Markets and indexes

From Elon Musk to Jeff Bezos, the world's wealthiest men have lost a ton of money this year. They're still wildly rich.

Why does Vanguard expect so little from the market? The culprit, not surprisingly, is high valuations, Nir Kaissar writes.

While the worries are all valid, they don’t mean the approach has suddenly become financial suicide overnight, writes Emily Cadman.

Real interest rates, which protect from inflation, have fallen in recent years, making it more expensive to finance future spending, Allison Schrager writes.

“There are a lot of inflationary forces in the market right now as we’re reopening,” says the bank’s head of wealth management.

“Some assets are cheap for a reason,” an expert says.

The actively managed offering will be available as soon as this summer, according to sources familiar with the plans.

Investors betting on a post-pandemic world are sending cash to riskier companies acutely sensitive to the economic cycle.

While its investment strategy may be relatively immovable, the Austin, Texas-based firm has accepted that its approach may need to move with the times.

The former CFTC chair is expected to face intense pressure from progressive Democrats in his new role, many of whom want him to promptly toughen oversight.

Investors are pouring money into U.S. listed products as stocks continue to reach all-time highs and the economic recovery heats up.

The 20 mutual funds in this ranking outpaced broader markets over the past year with an average gain of more than 68%.

Selective bets on undervalued stocks are paying off as unloved value and cyclical strategies fall into favor.

Stocks can take a hit when rates rise on corporations and individuals, a BTIG strategist writes.

Some money managers warn that the optimism is unsustainable as a successful vaccine rollout doesn’t necessarily equate to the return of pre-pandemic life.

The 20 funds in this ranking shed more than $793 billion over the period.

More than a third of Americans plan to save a significant amount if they receive the payment, a survey found.

The move by Guinness Atkinson is likely to be just a start — quant giant DFA is already next in line to make a similar change to its product line.

These long-term leaders also generated gains of more than 76% over the past year.