Stan Luxenberg

In the wake of the Bernie Madoff scandal, investors have been shunning fledgling hedge funds, betting instead on large funds with long track records. But small funds have key advantages.

Advisors have traditionally steered clear of socially responsible investment funds, but some SRI funds excel in downturns. Many investors—with no interest in SRI—are starting to notice.

During the past decade, many equity index funds delivered solid results. Seeing that strong record, some investors are concluding that what works with stocks can also succeed in bond markets. But passive funds hav...

Missed the rally in U.S. equities? Japan’s may be just beginning, thanks to a new stimulus-happy prime minister and the Bank of Japan’s massive appetite for government bonds.

In 2011, the news from abroad threatened to swamp global markets. Headlines warned that the Eurozone could implode. Pundits predicted that China would suffer a hard landing, as the country’s growth machine faltere...

All hail no loads and ETFs!

You can’t blame clients for being disappointed about the yields on fixed income portfolios. For much of the past year, 10-year Treasuries have been yielding less than 2 percent. Intermediate-term bond funds aren’t...

It’s true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs.