Bond guru Jeffrey Gundlach is known to make big, bold bets. In 2014, he predicted that interest rates would fall even further, and that bet paid off—big. But recently the DoubleLine Capital CEO has turned bearish on bonds. During a...

John Bellows, a portfolio manager at Western Asset, says that the market consensus that the Federal Reserve will hike rates in December is misplaced. “You can be less convinced it’s going to happen,” he said during a panel...

(Bloomberg) -- For its next act, the $3.5 trillion ETF industry wants to sell you the steady income of a dividend, the upside of a small cap and the good night’s sleep of a low-volatility stock. All at once...

(Bloomberg Gadfly) -- DoubleLine's $3 billion debt exchange-traded fund has stood out since it was started last year. The SPDR DoubleLine Total Return Tactical ETF hasn't had a day of withdrawals. It has grown at an incredible pace even in...

Schwab’s chief technology officer predicts financial services firms will connect to the “rewired” investor with chat bots, virtual reality and machine learning, and that “we’re going to move past investment management as a focal point in five years.”

“One thing I’ve learned is that in the investment business, when you hear the word ‘never,’ it’s about to happen,” said bond guru Jeffrey Gundlach to a room full of advisors at Schwab IMPACT.

Target date funds (TDFs) have proven their value and efficiency. When installed as the qualified default investment alternative (QDIA), they steer plan participants into an age-appropriate, diversified portfolio. In a sense, TDFs turn participants...

My kids groan whenever I try to regale them with tales of the past. The grumbling begins as soon as I say “You know, back in my day….” Groan alert: I’m about to regale you. I come from the commodities world, a place where real goods like go...

(Bloomberg Markets) -- "Everyone is always so curious about millennials,” says Audrey Choi, chief executive officer of Morgan Stanley’s Institute for Sustainable Investing. “Especially in this space.&rdquo...