Capital markets

Funds advised by Katie Koch, whose firm has about $1.8 trillion under supervision, are beating their benchmarks at an 80% rate in 2020.

The S&P CoreLogic Case-Shiller home price index hasn't yet reflected the impact of the coronavirus, but an independent market maker has some thoughts on how it might.

There’s a lot to complain about these days, from the effectiveness of the government’s $3 trillion stimulus package to unlimited quantitative easing.

This year’s honorees discuss how their firms are coping with the coronavirus pandemic and how this period may reshape the industry.

Fallout from the deepest worldwide downturn since the Great Depression has magnified economic and social inequality across the globe.

With few corners of the fixed-income industry safe from harm, investors’ faith in managers appears to be intact — for now.

Dubbed Disco III, the fund will target leveraged loans, high-yield bonds and collateralized loan obligations.

The holdings in these top-performers “are companies that will be replaced, from a performance standpoint, over the next decade,” an expert says.

Total net assets in Michael Hasenstab's Templeton Global Bond Fund slumped to $22.6 billion as of March 31, public filings show.

Asset managers are targeting massive amounts of capital to benefit from credit market stress as the coronavirus leaves many companies in need of support.

Venture capital investment has plummeted in many coronavirus-ravaged economies, but larger, profitable fintech firms with the right digital products might still score funding.

CEO Larry Fink has provided the federal government insight on coping with the fallout from the pandemic.

Private equity points to the birth of the advisor independence movement as proof they’re in it for the long haul.

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.

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

Risk assets have benefited from stimulus programs enacted to shore up the economy as the fallout from the coronavirus continues to wreak havoc.

“People are just saying, ‘Why should I pay for an active manager when most of them lose to the benchmark anyway?’ This is a big deal,” an expert says.

The $349 billion stimulus package from the Small Business Administration provides loans to cover payroll, rent and utilities for up to eight weeks.

“I do believe that clients sometimes get too caught up in expense ratios,” an expert says.

Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.