Analysis

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Factor Crowding A Threat?

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Assets in smart-beta ETFs just topped $500 billion for the first time.

Trump Trades (Mostly) Alive And Well

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The pro-growth and other bets are holding up 10 days into the president's term.

Fear Of Economic ‘Race To Bottom,’ Strong Dollar In Davos

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The IMF chief worries Trump plans could spark reactions.

Goehring & Rozencwajg Launch Resources Fund

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The fund will concentrate on natural resources such as oil, natural gas, metals and agriculture.

Diversify Here To Prepare For 2017's Unknowns

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Morningstar's Russ Kinnel gives his recommendations for where to invest in 2017.

Trump, Fed Headed For Clash Amid Dollar Surge, Economists Say

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Trump and the Fed are heading for a collision that will almost certainly result in a stronger dollar, say two economists.

Portfolio Managers Deal With Chaotic World Events In Differing Ways

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The challenges of change are being met with varying reactions from asset managers.

History Shows Best Equity Gains Come From Emerging Markets

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Developing nations are top-rank both when converted into U.S. dollars and on a volatility risk-adjusted basis.

Death Of Deflation Predicted For 2017

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Prepare for higher inflation next year, says the collective crystal ball of investment prognosticators.

Morningstar Picks Best Bets In Financial Services Sector

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Morningstar named Affiliated Managers Group, Oaktree and Visa as good bets for New Year's investments.

Active Fund Managers Nurse Losses, Look To 2017

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2016 saw largest-ever net withdrawals from actively managed stock mutual funds.

Trump Win Could Usher In Boom For U.S. Housing, Says Shiller

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Robert Shiller says rising mortgage rates could create short-term gains in home prices.

How The Trump Rally Could Save Endowments

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The most feasible path for them to fulfill their multiple objectives is by harvesting high markets returns.

Deflation Will End in 2017, BlackRock Predicts

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What many policymakers wanted for years, higher prices, are around the corner, BlackRock says.

Trump's Election a Win For Alts, Smart Beta

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Amid uncertainty and exuberance, advisors employed smart beta and alts in the third quarter.

Interval Funds Garnering Advisors' Attention

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Interval funds offer good returns in exchange for some limits on liquidity, adherents insiders say.

Dueling Data Show Active, Passive Both Have Merits

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The active-versus-passive investing debate should not be an "either/or" proposition, new research suggests.

Number Of Women Fund Managers Is Stagnant

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The news is even worse in the U.S. and Germany, where women’s representation is falling, says Morningstar.

Why Investors Shouldn't Get Overly Excited About A Trump Fiscal Boom

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Financial markets might have overstated the size and likely impact of Trump's proposed agenda, one analyst says.

U.S. Industrials The Trade Of 2017

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Trump’s election means industrials and other cyclical sector plays should be the trade of 2017, says asset manager.

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