Mon, 9 Dec 2013
Demand for U.S. equity and global all-asset strategies highlights advisor interest this year.
Vanguard principal and ETF strategist Joel Dickson responds to worries that increased passive investing has led to more market volatility and that ETFs cause investors to gamble with their portfolios.
The fund giant saw an executive-management shuffle, ultra-short- bond fund launch, new lower-touch advisory service, and continued inflow domination.
Investors should keep tabs on a few key indicators as Vanguard switches the benchmarks for 22 of its index funds.
The switch from MSCI to FTSE and CRSP indexes for 22 Vanguard funds is all about three things, says Vanguard principal Joel Dickson: cost, cost, cost.
As yields rose, both taxable- and municipal- bond funds saw record monthly redemptions in absolute terms in June.
Retirement Readiness Bootcamp Part 5: Morningstar strategists share their top fund, ETF , and dividend stock picks to fill your retirement portfolio.
Fund flows during the first quarter revealed that investors moved from more defensive to higher-yielding bond funds , and flows into passive bond funds picked up.
As rising rates and emerging markets lose momentum, fund investors are eyeing nontraditional fixed-income categories and European and Japanese equities.
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