Fund performance

Sales people are having a hard time marketing new products in isolation, one executive says.

The major issuers of leveraged products, which trade under the ProShares and Direxion trademarks, have each posted inflows of over $2.8 billion this month.

“Recent further Fed action from COVID-19 seems to put another layer on a near-40-year bond bull market,” an expert says.

After becoming unmoored in recent weeks as bond market liquidity dried up, funds that stand to benefit from the central bank’s buying are now rallying.

Five of the top seven performers this year carry AA ratings.

The firm had received margin calls from counterparties including BNP Paribas after its trades went awry, people familiar with the matter said.

Funds with higher risk profiles — high-yield and emerging markets — are now paying the price.

With more than $80 billion in combined assets under management, the winners have started out the year with a loss.

The bank says it has decided to “effectively eliminate the net leverage” of its MLP Income Opportunities Fund and MLP and Energy Renaissance Fund.

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.

That would be a big “no,” in most cases, according to FINRA, but gives rise to another question…

Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.

The haven has been favored as the coronavirus outbreak has spread beyond China, threatening a pandemic and slower growth.

The SPDR fund saw a one-day exodus of $372 million as the sector struggles amid bets that the Fed will cut rates to mitigate damages from the coronavirus.

A recent sale-tax hike in the country and the impact of the coronavirus have driven the yen to it's biggest two-day drop since 2017.

Analysis of funds that have sustainable equivalents shows there’s neither a long-term edge nor a sacrifice for picking one strategy over the other.

The 20 top-performers are largely comprised of low-cost tech offerings.

The BlackRock fund recorded its largest one-day outflow in five years as the sector becomes a political lightening rod for Republicans and Democrats alike.

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.