How a Global Equities Manager Handles the Market’s Heat
Rick Schmidt of Harding Loevner discusses recent investments in the face of volatility.
Smart Beta Strategies More Popular Than Ever and Growing Rapidly: Survey
Allocations to smart beta strategies jumped from 36% to 46% in one year, according to FTSE Russell's latest Global Institutional Smart Beta survey.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
Can This Fee Structure Save Actively Managed Funds?
A new series of funds AllianceBernstein expects to launch this year charge full fees only if they outperform.
What’s More Tax-Efficient Than ETFs? Maybe a Tax-Managed Fund
Frank Pape, director of consulting services at Russell Investments, explains why advisors should focus on after-tax returns and favor tax-managed funds.
Templeton’s Mobius Says Low Market Volatility Tied to Social Media
Templeton investing guru says social media creates confusion; people then dismiss bad news, leading to market calm, he says.
AXA Moves to Sweat the Asset Managers in U.S. IPO Plan
The author says managers were careful not to say how much of the U.S. operations they might sell.
Most Markets Have Made All Their Gains for the Year: Wells Fargo’s McMillion
The head of global asset allocation strategy also says to expect more volatility and opportunities to make some tactical adjustments.
Barclays Capital Slammed With $97M Fine for Overcharging Clients
The firm improperly charged certain advisory clients almost $50 million in advisory fees, the SEC says.
Morningstar’s April Winners and Losers
The research group raises its evaluation of seven funds while dropping ratings on 10 others.