Investments

Energy investments can be volatile individually, but in many cases the aggregate can be a solid investment.

Index deletions lag the market by more than half in the year leading up to their removal from an index, but they historically outperform the market for at least five years after the breakup.

The passive-investing juggernaut is picking up speed — and it's stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.

All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.

The founders of HPS will lead a new private financing business unit in BlackRock.

As investors think about moving cash out of money market funds, a low-duration strategy could make sense.

The Texas AG leads a lawsuit against BlackRock, Vanguard, State Street, alleging asset managers' influence on coal production led to higher energy prices.

With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.