Equities

As GE’s recent removal from the DJIA demonstrates, index turnover is constant, but it’s only in response to news active managers already knew.

Emerging markets are “a lot less emerging than they used to be” and investors need to adjust their investment filters because of it, said a panel of asset managers at Morningstar’s Investor Conference.

There is only one subcategory of equity funds where investors have been willing to pay for active management so far this year.

Brazil saw its currency slide and its stock market take a battering as investors were critical. But equity funds focused on the country are taking in new money for the fifth time in the past six weeks, suggesting investors are finding attractive...

With U.S. interest rates climbing, stock-buybacks accelerating, and growth in the ”real“ global economy losing momentum, sector-focused investors followed M&As and buybacks during the midweek of June and increased their exposure to the U.S...

The Generations Project reveals differences in perspectives between advisors and their HNW clients, Swell launches socially responsible impact investing and advisors want more independence.

There’s a whole lot happening, but market reactions remain fairly benign.

FINRA is overhauling its registration and disclosure programs, advisors aren’t worried about market volatility and how to talk to clients about betting on the World Cup.

VLO’s rapid rise has also become the speed of its descent.

Investors put new money into U.S. equity funds in early June, while European equity funds extend an outflow streak that has lasted since the middle of 2016, thanks to Italian elections and outflows from France, Austria and Switzerland.