Investments

The $4.9 billion fund has come under close scrutiny as crude’s rapid plunge forced it to quickly shift some of its giant positions on short notice.

As asset managers launch funds with this new structure, lack of familiarity may hinder advisors’ adoption of them.

While small deals are likely, CEO James Gorman said he’d be reluctant to take on a large-scale acquisition

"It's now June and if you’ve been on a deserted island for the last five months you couldn’t have fathomed the movements we’ve seen," an expert says.

How the Fed proceeds is key for investors who have plowed into steepening bets, a move that peaked with last week’s surge in 10- and 30-year yields.

The central bank’s own data show that slightly more than half of U.S. households own stocks. But that doesn’t come close to telling the whole story.

One strategist — who last month warned about owning stocks — said that he now believes he was “far too cautious” during the current market rally.

In the months since CEO Larry Fink’s push to focus the firm’s efforts on ESG, the investing landscape has changed more than anyone could have anticipated.

The firm's new suite of eight low-cost ETFs include two funds that are no-fee.

Wild market swings have given many active managers a rare respite after a decade-long battle against the rise of passive investing.

It’s the regulator’s largest restitution order this year.

The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second.

The products will have the same management and research teams as the firm's similarly named mutual funds.

An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.

The decade’s top performers also outpaced broader markets over the short term.

Evenings on the town are being replaced with conference calls, online concerts and care packages.

Don’t expect significant changes anytime soon to longstanding complaints about conflicts of interest in the “issuer pay” model of the ratings business.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

The funds will be used to support housing, job training and aid for small businesses in communities that have been disproportionately affected by the pandemic.