Investments

Demand from clients has some advisors reconsidering sustainable investing strategies.

The world’s largest debt market may not be as sleepy as it seems.

Average portfolios tend to be traditional and helped stabilize markets during the COVID-19 crash, new research shows.

The market for newly minted stocks has exploded this year, with U.S. initial public offerings raising more than $80 billion so far.

Unlike many digital advisors, Retirable is not offering investment management or targeting millennials.

Gold buying by central banks, an important driver of bullion’s advance in recent years, is forecast to pick up in 2021 after a slowdown this year.

The agency would have us take a step backward and limit the use of forward-looking datasets.

If this year has taught our industry anything, it’s that the key is to stay nimble.

Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.

The Bloomberg Barclays Global High Yield Index flipped to an annual loss this week after just seven weeks in the green.

More than 40% of Black and Hispanic adults say they have used money from a savings or retirement account to pay their bills since the outbreak began, a survey finds.

In the first half of the year, fewer than a third of U.S. domestic equity fund managers delivered annualized returns that outpaced the S&P Composite 1500.

Expenses fell by 20 basis points and risk-adjusted returns climbed 92 bps, according to the study.

Investor advocates, religious groups and proponents of ESG investing argue the changes are a gift to business lobbyists that will muzzle corporate critics.

“It’s not just a shiny object, it’s really about content,” the firm’s head of ETFs and indexed strategies said.

A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.

The fund giants voted for 99% of U.S. directors proposed by the energy, utility, banking and automotive companies reviewed by nonprofit research group Majority Action.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.

Funds from the biggest three issuers account for more than 80% of the industry's total assets.

Could single premium immediate annuities be the answer to ultralow rates?