Bill Gross Says He’s a ‘Cool Dude,’ Forecasts 3%-5% Return
PIMCO’s Gross speaks of “The Manchurian Candidate” and the press, says Total Return fund is outperforming, and waxes on “New Neutral” of real Fed rates.