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.
Northern Wreck
By Staff WriterThe ongoing fallout from the subprime mortgage calamity in the United States may strike the United Kingdom quite hard, some observers believe. The Bank of England's recent surprise agreement to provide emergency bailout funding for troubled U.K. mortgage lender Northern Rock may only be a harbinger of things to come.
September 17, 2007
Harvard's El-Erian Will Return to PIMCOMohammed El-Erian, who left Pacific Investment Management Co. (PIMCO) to join Harvard University's endowment fund--Harvard Management Company--in October 2005, rebuilt the endowment's investing team in...
September 07, 2007
A Brave Nanotech WorldThis broadly defined emerging technology essentially relates to the control of matter on a molecular level where the rules of quantum physics reign. Increasingly, scientists and researchers are creating and using devices and materials that are too small to even be seen by high-powered microscopes--consider that one nanometer represents one...
September 06, 2007
Lower Prices at Vanguard for Larger ClientsFor investors who have $100,000 to $1 million-plus at Vanguard, the news is good: reduced costs for brokerage and planning, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, perhaps this is yet another layer of competition for customers and assets.
September 01, 2007
Diamonds Among The JunkHigh-yield bonds--those fixed income securities rated below investment grade--have some advantages over more vanilla-type bond products. High yield or "junk" bonds offer higher interest rates...
September 01, 2007
Interest Rate RefresherThe various components are: Real Interest Rate is the compensation, over and above inflation, that lenders demand to lend their money. Inflation is by...
September 01, 2007
Some More TIPSAmong those clients who may be particularly interested in this type of strategy are: Existing or prospective municipal bond owners at risk of losing...
September 01, 2007
Diversifying by Vintage YearAnother important source of diversification in private equity is by vintage year. The private equity market is built around single-use, closed-end funds; so the capital...