(Bloomberg) -- One of the pillars of 2016’s record-setting global bond rally is starting to buckle...

(Bloomberg) -- One selling point of a newfangled investment strategy that has swept Wall Street is diversification through factors: buy stocks with high dividends, and your results will vary from those chosen for price momentum. But what if...

“What goes up must come down.” So, supposedly, said Isaac Newton. It turns out what applies to physics also applies to financial markets. So what went up? Well, about a month ago, we puzzled over the steepening contango in the Comex (CMX) gold...

(Bloomberg) -- It’s the hot new address for an old Wall Street machine: 1209 North Orange Street...

(Bloomberg) -- Family offices, which manage the money of wealthy clans, are growing wary of hedge funds...

(Bloomberg) -- Fidelity Investments, one of the largest U.S. mutual fund companies, is expanding its exchange-trade funds business by introducing its first so-called smart beta offerings...

If you want to understand why value strategies have trouble attracting inflows, look not at investors but at the people they hire.

(Bloomberg View) -- Forty years ago last week, Vanguard’s John Bogle created the first index mutual fund, offering investors a guarantee: They would never outperform the market, but nor would they underperform it. The Index Investment...

“Summer Charts” is a series of current financial topics explained in dots, lines and only a few words—just the right “mix” to concisely convey ideas for critical thinking about economic topics and investing.  My little community in Edgewater...