Most Recent Blog Posts

Apr 19, 2016

The Mega Trends Driving Change in the Next Decade

More change will occur in the next 10 years than in the last 25 years, says Haiyan Wang. Advisors should pay attention to the mega trends driving....More
Mar 30, 2016

Exchange Operator Bats to Buy ETF.com

ETF.com is selling its media business to U.S. exchange operator Bats Global Markets, the website announced this week....More
Mar 17, 2016

American Funds: This Select Group of Funds Outperforms1

According to American Funds’ own assessment of active managers, some funds do beat the benchmark. But is it just data mining?....More
Mar 07, 2016

The Life Expectancy Gender Gap Is Narrowing

The difference between the average life expectancy for men and women is narrowing, according to J.P. Morgan Asset Management’s new Retirement Guide....More
Feb 24, 2016

WisdomTree Unveils New Dynamic Currency-Hedged ETFs

WisdomTree’s currency-hedged strategies have been wildly popular in recent years with the rise of the dollar. The firm believes dynamic hedging will....More
Jan 20, 2016

ETF Pundits: Smart Beta Is Active Management

Smart beta has become one of the hottest investment trends in the industry. But like active management, these ETFs are going to go through....More
Dec 17, 2015

Neuberger Berman: Third Avenue Fund Managed Like Private Equity

Neuberger Berman's Fixed Income CIO believes Third Avenue's Focused Credit Fund was managed like a private equity fund, not a 40 Act mutual fund....More
Dec 14, 2015

What Led to the Demise of Third Avenue’s Focused Credit?

The demise of Third Avenue’s Focused Credit Fund shows that not all strategies, especially those with concentrated bets in low quality bonds, belong....More
Nov 12, 2015

Five Questions Advisors Should Ask Alternative Managers

Investment Insights' Fund Manager Sonja Uys says advisors should ask asset managers these five questions before putting client money in an absolute....More
Nov 05, 2015

With Dearth of Tech IPOs, Mutual Funds Look to the Private Market

Technology companies are now waiting longer to go public, forcing mutual fund companies, such Fidelity and T. Rowe Price, to get into the secondary....More
Nov 04, 2015

Collective Investment Trusts Expand Product Usage

Collective investment trusts are broadening the type of investment products they use and becoming more complex....More
May 01, 2015

Alternative Fixed Income Products In High Demand Among Advisors

A new report shows non-traditional bond products to be in high demand as advisors look to guard portfolios against interest rate risk....More
Feb 04, 2015

American Funds ETF Is Not Imminent

Despite published reports that American Funds is getting on the ETF bandwagon, the mutual fund darling has no immediate plans to launch an ETF....More
Oct 09, 2014

Growing Pains for Hedge Funds in the Liquid Alts Space

The transition into liquid alternatives has not been an easy one for hedge fund managers, but ‘fund adoption’ could be the next wave of growth, says....More
Jun 27, 2014

Bonds Aren’t Dead Yet. Here’s Why.

A lot of smart people are betting on rising interest rates. But Dennis Gartman, editor of The Gartman Letter, says it’s a terrible, terrible bet....More
What's Yield of Dreams?

Casting a gimlet-eye on asset management issues.

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