Trends, ideas and strategies in mutual fund investing: Where to look for great investing opportunities and managers, how investing philosophies and practices are shifting, and innovations in fund products and management.
For the last couple years, retail investors have been skittish about U.S. equity mutual funds, to say the least, redeeming some $74.5 billion from these funds year to date through November 2011 and nearly $75 billion in 2010. ...
Year to date through November 2011, retail investors have redeemed $61.6 billion from large-cap equity mutual funds, $11.2 billion from mid-cap growth funds, $13.4 billion from world stock funds, and $15.7 billion from municipal bond funds, according to Morningstar data. ...
During his long career, Vanguard Group founder John Bogle has often argued that most actively managed funds trail their benchmarks. In his book Common Sense on Mutual Funds, Bogle notes that 79 percent of active funds lagged the S&P 500 during the 20 years ending in 1998. Recent studies by Bogle and other researchers have reached similar conclusions. ...
While emerging market stocks have been touted for the last couple years as the investment du jour, the message at an Eaton Vance outlook event this morning was quite the contrary....
Before I delve into the accounting loopholes used to prop 3rd-quarter earnings, I will start with pointing out the intimidating amount of choice for ETFs in the financial sector.
There are 25 financial sector ETFs. These 25 ETFs have drastically different stock holdings and, therefore, allocations. The lowest number of holdings is 24 while the highest is 496, per figure 1.
How is an investor interested in financial sector ETFs supposed to choose among all the many options?
...
After experiencing the financial crisis of 2008, clients have a different outlook on market volatility and are reacting differently to the current environment, said advisors at the Peak Advisor Alliance conference this week in Omaha, Neb. Clients are less focused on returns, and are more focused on not losing money, said Kelly Campbell, president of Campbell Wealth Management, during a panel session Friday morning. ...
Retail investors notoriously buy high and sell low. But in the latest rout, it appears a number of mutual fund investors got the timing right, withdrawing...
Registered Rep. is the most trusted digital and print source for the retail investment professional, serving brokers, financial advisors, RIA’s, IBD’s, insurance, financial planners, and financial product companies with award-winning insight coverage of the brokerage, wealth management, fund and financial product industry as well as breaking news, data, rankings, and profiles.
A bunch of social media services have emerged to help financial services firms comply with regulations and make the most of social networks to build business. They've got big plans for 2012.
Subscribe today to get the news you need and information you want from our e-newsletters. To preview the current issue click on the newsletter below. Subscribe Today!
