Results for "mutual funds & ETFs"

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Trade-war threat presents opportunities for energy investments

May 23, 2019

The looming threat of a global trade war could create a unique speed bump for the rallying master limited partnership fund category, but the next move in navigating the slippery energy sector depends on your outlook for oil prices. Mutual funds...

How one adviser is getting ahead of the hot IPO market

May 22, 2019

The raft of high-profile initial public stock offerings this year has one financial adviser jockeying to get ahead of the trend by launching a fund that invests in companies before they go public. James Gambaccini, managing partner at Acorn...

How ETF investors are playing trade tensions

May 20, 2019

Exchange-traded fund investors are shaking up their portfolios to prepare for any fallout from the trade skirmish between the U.S. and China. There's been a rush into domestically oriented small-cap shares and out of funds that hold Chinese...

The growth of factor-based investing

May 18, 2019

The steady migration of investor assets out of actively managed mutual funds and into passively managed exchange-traded funds is fueling the growth of factor-based investing, an old idea that has taken on new appeal for financial advisers and...

Grim milestone for active management

May 16, 2019

The month of May is about to usher in a significant milestone for actively managed mutual funds, and not a favorable one. The trends suggest passive U.S. equity fund assets will gain a majority of market share for the first time ever over actively-managed...

Uber IPO flop is coming to an ETF near you

May 15, 2019

Investors betting that the bad times are over for Uber Technologies Inc. after a dismal trading debut will soon be able to express their views through an exchange-traded fund. The $40 million Renaissance IPO ETF (IPO) plans to add Uber to its...

Fate worse than zero hits fund land

May 15, 2019

The trend that's been driving fees in the world of asset management relentlessly lower has finally reached its (il)logical conclusion. The Securities and Exchange Commission has just approved an exchange-traded fund with negative fees. It's...

Capital Group, bastion of active management, rebounds to $1.9 trillion

May 14, 2019

It's been a trying decade for Rob Lovelace. Capital Group Cos., the money-management firm his father's father founded in Los Angeles during the Great Depression, took a beating after the financial crisis. Over seven straight years, clients pulled...

Small-cap stocks bear the brunt of trade dispute

May 13, 2019

As the United States and China roll out tariff hikes in an escalating trade war, smaller-company stocks are taking the biggest hit. Contrary to the general belief that smaller companies are more immune to global politics and macroeconomics,...

Kyle Weaver of Fidelity pursues deep value in secular themes

May 13, 2019

Kyle Weaver doesn't describe his investing style as aggressive, but he does adhere strictly to a three- to seven-year time horizon when picking stocks for the more than $6 billion he manages across three portfolios at Fidelity Investments. Mr....

Finra bars former America Northcoast rep over unsuitable ETF trades

May 10, 2019

The Financial Industry Regulatory Authority Inc. has barred Dominic Tropiano, a former broker with American Northcoast Securities in Cleveland, Ohio, for making trades without customer knowledge in nontraditional ETFs that were unsuitable for...

ETF investors see gyrating markets over next six months

May 10, 2019

A majority (61%) of ETF investors expect market volatility to increase over the next six months, and close to half (44%) say they will put more money into exchange-traded funds as a result, according to a survey of 1,500 investors who bought...

ETFs threaten to 'amplify' systemic risk when liquidity dries up

May 9, 2019

Exchange-traded funds face a growing threat from the very traders who sustain them, according to Moody's Investors Service. The $3.9 trillion U.S. industry could feed systemic risks if market makers, which play a crucial role keeping the price...

'Death by Amazon' gauge exposes gulf between retail ETFs

May 9, 2019

Measuring the impact of Amazon.com on exchange-traded funds just got easier, thanks to a new "Death by Amazon" gauge from CFRA Research. Retailers at risk from the Seattle-based company's expansion underperformed the S&P 500 Index by more than...

Actively managed TDFs are getting edged out

May 9, 2019

Passively managed target-date funds are sucking the life force from their actively managed counterparts. The money flowing into passive TDFs — those that invest primarily in funds that track a broad market index like the S&P 500 — has increased...

Galvin charges Janney with churning high-fee mutual funds

May 7, 2019

Massachusetts Secretary of the Commonwealth William Galvin charged brokerage Janney Montgomery Scott with churning high-fee mutual funds, a signal of continued regulatory interest in share-class violations. In a complaint filed Tuesday, Mr....

Federal appeals court rules against advisers on disclosure failure

May 6, 2019

A federal court recently ruled a Texas investment advisory firm failed to disclose conflicts related to the sale of mutual funds, but it also said it didn't do so willfully — vacating the civil penalties and sending the case back to the Securities...

The longest bull market in history can't shake the skeptics

May 3, 2019

With the S&P 500 Index up more than 16% from the start of the year, the current bull market is officially the longest on record. But the latest mutual fund flow data suggest retail investors might be getting tired of the run. This year through...

BlackRock takes lead in battle of lower-fee ETFs, but winning hurts

May 3, 2019

BlackRock Inc., the world's largest issuer of exchange-traded funds, is winning a battle to attract investors with lower fees, even as success takes its toll. The iShares Broad USD High Yield Corporate Bond ETF, ticker USHY, added a record $368...

Asset managers preparing to launch nontransparent ETFs

May 1, 2019

Financial advisers would be wise to start boning up on the ins and outs of nontransparent exchange-traded funds, because they might be coming soon to a platform near you. For years, asset managers have been trying to quietly nudge the concept...

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