Portfolio

Clients may consider rebalancing their portfolio more often to address asset allocation shifts as a result of the downturn.

“These funds got an assist from the Fed when they were told they would backstop the higher end of the high-yield credit industry,” an expert says.

The setback for the hedge fund, which slid as much as 14% in the first quarter, is another example of the turmoil wrought by the coronavirus.

There’s more money at stake when executing trades in current market uncertainty.

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

It’s one of several ways that the firm is working to keep growth plans on track.

There are important distinctions between 2020 and that meltdown 10 years ago, writes John Taft.

Deposits increased by almost $30 billion in March alone, with clients shifting out of equities and into cash.

The firm expects a second wave of opportunities, particularly in commercial mortgage-backed securities and collateralized loan obligations.

The poor showing may lead investors to question why they’re paying some of the highest fees in the money management industry.