by
Lu Wang
Professional investors have started 2023 mostly frustrated as they watch all the trends from last year reversing.
by
Katie Greifeld
Americans can now piggyback Congress members' personal portfolios.
by
Suzanne Woolley
The 90-year-old hasn't wavered in his faith in passive investing.
by
Jennifer Lea Reed
The 12 hybrid models are designed to give independent advisors more time for clients.
by FA Staff
The London-based firm is offering a sustainable infrastructure fund in the U.S.
by
Jeff Schlegel
The Hotchkis & Wiley Small Cap Value Fund makes money by greatly diverging from its bogey.
by
Greg Ritchie
The London-based firm's Global Sovereign Opportunities Fund is short US, Japanese and Italian rates.
by
Dawn Lim
The private equity giant is feeling the weight of higher interest rates on its valuations.
by
Alastair Marsh
Vanguard benefited from being more exposed to fossil fuels than its peers.
by
Silla Brush
Net flows into the company's long-term investment funds totaled $146 billion for the fourth quarter.
by
Silla Brush
BlackRock plans to dismiss roughly 2.5% of its global workforce.
by
Dawn Lim
Calpers is the first major investor in TPG's new Next fund and Grosvenor's new Elevate strategy.
by
Jennifer Lea Reed
Advisors find moderate asset allocation is one way to ride out the current volatility.
by
Vildana Hajric
Charles Lemonides's $164 million ValueWorks Limited Partners Fund bet against high-flying tech names.
by FA Staff
Lower valuations and higher interest rates could improve stocks' outlook, said Vanguard's global chief economist.
by
Suzanne Woolley
Inflation and rising interest rates whacked both bonds and equities in 2022. Will next year be different?
by
Ye Xie, Michael MacKenzie
Of the 198 bond funds with more than $1 billion, only these two managed to record a gain this year.
by
Suzanne Woolley
The U.S. was already facing a retirement crisis. Now balances in retirement plans have shrunk.
by
Isabelle Lee
The $15 trillion mutual fund universe still far outweighs the $6 trillion ETF market.
