Equities/Equity Funds

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Dimon Sees Recent Volatility As Harbinger Of Things To Come

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JPMorgan's Jamie Dimon warned investors to get ready for more wild rides like last year's.

Active Fund Managers Get Blown Up Again After Hot Start To 2019

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Only 36% of fund managers are beating their benchmarks.

2019 Independent Broker-Dealer Survey: IBDs In Lush Times

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The economic environment is making life sweeter for broker-dealers, but it favors the big ones.

Withdrawal Rates For Asset Preservationists

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Living off capital without touching principal will be a challenge.

Managers Tackle Slower Earnings Growth

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William Blair’s large-cap growth managers see beyond the pessimism.

Active Mutual Fund Outperformance Rarely Lasts, Study Says

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It's hard to find money managers who outperform their benchmarks beyond three years, according to S&P data.

U.S. Mutual Funds Start Year With 8.6% Asset Growth

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But, unlike ETFs, mutual funds have not yet recouped assets lost in last year's downturn, Cerulli Associates says.

U.S. Investors Lost Twice As Much As The S&P 500 In 2018

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DALBAR finds investors lost 9.42 percent, compared to the 4.38 percent lost by the S&P.

Quants About To 'Flip Short' On U.S. Equities, Nomura Says

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The selling may be particularly painful for U.S. small caps.

69% Of U.S. Equity Funds Underperformed In 2018

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It was the fourth-worst year for U.S. equity managers since 2001, according to S&P data.

U.S. Household Wealth Slumped In Fourth Quarter Amid Stocks Rout

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U.S. household wealth dropped while consumer debt rose at the slowest pace in more than a year amid weakness in housing.

How A No. 1 Fund Survived, Learned From Great Recession

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Ariel Fund ranked No.1 out of 219 in Lipper’s Mid-Cap Core universe since the market bottom on March 9, 2009.

Stock Crowding Risk Is Back With Everyone Buying The Same Thing

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Today, portions of the stock market are the most crowded they've been since 2017.

Natixis Launches Mirova International Sustainable Equity Fund

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Natixis Investment Managers, headquartered in Boston, has launched its Mirova International Sustainable Equity Fund.

Private Equity And The Opportunity Zone Gold Rush: Who Will Seize The Opportunity?

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A professional tax provider can analyze how your fund can best take advantage of the tax law changes.

KKR, After Nailing The Rally In Stocks, Says Time To Lighten Up

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After a bullish stock stance in January paid off, KKR & Co. is now turning more cautious.

Mutual Funds Add $947 Billion In Assets In January

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January's $22.9 billion in inflows still falls short of December's $183.2 billion in outflows.

U.S-China Trade Impact Overstated, Consumer Names Attractive

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While the U.S-China trade dispute will be a headwind to Chinese economic growth, the impact has been overstated.

Warren Buffett's Big Consumer Bets Bite Back

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Shifts in tastes are changing the rules in the consumer investment sector.

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