Analysis

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U.S. Treasury Outlines Sweeping Capital Markets Reform

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The overarching theme centers on untangling the red tape.

Discord Among Republicans Weigh On Trump’s Tax Plan

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Main disputes center on proposals dealing with the estate tax and state and local tax payments.

Six Trends That Could End The Bonanza In Equities In 2017

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An Invesco strategist outlines six uncertainties that could derail the bull market.

Is Smart Beta In A Bubble?

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David Mazza of OppenheimerFunds says smart beta strategies have more room for growth.

Passive Investing Giants Drive Stewardship Efforts

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There’s a growing awareness that corporate behavior is strongly linked to long-term shareholder value.

Why Investors Do Dumb Things (And How Advisors Can Prevent That)

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Advisors can help clients rein in their emotional impulses, says Barry Ritholtz.

Vanguard Economist Asks: Is Any Job Safe From Tech Disruption?

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The changing nature of work will be the defining trend of our lifetime, says Vanguard economist.

Despite Underperformance, Active Funds Boost Portfolios In 2017, Study Says

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A new study sees long-term value in including actively managed funds to a portfolio.

From Stocks To Bonds, Bear-Market Signals Are Multiplying

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Risks are stacking up for markets across a variety of metrics, according to analysts.

Think A Smart Beta Index Sounds Too Good To Be True? You Could Be Right

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Backtests for smart beta indexes create overly optimistic return expectations.

Active Managers Are Getting Better, But Investors Don't Seem To Notice

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Active managers are improving in their ability to outperform benchmark indexes, says Morningstar.

Why Nervous Investors Should Sit Tight

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Telling clients to lighten up their equities exposure may end up doing more harm than good, says one strategist.

‘Ominous' Sign For Stocks Seen By BofA Survey

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There’s a big drop in money managers who believe corporate profits will improve.

Fidelity: Advisors Might Want To Think Active As Rates Rise

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Advisors are most worried about government and the economy, according to Fidelity.

The U.S. Is The Sick Man Of The Developed World

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The U.S. comes up short in certain key metrics.

IMF Sees U.S. Fading As Growth Engine

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China and others are leading the charge, IMF says.

Vanguard's Curse: New CEOs Presage Unwinding Of `Frothy' Markets

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Stocks may succumb to the same forces that drove investors to exchange-traded funds that track the S&P 500 Index.

How To Get A Free ETF

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Forget the fee wars, find short sellers.

Passive Investing Might Not Be Great for Growth

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There's a debate about whether common ownership is making companies and the economy less competitive.

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