ETFs

A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.

Despite a down 2022, these funds were the best over the last decade.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Some funds lost more than 90% this year.

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.

The conversion would bring its active equity ETF lineup to 15 funds from an existing nine.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

Even the shortest-term debt has enticed money managers far and wide.

Two asset managers gave financial advisors tips on the complex asset class at the Future Proof conference.

The Canadian asset management firm is bringing out the funds amid a backlash against ESG.