Mutual Funds & ETFs
Watch breaking news videos and read news updates about Mutual Funds & ETFs on investmentnews.com
Restored Cuba relations will lead to travel, cigars, not investment opportunities
Even if Cuba's economy doubled, it still wouldn't be 'big enough to move the needle for the U.S.'
Alternatives offer money managers a profitable lifeline
Low-cost index funds capturing 25% of new assets but drive just 5% of revenue.
Powerful Wells Fargo division takes over firm's wealth management research functions
New unit will influence product selections for 15,000 advisers managing $1.6 trillion in assets.
Are ETFs really cheaper than mutual funds?
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
It's not too early to start worrying about a spike in oil prices
Tuesday's Breakfast with Benjamin features a warning over it not being too early to worry about a jump in oil prices. Plus, Vanguard ramps up its financial advice offerings, the pain of diverging global economies in 2015, and John Paulson's painful comeback effort.
UBS renews push to increase advisers' hedge fund use
The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.
Political bickering aside, the health care sector is a healthy investment
The seemingly endless political bickering over health care reform has not dampened investor enthusiasm for the sector, which is leading all stock categories this year, up 24%. “Health care has been kicking tush, and most of my clients want more of it in their portfolios,” said Theodore Feight,
Unconstrained bond funds disappoint
Unconstrained bond funds have showed disappointing returns this year; 1.7% year-to-date compared with 5.6% for its benchmark.
DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger
On Friday's Breakfast with Benjamin, Jeffrey Gundlach calls for more of the dollar's rally. Plus: Warren Buffett places an early bet on Hillary Clinton in 2016, bond manager urges maximum flexibility, and Robert Shiller picks stocks over houses.
IndexIQ deal propels MainStay brand into ETFs
New York Life's acquisition of IndexIQ, announced jointly by the firms' top executives Thursday, yet again pairs a massive money manager with a far-smaller ETF manager.The deal, which is expected to close in the first half of next year, marks the first foray into ETFs for the MainStay brand.In an
Cheap oil no reason to abandon the energy sector, strategists say
Though the energy sector has dropped 14.6% in the past three months versus a 3.5% gain for the S&P, investing experts say the innovation potential in the sector should not be ignored.
Corporate bonds fly off the shelves ahead of looming rate hikes
Tuesday's Breakfast with Benjamin features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).
John Hancock pushes for liquid alts in retirement plans
Breakfast with Benjamin:Shopping season bodes well for stocks. Plus: John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit
Upstart platform attracts advisory firms with access to alts and capital
Trading debt and equity for a distribution relationship may not be right for all advisers.
Brokers' push to fee-based comp slams higher-cost funds
Mutual funds with sales charges and distribution fees are on pace for their fifth and possibly largest-ever year of redemptions.
Connect with Us
Like our fan page to receive the latest news and opinion from InvestmentNews.
Subscribe to this RSS feed to receive the latest news and opinion from InvestmentNews.