Tag: Markets
Money Managers See Market Value but Risk Potential
47% of professional money managers in Russell Investments’ latest quarterly poll believe the market to be undervalued, up markedly from 28% in the March 2010 survey.
Bullish Sentiments Hard to Find in BofA Merrill Lynch Fund Manager Survey
Investors’ belief in global economic growth and the ability of corporations to improve profits has significantly eroded, according to a recent survey of fund managers.
Pershing Offers Global Investing Resources to B/Ds and RIAs
Pershing LLC, a BNY Mellon company, has launched an educational initiative about international investing to help its introducing broker/dealer (IBD) and independent registered investment adviser (RIA) customers capitalize...
April Saw $54B in Fund Inflows
Stock and bond funds experienced net inflows of $53.7 billion in April, according to the latest data from the Financial Research Corporation (FRC).
Investors Turn to U.S. Equities in Face of Eurozone Concerns
Investors have sought refuge in U.S. markets in the week that eurozone states delivered a financial package to allay sovereign debt concerns, according to the BofA Merrill Lynch...
2010 Fund Flows Could Go into Record Book
U.S. mutual fund investors have put nearly $200 billion into stock and bond mutual funds so far in 2010, according to Strategic Insight (SI), an Asset International company.
Investment Companies See Growth in 2009
U.S.-registered investment companies managed $12.2 trillion at year-end 2009, a $1.8 trillion increase from year-end 2008.
Poll Finds Many Still Queasy about Equities
A majority of Americans have a false perception of how stock market investments fared last year, and are still uneasy about investing in stocks, according to a new...
Stock and Bond Funds Pull in $70B in March
Stock and bond funds experienced net inflows of $70 billion in March, according to the Financial Research Corporation (FRC).
Most Americans Haven’t Recovered Portfolio Losses
While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.
Target-Date Funds Extend Performance Winning Streak
After six consecutive quarters of negative returns, the average target-maturity fund has now been positive for four straight quarters, according to Morningstar.
Risk Appetite Back on the Rise for Fund Managers
Fund managers are taking on more risk in anticipation of a “Goldilocks” recovery in the economy, according to the BofA Merrill Lynch Survey of Fund Managers for April.
Study Finds Little Change in Retirement Planning Habits
The economic downturn might have prompted some changes in the behavior of Americans, but a new study suggests that their level of retirement planning (or lack thereof) remains...
Managed Accounts Recovering from Market Turmoil
As managed account programs make a comeback after taking a hit during the downturn, Cerulli Associates sees the most growth in mutual fund advisory programs, fueled by 401(k)...
Participant Actions (or Lack Thereof) Helped Mitigate Downturn's Damage
New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...
U.S. Stock Funds Get Snubbed in February
Excluding domestic-stock funds, every other major asset class took in assets in February, according to the Morningstar Direct Fund Flows Update.
Adviser Confidence in Economy Declines
In February, registered investment advisers’ (RIA) confidence in the economy and stock market was down 2% from January, according to Rydex|SGI AdvisorBenchmarking.
SI Report Sees Inflection Point for the Mutual Fund Industry
The mutual fund industry gathered $4.2 trillion in net cash flows worldwide in the second half of the decade, according to a new report from Strategic Insight (SI),...
Global Mutual Funds Make Turnaround in 2009
Equity/mixed, bond, and other long-term mutual funds around the world captured $900 billion in net flows during 2009, according to Strategic Insight (SI), an Asset International company.