Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend
Most articles written on active management vs. passive indexing rarely provide precise “apples to apples” comparisons, much less an all-institutional dialogue about true data.
Bill Gross Warns Investors: ‘Get Down Off This Peak’
The Janus Funds manager is warning that the Himalayan heights investors have scaled over a 35-year bull market leave no more room to climb.
Top Portfolio Products: Recon Capital Adds FTSE 100 ETF
Also, Altegris launched a fund for accredited investors and Genpact added a wealth management solution.
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
4 Things Advisors Need to Know When Switching to ETFs
There are important differences with mutual funds that need to be considered by advisors.
Fund Investors Favored Taxable Bonds, International Equities in March
Mutual funds saw overall net outflows in March for the first time this year, but taxable bond and international equities found favor with investors, while international equity ETFs took in $24 billion.
Fund Fees Plunge Thanks to Investors
Fund expenses are coming down, but don’t thank the financial services industry.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
SEC Fines BlackRock Over Energy Fund Manager Who Owned Oil Company
BlackRock Advisors will pay $12 million for not disclosing that a top manager's portfolio was heavily invested in a venture he had a stake in.
Should Mutual Funds Be Illegal?
There's a congealing regulatory view that index funds are Good and active management is Bad, Matt Levine writes.