Could 2015 be the year we start feeling better about the U.S. economy than the stock market? Or could lower oil prices cause dislocation outside the U.S.? Nuveen’s Bob Doll puts out his 10 predictions for 2015.
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
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.
The prospect of Greece defaulting on its debt has long been viewed as the recipe for a global stock market disaster. Yet some fund managers are prospering by ignoring the risks of another financial crisis and moving more money into European stocks....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
Patriots tight end Rob Gronkowski, one of the least likely examples of financial frugality due to his excessive off-the-field partying, has reportedly managed his fortune quite well since he entered the league....More
Wall Street's industry-funded watchdog is weighing fresh enforcement cases against brokerage firms alleged to have overcharged mutual fund investors, an official with the Financial Industry Regulatory Authority (FINRA) said on Tuesday....More
The hedge fund industry set a new record during the first quarter when an industry research group said 10,149 funds are operating around the world even after hundreds of existing funds shut their doors during the same time....More
The Financial Industry Regulatory Authority, Wall Street's industry-funded watchdog, said on Thursday it met with other regulators and financial firms to discuss issues that pertain to the corporate bond market....More
Investors face continued volatility in the remainder of 2015—but there’s an upside too. In this mid-year outlook, the experts at Janus Capital Group share investment insights and strategies to help you navigate the months ahead....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
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More