Investments

During market bubbles a lot of details get overlooked, according to Dawn Bennett. With the Dow hitting a new high of 15,000, we have to ask ourselves – what are we missing? How long can this last?

Legg Mason filed with the SEC yesterday to launch the Western Asset Ultra Short Obligations Fund, which will be sub-advised by its subsidiary, Western Asset Management Company,

WisdomTree filed with the SEC yesterday to register the S&P 500 Managed Distribution Fund. The fund will track the price and yield performance, before fees and expenses, of the S&P 500 Managed Distribution Index.

With low rates likely to persist, advisors will have to choose between a low return, currency-hedged, indexed global bond portfolio, or one that incurs greater risk and higher cost in pursuit of larger returns.

Income, safety and international. Those are the key words when it comes to describing the most popular mutual fund categories.

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

Principal has filed to launch the Capital Securities Fund in Class S shares.

Daniel Needham has been appointed global chief investment officer for Morningstar Investment Management and managing director for Morningstar Investment Management Europe.

Principal Life Insurance Co. plans to roll out a variable annuity called Principal Lifetime Income SolutionsSM on Aug. 1.

As advisors work to diversify client portfolios, they may need to pay more attention to the percentage devoted to emerging market equities versus emerging market debt.

The active versus passive debate extends beyond the U.S. market to international investing as well, says advisor and Financial Planning contributor, Allan Roth.

When it comes to passive investing, there’s a better way than indexing, according to blogger Steve Atkinson.

Jeff Vinik, in a move that echoes his departure 17 years ago from the Fidelity Magellan Fund, is shutting his hedge fund after making ill-timed bets on gold and the direction of stocks.

Principal Life Insurance Co. plans to roll out a variable annuity called Principal Lifetime Income Solutions on Aug. 1.

UCM Partners, a New York City-based boutique asset manager specializing in residential and commercial mortgage-backed securities, will be launching the UCM MBS Total Return Fund, its second mutual fund.

Arrow Investment Advisors will be launching a new high yield bond ETF. According to a filing made with the SEC May 6, the company registered to launch the Arrow Global Enhanced HY Bond ETF.

The Internal Revenue Service has published 2010 statistics on foreign trusts indicating an increasing interest in foreign investment by U.S. taxpayers, and the impact of changes made in 1996 to information reporting requirements.

Two or three years ago, institutional investors primarily used ETFs for tactical purposes, holding them for less than one year. But now they are using them strategically as well, according to the 2013 Greenwich Associates study of trends in institutional usage of ETFs, which was sponsored by iShares.

Vanguard is establishing an intermediary business in Hong Kong. Along with the new business unit, Vanguard also said the announcement of its first locally domiciled product offering in Hong Kong is imminent.