Portfolio

Eagle Asset Management is making a sub-advisory change for its Eagle Capital Appreciation Fund.

The equities markets could be in for a slight correction, while there is little evidence that investors are making a “great rotation” from bond to equities investments, according to a quarterly Barclays outlook report.

Market Vectors ETF Trust has launched the Market Vectors Treasury-Hedged High Yield Bond ETF (THHY) to bet long on high-yield corporate bonds and shorting Treasury notes.

ICI Global has hired Elizabeth Todd as Director of Global Legal Affairs. Todd hails from the Financial Services Authority, where she was the Alternative Investment Funds Management Directive policy lead on the investment funds team.

U.S. exchange-traded fund assets rose $2.49 billion to $1.408 trillion in February, according to Investment Company Institute.

Are mutual fund wholesalers and advisors under-stressed and overpaid? Well, the folks at U.S. News & World Report seem to think so.

Tax-exempt money market funds reversed a recent spate of outflows -- yet gained just a scant $24.2 million -- as total net assets barely inched up to $276.65 billion in the week ended March 18, according to The Money Fund Report, a service of iMoneyNet.com.

Investors were down on the municipal bond market for a third straight week as $261 million poured out of weekly reporting muni bond mutual funds for the week of March 20.

Are mutual fund wholesalers and advisors under-stressed and overpaid?

For the visually inclined, we've created an infographic to highlight some of the major shifts under way in demographics, technology and global wealth.