Bob Doll and his team at Nuveen Asset Management have described 2015 as the year when investors transition from disbelief to belief, or from skepticism to optimism. Here Doll looks back at how the predictions made at the beginning of the year are holding up.
There has been a flood of liquid alts hitting the market, some designed to dampen volatility and some to enhance returns. But only these three categories have beaten the equities market in 2015....More
VIEWPOINTS: Sam Pittman, Head of Asset Allocation, Private Client Services, Russell Investments; Investing internationally may help clients benefit from diversification–a tax-managed strategy may also be beneficial....More
Edward Jones, a brokerage firm that booked 77 percent of its $6.3 billion of revenue last year from mutual fund and annuity sales, is reviewing its records to see if some fund customers were eligible for fee waivers they did not receive....More
With the annual rebalance of the Russell stock indexes just a day away, brokerage firms are shaving the discounts they typically offer to big index funds on what is usually one of the biggest trading days of the year....More
Our research research shows that two screens have helped achieve better outcomes – low expenses and high manager ownership. Funds sharing these two characteristics have tended to outpace market indexes and the broader universe of active managers over time....More
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
These articles from the Investments & Wealth Monitor focus on what’s ahead for the new normal, investment management in the new normal, and a forward-looking approach to international equity risk allocation....More