EPFR Global’s fund flow data show that in the week that ended Oct. 17, which included the stock market rout, U.S. growth funds saw $1.1 billion of inflows while U.S. value funds lost $1.4 billion.
S&P’s latest report on fund managers portrays persistent contrasts in performance.
Investors who avoided the dodgiest countries in terms of environmental, social and governance standards would have missed out on huge returns.
Its merger with OppenheimerFunds offers a way around the Vanguards of the world, but investors have reason to worry. Plus there’s a muni bond twist.
If the House flips to the Democrats—a likely scenario—investors may want to add some infrastructure stocks to their portfolio, says the CIO of the EventShares U.S. Policy Alpha ETF, a thematic fund driven by government policies.
U.S. stocks had their worst day in eight months this week. Here's why.
The inverse correlation of U.S. bonds andequities has evaporated.
Many advisors still see portfolio construction and asset allocation as a value proposition.
Futures analysis should provide actionable information that can be used to reduce tracking error or construct more effective hedges.
The smaller the company, the greater the pain.
