Finance

The move by Guinness Atkinson is likely to be just a start — quant giant DFA is already next in line to make a similar change to its product line.

Spooked by rising bond yields, traders punished the pricier parts of the equity market last week, including many of the fund's top holdings.

The impact of lockstep moves in bonds and stocks can be seen in sophisticated portfolio strategies such as risk parity, experts say.

Self-directed investors have opened more new accounts at the firm in 2021 than in the third and fourth quarters combined.

These long-term leaders also generated gains of more than 76% over the past year.

The exchange operator’s planned regulations are currently too narrow and should be amended, two groups wrote in comment letters to the SEC.

Advisors can enhance strategies by recognizing set patterns of behavior during this period.

Naked short selling is one possible cause.

In the early part of the last decade, critics’ angst focused on how dark pools were siphoning business from Wall Street. Then came the pandemic.

Analysts were permitted to adjust key stresses in the model used in determining commercial mortgage-backed securities ratings, according to the regulator.