Mutual Funds

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Starwood To Start Pitching New Distressed Real Estate Fund

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A new vehicle would follow the company's Starwood Distressed Opportunity Fund XII.

Oaktree Targets Over $18 Billion For Record Private Credit Fund

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If Oaktree Opportunities Fund XII surpasses $18 billion, it would be the largest private debt fund of all time.

ETF Assets Will Overtake Mutual Funds In 15 Years, Cerulli Says

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But mutual funds will remain a key part of retirement and separate account strategies, the firm said.

Blackstone Raises Record $7 Billion To Finance Clean-Energy Push

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Key Blackstone funds swore off backing oil and gas exploration and production in 2022.

Bad Timing Cost Fund Investors 17% In Gains The Past Decade, Morningstar Says

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The timing of purchases and sales has caused investors to miss out on potential gains.

The 60/40 Portfolio Doesn't Work For Everyone, Vanguard Strategist Says

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The 60/40 model is still viable, but it's not a "one-size-fits-all" solution, strategist Todd Schlanger said.

Active Mutual Funds Forced Into Permanent Underweight On Big Tech Stocks

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Regulations dating back over 80 years set limits on how concentrated a “diversified” mutual fund can be.

Some Economic Troubles Are Still To Come, American Century Said

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American Century Investments is being the contrarian in the face of recent optimism, Victor Zhang said.

Advisors Moved Away From Equities, Embraced Alts In 2022, Study Says

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Equities trended downward last year in a turbulent market, according to a white paper by tech firm Advyzon.

Advocacy Group Points To Dangerous Weapons Manufacturers In Largest Funds

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Many investors would shy away from investments in controversial weapons, As You Sow said.

A Tax Trap Awaits Affluent Clients Seeking Income

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The sharp rise in interest rates since March 2022 has created a surge in clients looking to deploy their cash.

DFA Wants To Use Vanguard's Tax-Busting Fund Structure

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The David Booth-founded firm wants to create ETFs as a share class of its mutual funds.

Bank On It

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Fund manager Chris Davis says the stocks of the largest, best-of-breed banks are primed for upside.

SEC Removes ‘Swing Pricing' From Money-Market Fund Overhaul Plan

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The regulator's rules are meant to discourage runs and shield remaining shareholders from costs tied to redemptions.

AI Bubble, Fed Hike Fears Have Investors Fleeing Growth Stocks

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Investors have yanked nearly $44 billion from funds that track growth shares since the start of the year.

Allianz Eyes Alternatives With Pimco Flows 'Shaky'

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“There's not much alpha left in a traditional Treasury,” CEO Oliver Baete said.

BlackRock Debuts Retail Private Credit Fund At Tricky Time

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The fund primarily makes floating-rate loans to middle-market, private US companies.

Oaktree Is Betting On Life Sciences With $2.3-Billion Fundraise

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The Oaktree Life Sciences Lending Fund will lend directly to biopharmaceutical and medical device companies.

BlackRock Announces Job Cuts Affecting Less Than 1% Of Staff

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The firm said in January that it would dismiss 500 employees, or roughly 2.5% of its global workforce.

AI Is Coming For Wealth Management. Here's What That Means

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Experts weigh in on how artificial intelligence will change the money business.

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