-
Worries over weak U.S. data, the impact of President Trump’s multi-front trade war and the interest rate outlook has whipsawed investors in recent weeks.
June 11 -
The top 20 collected nearly $1 trillion in combined assets.
May 21 -
Nearly all posted losses over the last year.
May 15 -
One of its products added a record $368 million after the firm discreetly slashed its fee in March.
May 6 -
The firm unveiled a discount in a footnote on page 94 of a revised regulatory filing.
April 9 -
Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.
March 20 -
The sector has seen an inflow surge in recent months as Treasury yields continue to fall.
March 15 -
The manager is touting momentum stocks even as its own ETF tracking the style suffers its longest outflow streak ever.
February 25 -
The average fee was nearly 20 basis points higher than the top-performer.
February 13 -
The dueling plans will almost double both firms’ platforms to nearly 1,000 combined products.
February 13 -
The proposal from CBOE Global Markets, if passed, would have been the industry’s first-of-its-kind.
February 6 -
The appointment comes after an earlier announcement of broad leadership changes at the firm.
January 25 -
Institutional withdrawals amounted to nearly $35 billion in the fourth quarter.
January 16 -
High-yield and leveraged loan funds “rebounded incredibly strongly (too strongly, possibly),” a strategist writes.
January 14 -
Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.
January 14 -
The top 20 are now home to nearly $1.2 trillion in combined assets.
January 9 -
A recent herding to the sector may be more of a gut reaction rather than a careful evaluation.
December 18 -
The $7.5 billion fund’s comeback comes as the spread between 3- and 5-year yields slid below zero for the first time since 2007.
December 5 -
Fed Chairman Jerome Powell's dovish comments revived global demand for riskier assets.
November 29 -
Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?
November 19

















