-
When it comes to bond funds — or any mutual funds — past performance is not the best way to analyze them. Instead, S&P Capital IQ Analyst Todd Rosenbluth suggests investors should consider the credit risk of the underlying bonds, as well as a fund’s duration, i.e. price sensitivity to changes in interest rates.
January 10 - Money Management Executive
NYSE Euronext U.S. stock volume declined 10.6% in December. Meanwhile, trading volume gained in European stocks, as well as futures and options contracts, the operator of the New York Stock Exchange said.
January 10 -
PIMCO is continuing to build out its active equities platform with the launch of two new funds: the Dividend and Income Builder Fund and the EqS Dividend Fund.
January 10 -
Standard & Poor’s Capital IQ research unit said it has developed a method of forecasting negative and positive earnings surprises of a magnitude of 5% or larger.
January 9 -
Morningstar is no longer just looking backwards -- focusing on three-, five- and 10-year returns. The fund ratings giant is now looking ahead to the future, as well.
January 9 -
Know what to pay attention to and what to ignore.
January 9 -
Investors pulled more than $125 billion from mutual funds that invest long-term in stocks last year, according to the latest data released by the Investment Company Institute. Of that, $5.2 billion got pulled in the week leading up to New Year's Eve.
January 9 - Money Management Executive
Exchange-traded funds have grabbed much of the spotlight among institutional investors, in the past decade.
January 9 -
RS Investments has named Matthew H. Scanlan chief executive officer. He was previously president and CEO of Renaissance Institutional Management, a subsidiary of hedge fund manager Renaissance Technologies. Previously, he was head of Barclays Global Investors' institutional business and a portfolio manager at The Northern Trust Co.
January 9 -
Morningstar is no longer just looking backwards-focusing on three-, five- and 10-year returns. The fund ratings giant is now looking ahead to the future, as well.
January 9 -
Americans of all political leanings are showing signs of increased anxiety about having enough money to make ends meet during retirement, a recent survey commissioned by the Americans for Secure Retirement found.
January 9 -
A new Wells Fargo retirement study focusing on affluent Americans reveals that women are much less confident than men when it comes to their retirement savings.
January 9 -
Did you have the foresight to invest heavily for your clients in Pacific Investment Management Co.'s 25-year zero-coupon U.S. Treasury exchange-traded bond fund, one year ago?
January 9 -
It's been almost as longstanding a practice in the regulatory field as using the phrase "left to pursue other interests" when a company asks one of its top executives to leave.
January 9 -
Know what to pay attention to and what to ignore.
January 9 -
Amidst the worried debate over whether the United States will tumble into recession this year, market watchers agree on one thing: volatility is here to stay.
January 6 -
William Polk Carey, founder of investment management firm W.P. Carey & Co., died on Jan. 2 at age 81, the company announced.
January 6 -
The Internal Revenue Service has increased its audits of taxpayers at upper-income levels.
January 6 -
Putnam Investments is laying off 78 employees, or 4.4% of its workforce. The layoffs, primarily in operations, follow a 3% decline in assets under management, from $121 billion in 2010, to $117 billion in 2011.
January 6 -
The Securities and Exchange Commission has charged an Illinois-based investment adviser with using LinkedIn and other social media channels to attempt to sell $500 million in fictitious securities.
January 5