Passive
Learn about the latest trends in passive investment strategies and their impact on investment performance.
Bonds Tumble Into Their First Bear Market in a Generation
By Garfield Reynolds and Finbarr FlynnSo far this year, the classic 60/40 portfolio is down 15%, on track for its worst yearly performance since 2008.
June 22, 2022
S&P 500 Hasn't Had Such a Bad First Half Since the Nixon EraA 1970's-style inflation shock could send the index crashing about 33% from current levels to 2,525, says Societe Generale strategist Manish Kabra.
June 21, 2022
Fidelity Introduces DIY Platform for Building Custom Index PortfoliosFidelity Solo FidFolios allows investors to build their own index from scratch or choose from 13 thematic models.
June 20, 2022
60/40 Portfolio Set for a Quarter Worse Than 2008It's the latest sign that the hedging power of bonds continues to vanish in the inflation era, sparking wealth destruction across American pension funds.
May 20, 2022
Fee-Based Advisors Face Demand for More Services: Franklin Templeton CEOThey are now expected to provide services that used to be only for the wealthiest, CEO Jenny Johnson said.
May 18, 2022
BlackRock, T. Rowe: Recession Fears Are OverblownThe market has priced in a downturn that may not happen, T. Rowe Price's David Giroux says.
May 17, 2022
Pimco Sees $14B in Outflows Amid Bond SelloffOutside clients pulled money for the first time since the pandemic's start as investors fled fixed income securities.
April 28, 2022
Why RIA Advisors Are Better Fund Pickers Than BD Reps: StudyDual registrants act more like BD advisors when selecting funds, mainly basing decisions on past performance, David Blanchett says.