Advisors don’t appreciate how cautious clients have become, said speakers at the Investment Company Institute’s recent general membership meeting in Washington yesterday. Despite two years of rising...
Worried that interest rates could rise for years to come, some investors have been dumping their bonds. But the extreme bears are probably overreacting. Under most scenarios, bonds will deliver modestly positive...
Should you pay attention to Morningstar’s star ratings? No, say a growing number of advisors. The stars are based on risk-adjusted past performance, and the past doesn’t necessarily predict the future, the...
Claims that fundamental indexes would outperform have so far been true. But is there enough data to build client portfolios around fundamental indexes?
Municipal bonds have sagged recently. Analysts blame falling bond prices on a variety of causes, including rising interest rates and concerns about municipal defaults. Should you dump your bonds? No.
Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. The funds aim to produce positive results almost every year. New entrants include Loomis Sayles Absolute...