Mutual Funds

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Vanguard Quietly Embraces AI In $13 Billion Of Quant Stock Funds

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The company has been an early adopter of artificial intelligence across several active stock funds.

The Case For Gold In A Fickle World

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The First Eagle Gold Fund has been a leader in its field for 30 years.

Vanguard Sees Investor Expectations For U.S. Equities Rising

by FA Staff

Investors anticipate GDP growth to rise at “among the highest levels observed.”

Thornburg Launches New Bond Fund

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The Thornburg Core Plus Bond Fund will have the ability to hold securities and bonds that are below investment grade.

Raymond James Beats Estimates On Higher Assets, Flat Advisor Head Count

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The firm reported $3 billion in net revenues for the first fiscal quarter.

Blackstone Profit Unexpectedly Rises As Gray Touts ‘Virtuous Cycle'

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Blackstone shares have risen more than 35% in the past 12 months.

New Fund Adds Managed Futures To 60/40 Strategy

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Catalyst Capital Advisors And Aspect Capital say their approach provides more diversity than a traditional portfolio.

Crypto Diehards Say #BoycottVanguard On Bogle-Inspired ETF Snub

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Vanguard has decided to completely ban crypto products from its platform, unlike its peers.

Blackstone And BlackRock Master The Art Of Moneymaking

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The public market's love for management fees is forcing these private asset managers to fundraise nonstop and venture into new fields.

Credit Suisse Portfolio Managers Resign To Set Up New Macro Fund

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The new fund will be a blend of discretionary and systematic strategies.

BlackRock Cuts 3% Of Global Workforce, Citing Dramatic Industry Shifts

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Citing a changed business environment, the firm is letting go of 600 employees and shifting resources.

Five Things To Look For In U.S. Stocks in 2024

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These are the key themes as the S&P 500 nears its first all-time high in two years.

Losses In Your Portfolio Can Boost Returns And Cut Taxes

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Even with the S&P 500 up more than 20% in 2023, investors can still harvest tax losses.

Money-Market Fund Assets Pull Back For First Time Since October

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The reversal may mark "a turning point," said BlackRock's Jeffrey Rosenberg.

Merrill Sued Again For Paying Low Rates On Cash Sweep Accounts

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This latest lawsuit alleges the firm breached a Merrill Edge client's contract by not paying “reasonable” interest.

House Judiciary Committee Subpoenas Vanguard and Arjuna Capital In Antitrust Probe

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The committee chair, Jim Jordan, called the firms' responses to his ESG collusion investigation “inadequate.”

New Private Credit Fund Focuses On House-Flipping Market

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The Faes & Co Income Fund invests in bridge financing in the "fix-and-flip" real estate market.

GMO's $8 Billion Fund Beats S&P 500 Even Without Nvidia, Tesla

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But Jeremy Grantham's largest fund is still betting on tech giants such as Microsoft and Apple.

ESG Managers Rethinking Hands-Off Approach To Fossil Fuels, Oakmark's Nygren Says

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Nygren said some energy executives have told him that some ESG firms are re-engaging with oil and gas companies.

Nuveen Launches New Direct-Indexing Portfolios Within SMA Suite

by FA Staff

One strategy combines investment-grade municipal bonds and equities in a single custodian account.

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