Investment funds

While several analysts are bullish, not all are convinced of the Canadian asset manager’s newfound strategy.

Despite long-term outperformance, many of the leading 20 have suffered short-term losses.

The fund manager will provide investing and savings accounts and debit cards to 13- to 17-year-olds whose parents are clients.

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

Nick Maroutsos, the head of global bonds at Janus Henderson Investors, is joining the legions of well-off Americans casting aside the shackles of their day jobs.

Not only are the portfolios similar, but performance is nearly identical, writes Bloomberg’s Aaron Brown.

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.

The lineup of exclusively short-duration fixed-income products, taxable and municipal, still managed an overall gain.