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.
Bill Gross on Low Rates: ‘How’s It Workin’ for Ya?’
By Bernice NapachGlobal markets and individual economies are increasingly addled and distorted as central banks cut rates, sometimes to negative territory, Gross writes.
February 01, 2016
A ‘Big Short’ Lesson About Bond LiquidityRisk analysis can benefit from tuning out the crowd.
February 01, 2016
2015: Not a Great Year For Equity, Mixed ProductsEquity funds suffer their first one-year drop in four years, according to Lipper, declining nearly 3.5% on average in 2015. U.S. diversified-equity funds…
February 01, 2016
How Mutual Fund Flows Put RIA Clients at RiskRetail investors whims can pose a threat to RIAs' clients, dragging fund returns down about 1.5 percentage points annually, Gurtin Fixed Income Management finds.
February 01, 2016
Top Portfolio Products: Northern Trust Adds Target Date-Like FundsA new twist on the target date fund plus a wellness marketplace for small and midsize companies.
January 29, 2016
Puerto Rico Electric Renews Debt Restructuring AgreementThe contract will be extended to Feb. 16 to enable the utility to cut its debt and create a new customer surcharge.
January 28, 2016
A Recession Is Coming: Wilmington TrustInvestors in the meantime should look toward income-earning investments because capital gains will be limited, says CIO Tony Roth.
January 28, 2016
Carbon bubble may wipe $2.5 billion out of Polish pension fundsThe loss would negatively impact pension assets owned by ING Groep NV, Aviva Plc, PZU SA, MetLife Inc. and AXA SA.