Date Title
2008-09-05
World Equity Markets See Negative Three-month Period

The world’s developed and emerging equity markets both lost ground in August, and have produced double-digit, negative returns over the past three-months, according to Standard & Poor’s.

2008-08-29
Long-Term Funds Lose Billions in July

That great sucking sound you heard in July appears to have been money fleeing mutual fund investments.
2008-08-26
Buy and Hold Strategy Can Pay Off

If advisers can convince their clients to stay in the market, investors might find it pays off.
2008-08-26
Mutual Funds See July Asset Falloff

Stock and bond funds experienced net outflows of $3.9 billion in July, according to Finance Research Corporation (FRC) data.
2008-08-18
Transfers Favor Stable Value, But Contributions Cling to Lifestyle

401(k) participants moved assets out of equity into fixed-income investments again in July – a month that saw participant transfers favoring the latter on more than 90% of the trading days.
2008-08-18
Weak Equity, Bond Markets Produce Q108 Declines

Mutual fund assets worldwide decreased 5.1% to $24.81 trillion at the end of the first quarter of 2008—the first quarterly decline in nearly four years, according to Investment Company Institute (ICI).
2008-08-13
Inflation Fears Reverse for Fund Managers

The August Merrill Lynch survey of fund managers says inflation fears have all but evaporated.
2008-08-11
ETFs Feel Effects of Stock Market Volatility

U.S. exchange-traded fund (ETF) assets totaled approximately $575 billion at the midway point of 2008 – down 5.4% from the start of the year, according to a report from State Street Global Advisors (SSgA).
2008-08-07
Millionaires Return from Bearish Terrain

Spectrem Group said its Millionaire Investor Index rose and Affluent Investor Index remained unchanged during July.
2008-07-31
Mutual Fund Assets Drop 5% in June

The combined assets of the nation's mutual funds decreased by $612.42 billion, or 5%, to $11.678 trillion in June, according to the Investment Company Institute (ICI).
2008-07-31
Pax Fined $500k in SRI Violations Case

A New Hampshire socially responsible investment (SRI) money manager has agreed to a $500,000 settlement with federal regulators in charges it improperly bought securities despite its own SRI restrictions that should have prevented their purchase.
2008-07-30
401(k) Participants Pull Out from Equities

401(k) participants continued to flee equity holdings in June 2008, according to Hewitt’s 401(k) Index.
2008-07-29
HNW Investors Report Hedge Fun

Wealthy Americans expressed more satisfaction with their alternative investments than traditional investments over the last 12 months, according to a Bank of America survey.
2008-07-29
Individual Investors Remain Optimistic about Equities

Despite market conditions, a survey from Schroders found that U.S. individual investors are more invested in domestic and international equities than last year.

2008-07-29
ETF Assets Drop in June

The combined assets of the nation's exchange-traded funds (ETFs) were $578.07 billion in June, dropping 5.3%, according to the Investment Company Institute (ICI).
2008-07-24
June Stock Fund Inflows Up Sharply

Stock and bond funds experienced net inflows of $20.2 billion in June, down from $34.9 billion in May, according to data from FRC.
2008-07-17
Economic Slowdown Puts Asset Allocation Out of Whack

Merrill Lynch’s Survey of Fund Managers for July found dramatic polarization in investment allocations and increased skepticism for earnings forecasts.
2008-07-16
UBS Plans to Buy Back Auction-Rate Securities

UBS AG plans to buy back as much as $3.5 billion of auction-rate preferred shares in the face of a lawsuit by Massachusetts authorities claiming the firm fraudulently sold the securities as low-risk.

2008-07-03
Wealthy Americans Take Bearish Stance

Affluent investor and millionaires showed sagging optimism in the month of June, according to results of Spectrem’s indexes.
2008-07-02
Managers Push Against Strong Economic Winds

Russell’s Investment Manager Outlook says investment managers are cautious, but not fearful.

2008-07-01
ETF Assets Up Almost 26% in Last Year

Assets of all ETFs rose in May by $14.36 billion, or 2.4%, to $610.31 billion.