Tag: Markets

Equity Outflows Go to Fixed Income

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.

Value Trumps Growth in Q3

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.

The Case for Equities

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.

Investors Shift from Cash to Equities

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.

Selling Recovery


With participants’ initial panic over, advisers can help them bring their accounts back to life and get back on track in the downturn’s wake

Managers Hot on Emerging Market, Non-U.S. Equities

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.

Removing Probability from the Risk Equation

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.