While some growth managers seek companies that are reporting the most rapid earnings gains, Janus Fund (JDGAX) avoids the highflyers. Instead, the fund favors predictable blue chips. The aim is to find dominate businesses that can grow steadily...
The FT reports today that “overseas investors bought up Japanese equities at the fastest pace in three years in January as global asset managers rebalanced portfolios towards the country’s equity market from underweight positions.” For more...
At last week’s TD Ameritrade Institutional’s national conference last week, there was much discussion about China. Is China’s growing economic might good for the U.S.? For the world? Is China, giving its despotic government...
After a 2006 opinion from the U.S. Court of Appeals for the Fifth Circuit in McCord v. Commissioner,1 many practitioners expanded their use of defined value clauses for certain transfer tax planning strategies. But many lawyers remained reluctant...
A review of 160 socially responsible mutual funds from 22 Social Investment Forum (SIF) member fund families shows that the majority of the funds outperformed the benchmarks for their categories in calendar year 2009. In particular, nearly three...
