According to the latest ETF Snapshot report by State Street Global Advisers (SSgA), as of November 30, assets in the U.S. exchange-traded fund industry totaled approximately $739 billion, an all-time, month-end high.
Sixty percent of investors in 401(k) plans administered by The Vanguard Group who maintained retirement balances over the last two years now have the same or higher balances than at the equity market’s October 2007 peak.
Plans in the Callan DC Index underperformed the average comparable (2030) target-date fund last quarter, and the difference in allocations to equity could explain why.
The stock market is poised to perform fairly well in 2010, according to portfolio managers at T. Rowe Price.
Financial advisers are split over whether the recession has ended, according to the latest Brinker Barometer.
For the third consecutive month, investors deposited a $40 billion-plus amount into bond funds, bringing year-to-date bond fund flow volumes to an enormous $330 billion, according to data from Strategic Insight (SI), an Asset International company.
Lord, Abbett & Co. LLC said its new Web site for advisers offers interactive content about investment solutions, market insights, and practice management.
This holiday season, some consumers are cutting back—but one economist argues that holiday spending is a waste anyway.
The latest Bank of America (BofA) Merrill Lynch Fund Manager Survey found that risk appetite among investors is tip-toeing upward.
The good news is that the economy will see growth in 2010—but it will be modest, said Paul Zemsky, head of asset allocation and multi-manager investments at ING Investment Management.
A new Morningstar mutual fund flow report for October shows that most of the money investors yanked during the 2008 downturn from equity funds has been directed to bond offerings.
Fidelity Investments has rolled out a program to give financial advisers
and brokers access to market intelligence and industry insights about
topics such as retirement planning.
A Mercer study found value funds outperformed growth funds in the third quarter, as the median large-cap value fund posted a gain of 16.3% compared to a gain of 13.8% for the median large-cap growth fund.
As many investors are still underweight equities, the logical thing to do is rebalance back toward equities, said David Kelly, managing director, chief market strategist for J.P. Morgan Funds.
As investors remain optimistic about a global economic recovery, risk
appetite is at its highest point since 2006, according to the latest
BofA Merrill Lynch Survey of Fund Managers.
Open-end mutual funds saw inflows of more than $49 billion in September, according to data from Morningstar.
Exchange-traded fund (ETF) assets in the U.S. rose again in September.
Strong long-term fund flows persisted in August, and the recent pattern of greater flows into bond funds continued as well, according to Strategic Insight (SI).
The latest Russell Investments quarterly investment manager survey found the hottest asset classes are emerging market equities and non-U.S. (developed market) equities at 67% bullish and 63% bullish, respectively.
Financial risk should be redefined to be viewed as the potential to lose money, rather than the average return, said Tim Knepp, CIO of Genworth Financial Asset Management, at a Genworth-hosted media event in New York City yesterday.