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While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
June 5 -
A fund weighted against brick-and-mortar businesses dropped 13% while the industry’s largest retail product tripled the return of the broader benchmark.
June 5 -
Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.
May 31 -
The Treasury is expected to sell a combined $99 billion of fixed-rate notes this week, in some of its largest offerings since 2010.
May 21 -
The average annualized return of the top 20 funds has been nearly 15%.
May 16 -
Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.
May 14 -
One topic under alleged examination is the monthly process through which prices of the benchmark’s futures contracts are calculated.
May 4 -
“Securities that offer souped-up returns are just too dangerous,” says Executive Vice President Jim Ross.
April 30 -
Investment firms are pushing into the country as financial reforms open access to an industry that’s expected to grow more than five-fold by 2030.
April 24 -
At some point, stock price gyrations became synonymous with bad performance. Actually, it’s "only a reflection of volatile movements in the market.”
April 16 -
Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.
April 13
SunStar Strategic -
Assets topped $6 trillion as investors continue to move money into passively managed funds.
April 13 -
The continued ascendancy of low-cost passive funds puts pressure on compensation overall, particularly in active management.
April 9 -
“It’s bad when this happens on a Friday, because then people get freaked out over the weekend.”
April 6 -
The convertible bond ETF has its heaviest weighting in the semiconductor industry.
April 3 -
Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.
March 29 -
This time inverse leveraged technology funds are at the center of the action.
March 29 -
While the S&P 500 has risen or fallen by more than 2% six times this year, it swung by twice that amount nine times in October 2008.
March 28 -
S&P 500 enjoys its biggest one-day jump since August 2015.
March 26 -
It’s been a miserable week for higher-risk markets, as a trade war edged closer and the tech sector was roiled by Facebook’s scandal.
March 23

















