Investment funds

“I do believe that clients sometimes get too caught up in expense ratios,” an expert says.

“This market environment is a very good one for investors to do a self-awareness check,” an expert says.

Risk managers must be especially vigilant about the bets their traders are making to profit from current market dislocations brought on by the coronavirus.

Instead, the billionaire opted for a lucrative credit hedge that earned his firm about $2.6 billion in profits when the market plummeted.

Cash-hungry REITs are selling their portfolios at steep discounts as talks heat up over similar deals and even equity stakes in the companies themselves.

“Ideally, you would like clients to try not to make really short-term decisions, however this is an unprecedented situation,” an expert says.

Flagship funds at Ken Griffin's firm had been down 5.3% through March 20 before things turned around.

Even when the market was climbing to records earlier this year, John Miller’s risk appetite exceeded that of some of his peers.

The regulator is seeking feedback on whether the current requirements that restrict the use of potentially misleading fund names are effective.

Proponents have long touted the new structure as a way for the industry to compete with mutual funds.

The funds are also some of the lowest-duration products in the market.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

The central bank’s pledge to buy investment-grade credit and certain funds helped spark a rally in higher-rated debt.

Asset managers may need to reassess the assumption that’s become widely held in recent years: that inflation is dead.

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

The relief allows funds to obtain cash infusions through collateralized loans until the end of June.

The iShares fund saw the second-biggest inflow in its 18-year history after the central bank said it would begin buying corporate bonds and credit ETFs.

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.

In need-for-speed markets lashed by the spreading coronavirus, this breed of rules-based trading is paying off.

The funds are trading at staggering discounts to their net asset values in what some have dubbed an “illiquidity doom loop.”