Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Harvard Academic Sees Debt Rout Worse Than 1994 ‘Bond Massacre’
By Anchalee Worrachate, BloombergBond market is confronting the "perfect storm," says Paul Schmelzing, and debt investors face a multi-year period of sustained losses.
January 03, 2017
Active Investment Management Never Went AwayBut it was overwhelmed by passive investing because of its structural challenges: high costs, high turnover and management by committee.
December 30, 2016
Equity Funds Rule in 2016: MorningstarDespite some bumps during the year, stock pickers proved their worth, according to one analyst.
December 29, 2016
Uncertain Outlook for Muni Bonds in 2017The municipal bond market may have a lot more to worry about than just rising interest rates next year.
December 22, 2016
With White’s Departure From SEC, Hopefully the Bullying Will EndChair Mary Jo White is an extremely smart lawyer, but former prosecutors prosecute; too often, small firms were the victims of bullying by the SEC.
December 21, 2016
‘Dude, Where’s My Drone?’ and Other Potential Threats to Trump RallyThe Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
December 21, 2016
Has the 2016 Stock Market Rally Stolen Next Year's Expected Gains?Strategists say the rally in stocks since the presidential election has discounted much of the support it might get from a Trump presidency.
December 20, 2016
Calamos to Become Fully Private Money ManagerThe company strikes a deal to sell its remaining minority stake to two executives for $8.25 a share.