Factor-based investing strategies have taken the ETF world by storm, with hundreds launched in the equities market. But the best smart beta plays may be in fixed income.
The third installment of BNY Mellon Investment Management’s series on investible themes under the Trump administration looks at the prospects for greater market volatility in the wake of policy and economic risks.
Starting June 9, the same day the DOL's fiduciary rule takes effect, advisers who want to buy mutual fund class shares for retired clients will be required to buy T shares.
A newly study from The University of Oklahoma looked only at managers and how they did, rather than the fund itself.
The second installment of BNY Mellon Investment Management’s three-part look at investible themes under the Trump administration: Inflation, and rising rates.
Inspire plans to launch the first religiously focused fixed-income fund within the next few weeks.
The high cash levels underscore how difficult it is for fund managers to navigate a decades-long bond rally that may be due for a correction.
Informed Portfolio Management (IPM), which manages $6.7 billion, has returned 9 percent so far this year in its main fund.