Investment funds

A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

High-yield and leveraged loan funds “rebounded incredibly strongly (too strongly, possibly),” a strategist writes.

The Janus Henderson Global Unconstrained Bond Fund has experienced 10 consecutive months of redemptions, underperforming 80% of peers.

BlackRock will see the largest reduction to its workforce since 2016.

Data reported by the Investment Company Institute.

The top 20 are now home to nearly $1.2 trillion in combined assets.

“Recent small reductions in headcount reflect the need to balance our workforce growth with the current needs of our business," the company says.

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).