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The last time SPY saw inflows of this magnitude U.S. stocks were on the cusp of a bear market in late 2018.
April 16 -
Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?
April 15 -
Nick Maroutsos’ vision for JUCTX, which lost over half of its assets when the ex-bond king pulled out, is far different from the unconstrained strategy.
April 10 -
Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.
April 9 -
The firm’s fixed income and currencies trading unit head is among the high-profile executives to leave, according to people familiar with the matter.
April 8 -
Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.
April 3 -
A flashback to reactions from policymakers and financial titans in 2006 and 2007 highlights recent skepticism that inversions signal recession.
April 3 -
Data reported by the Investment Company Institute.
March 28 -
Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.
March 20Wealth Logic -
Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.
March 19