Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Active Funds Lag Passive Peers in Volatile Market: Morningstar
By Dinah Wisenberg BrinOverall, an active fund had "below a coin flip's chance of surviving and outperforming its average passive peer."
July 18, 2022
Morgan Stanley, Goldman Say Stocks Have Yet to Find a BottomAlso, JPMorgan strategists say that markets could experience more challenging earnings-related news over the summer.
June 30, 2022
S&P 500's Worst First Half Since 1970 Won't Tell You Much About the Second HalfSince 1957, when it had a negative first half, the index experienced a negative second half about half the time, says Anu Ganti of S&P Dow Jones.
June 21, 2022
Advisors, It's Time to Dust Off the Inflation PlaybookInflation isn't looking so transitory anymore. Here's what investors can do now.
May 23, 2022
Wall Street Is as Baffled by Stocks Now as It Has Ever BeenProfessional forecasters are quickly rolling back projections that now look overly rosy.
May 12, 2022
Meet the 2022 Asset Managers of the YearThis year's winners were selected from thousands of managers on the Envestnet platform by Envestnet | PMC and ThinkAdvisor.
April 25, 2022
Stocks Could Fall Another 10% as Rates Rise: Dennis GartmanIn January, he said stocks could drop as much as 15% in 2022; so far this year, the S&P 500 is down 11%.
April 25, 2022
S&P 500 Ready to Join Bear Market: Morgan StanleyIn the current market climate, it appears "the overall index is about to fall sharply with almost all stocks falling in unison," strategists say.