Mutual Funds

For the first time, the world invested as much money into replacing fossil fuels as it spent on producing oil, gas and coal, according to an analysis from BloombergNEF.

Checking your 401(k) account balance is a little less painful these days.

Successful investment management can be Impaired by perverse incentives, which are what now plagues value funds.

The popping of the bubble in US stocks is far from over and investors shouldn’t get too excited about a strong start to the year for the market, warns Jeremy Grantham, the co-founder and long-term investment strategist of GMO.

Cathie Wood’s flagship strategy is on course for one of its best months on record, joining assets across Wall Street that are so far defying gloomy expectations for the year ahead in emphatic style.

Ken Griffin’s Citadel churned out a record $16 billion in profit for clients last year, outperforming the rest of the industry and eclipsing one of history’s most successful financial plays.

Do you fear looking back at your career one day and asking yourself “what if” you had made a move to independence?

The death of the cheap-money era is redrawing Corporate America’s earnings map - upending a decade of Wall Street wisdom over which stocks are the bargain buys or the high fliers of tomorrow.

Advisors can illustrate the risks in single-stock positions by educating their clients on the historical evidence that demonstrates diversification is the prudent strategy.

Ray Dalio, founder of the world’s largest hedge fund, has one.

China’s equity benchmark is closing in on a bull market as foreign investors rush to buy local shares on bets that the nation’s economic reopening and supportive policies will accelerate the market’s rebound.

It’s as close to a sure-thing bet as markets ever offer. When the S&P 500 falls 20% or more, a recession is close behind

Market watchers on Wall Street attribute this week’s stock selloff to the insidious threat of recession.

The America First trade that sent money gushing to the US over the past three years is finally starting to lose its shine as market optimism gravitates back to unloved markets outside of the world’s biggest economy.

The US is headed for yet another standoff over the federal debt limit. House Republicans say they won’t raise the arbitrary cap on total borrowing unless President Joe Biden agrees to budget cuts.

The best start to a year for bond returns is helping fuel an unprecedented debt-sale bonanza by governments and companies around the world of more than half a trillion dollars.

Macro hedge funds, which look at economic trends and take advantage of dislocations across asset classes, had a banner year in 2022.

Some of the biggest investors in US commercial real estate are looking to cash in before property values slide further.

Meta Platforms Inc.’s market-beating rally of the past few months is failing to convince some skeptics, given how much money the owner of Facebook and Instagram continues to pour into building its version of the metaverse.

As a financial coach whose mission is to talk fee-only advisors “off the fence” of procrastination, I frequently answer two questions.

Let me share a story of an RIA who will be forced to mount a legal defense because of a lawsuit that is likely to be filed by two of his retired clients.

Morningstar’s latest research showed higher safe spending rates across all asset allocations over all time horizons. I don’t agree with those results.

Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).

The process by which advisors select a TAMP is the latest illustration of fiduciary failure, and the SEC has responded with ominous rulemaking that will have questionable value to our profession.

One of the most lucrative money-making machines in the world of finance is all clogged up, threatening a year of pain for Wall Street banks and private-equity barons as a decade-long deal boom goes bust.

The six biggest Wall Street banks are expected to slash their corporate bond issuance in 2023 for a second year in a row, offering a bright spot for investors nursing record losses from the debt last year.

A disaster for bulls, the yearlong tumble in American stocks has in some respects been almost as rough for the other side of the trade.

Emerging-market stocks extended their lead over US shares in the early days of the new year, with the equity benchmark rising to a six-month high against the S&P 500 Index.

The market volatility and interest-rate hikes that gave US banks their biggest windfall last year may prove to be their biggest headache in 2023.

Money managers for the ultra-wealthy are eschewing traditional private equity funds and betting directly on upstart companies.

The California Public Employees’ Retirement System is making a $1 billion wager that small private equity firms without the heft of the biggest buyout institutions can boost the pension giant’s returns and clout.

The bond market is much cheaper than the stock market, according to Jeffrey Gundlach. Investors should abandon the traditional 60/40 stock/bond allocation in favor of a 40/60 split.

The rising threat of an economic recession has done nothing to dissuade Corporate America from spending big on its own shares.

Tens of thousands of tech sector job cuts may not be enough to reverse the collapse in share prices, given the looming economic downturn could slash companies’ revenues far more than the cost savings they make via layoffs.

Here are two lessons to double the value of your practice…

Probability-based retirement income strategies are highly sensitive to the capital market assumptions used in Monte Carlo analysis. Seemingly small changes in those assumptions can mean the difference between projecting a comfortable lifestyle and financial ruin.

Tight monetary policy and rising government debt will drive a regime of high interest rates, depressing stock prices and destroying the wealth of clients, most severely those at or near retirement.