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Although rising interest rates may challenge those bond investments with the highest sensitivity to interest rates, many parts of global fixed-income markets can provide reduced interest-rate risk and even be used to seek potentially strong performance in a rising interest-rate environment.
February 22 -
Guggenheim Investments is liquidating nine exchange-traded funds to make room for other "products that have demonstrated the most marketplace demand."
February 22 -
The Year of the Snake began on February 10. According to Chinese folklore, this year will be known for steady progress and attention to detail.
February 22 -
Equity and bond mutual funds alike started off the new year with a bang, bringing in $86 billion in fresh assets. This combined with $29 billion flowing into exchange-traded funds was by far the largest one-month gain on record for mutual funds, according to Morningstar.
February 22 -
Mutual funds overall continued to enjoy flows the week ended Feb. 20, reported Jeff Tjornehoj of Lipper.
February 22 -
Sales of deferred income annuities grew to more than $1 billion in 2012. But they are still a minor portion of the overall market, representing less than one percent of total annuity sales.
February 22 -
The Touchstone Funds Group is dumping six funds that its Board of Trustees deems to small and redundant.
February 22 -
Money market mutual fund assets continued its steady decline the week ended Feb. 20.
February 22 -
Its business as usual for Chicago-based Harbor Capital Advisors, a manager of managers shop.
February 22 -
Fidelity Investments, the second-biggest mutual fund manager in the U.S., plans for the second time this year to bar new investors from a fast-growing fund focused on small-company stocks.
February 22 -
Tax exempt money market funds decreased $1.88 billion and total net assets settled at $278.20 billion in the week ended Feb. 18.
February 22 -
Flows to municipal bond mutual funds remained positive for a seventh straight week, but only modestly so, recording $292 million in inflows for the week of Feb. 20.
February 22 -
Fidelity Investments, the second- biggest mutual fund manager in the U.S., plans for the second time this year to bar new investors from a fast-growing fund focused on small-company stocks.
February 22 -
Crestview Partners has announced that it will acquire Victory Capital Management from KeyCorp for $246 million.
February 21 -
Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.
February 21 -
Charles Schwab Investment Management today announced that its suite of 15 equity and fixed income exchange-traded funds reached $10 billion in assets under management as of February 8.
February 21 -
When it comes to disclosure, everyone's for transparency.
February 21 -
State Street Global Advisors has launched the SPDR Russell 2000 Low Volatility ETF (SMLV) and the SPDR Russell 1000 Low Volatility ETF (LGLV) to bet on small and large cap equities.
February 21 -
Fidelity Investments has made its first big step in becoming a provider of actively managed ETFs.
February 21 -
Valentine's Day may be the holiday of passions, but investors seemed mostly unstirred in a week of steady, but unremarkable mutual fund flows.
February 20
