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Mutual Funds Articles
In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations. Here's some help.
Alternatives can help advisors construct a portfolio that can generate an attractive return, while seeking to protect capital under a variety of market environments.
Jeffrey Gundlach defied conventional thinking earlier this year by betting that interest rates would fall rather than rise. Investors are rewarding him for the call.
Investors pulled cash from the Pimco Total Return Fund for a 15th straight month in July, though outflows were substantially smaller than previous months.
The day after the Dow Jones Industrial Average dropped more than 300 points, two legendary chief investment officers shared sometimes-conflicting views on the U.S. economy.
Ralf Scherschmidt looks for companies that are growing aggressively but are reasonably priced.
Alternative funds keep gaining assets even as some investors become disillusioned with them.
Advisors have over on average $42 million invested in mutual funds, up from $36.8 million a year ago, but they're working with fewer asset managers, according to a new report.
Bill Gross promised in May that Pimco funds would be back on top by the end of the year. His prediction is looking good—unless you count funds Gross runs.
Using alternative investments requires understanding the different types of alternative strategies, how they’re designed to work and how they can best address client expectations.
Financial Advisor Blogs
Portfolio Manager Insights
Robo-advisors can teach every advisor about how the next generation of investors likes to work. + Read more
In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations. Here's some help. + Read more