The awareness-raising insights of behavioral finance continue to shed new light on the subjective experience of risk. In response, the financial services industry has made significant investments in investor education.
Is there a smarter approach than smart beta? New York-based advisory firm Gerstein Fisher thinks so, according to a comprehensive examination conducted by the firm looking at the last 40 years of fundamental indexing....More
The second half of 2015 promises to deliver an interesting ride for investors. After what was a relatively quiet first half, capital markets are being confronted with a mounting set of challenges as we enter the back half of the year....More
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.
With European stock markets teetering near all-time highs on the back of merger proposals, stake-building and rebuffed bids, valuations have been pushed up to look frothy relative to historic levels....More
The managers of some of America's biggest bond funds are trying to protect their portfolios from the effects of a potential interest rate hike by cutting exposure to emerging markets, boosting liquidity and reducing duration....More
The $14 trillion retirement gap in America “is so scary we’ve stopped talking about it,” Sallie Krawcheck said during a keynote presentation at the Morningstar Investment conference. “And the retirement crisis is a woman’s crisis.”...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