Charles Lemonides's $164 million ValueWorks Limited Partners Fund bet against high-flying tech names.
Only two managers of large U.S. bond funds have managed to record a gain this year.
Lower valuations and higher interest rates could improve stocks' outlook, said Vanguard's global chief economist.
Inflation and rising interest rates whacked both bonds and equities in 2022. Will next year be different?
Of the 198 bond funds with more than $1 billion, only these two managed to record a gain this year.
The U.S. was already facing a retirement crisis. Now balances in retirement plans have shrunk.
The $15 trillion mutual fund universe still far outweighs the $6 trillion ETF market.
JPMorgan's asset management arm filed to convert four more mutual funds.
It's important to know how these funds will fit in a client's current portfolio makeup.
Sustainable finance is a growth market.
BlackRock is accused of favoring its ESG commitments at the expense of pension fund profits.
The move further aligns E*Trade's operations with Morgan Stanley's.
Are the goals of climate activists compatible with low-cost, agnostic index investing?
“It's an irresponsible and shortsighted decision,” Gore said.
New economic realities will result in less reliance on long-term bonds and developed market equities, company analysts say.
A volatile market hasn't hurt the demand for the firm's services.
Vanguard is walking out of the world's largest climate-finance alliance.
Wall Street has been pouring billions of dollars into direct indexing.
Bridgewater founder Ray Dalio in October relinquished control of the firm that now manages about $150 billion.
Some wealth advisers have been growing cautious about client exposure to illiquid assets in recent months.
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