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.
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
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.
Forty-one percent of independent investment advisers reported that retired clients are reducing the amount of their retirement distributions, according to a study by Charles Schwab.
Madison Dean has announced it will manage all U.S. investors' retirement accounts commission-free, starting Wednesday.
Bank of China (Suisse) Fund Management (BOCS) is offering the BOCS Fund to Chinese and foreign investors.
The Spectrem Affluent Investor Index (SAII) rose 1 point in August, while the Spectrem Millionaire Investor Index (SMII) saw a 6-point gain.
A new study of MBA students suggests women with higher levels of testosterone are more likely to be less risk-averse and take riskier jobs in finance.
Despite strong domestic-equity and sound fixed-income performance during the second quarter of 2009, hefty investor assets were cashed out of separate accounts and collective trusts entirely, according to Morningstar data.
Fund manager optimism about the global economy is at its highest level in nearly six years, according to the Merrill Lynch Survey of Fund Managers for August.
The savings rate is up, but will it last?
Stock and bond funds experienced net inflows of $41.6 billion in June, according to the Financial Research Corporation (FRC).