U.S. Equity

Morningstar: Fund Flows Up, But U.S. Equity Lags

Investors are plowing cash back into mutual funds, with bond funds leading the way even as U.S. equity funds continue to see outflows.

Avoiding The Freight Train

by Marla Brill

John Osterweis runs his fund like a private wealth manager.

Scarred By Downturn, Many People Have Stopped Investing

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Nearly half of people who identified themselves as "previous investors" said they either stopped or reduced investing in stocks and mutual funds.

Leaving The Pack

by Marla Brill

Marketfield Fund manager Michael Aronstein believes the economic recovery will be more pronounced than many people expect. But watch out for the long term.

The Market Nobody Trusts

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More observers think the market is telling us something, while others show rage at the rosier forecasts.

S&P Unveils New Mutual Funds Rating System

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Standard & Poor's on Monday will roll out an updated rating system to analyze mutual funds that it says will rely less on the rearview mirror approach on more on the here-and-now.

Economic Justice

by James Picerno

The details of how the business cycle affects the equity risk premium are emerging ... slowly.

How Liquid Are Client Mutual Funds?

by Gail Liberman

It depends on how many illiquid securities they hold-and some may have more than you realize.

A Small Risk

by Raymond Fazzi

Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios.

Has Active Or Passive Outperformed? It Depends

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Standard & Poor's indexes have outperformed actively managed funds for the five years ended June 30 based on equal-weighted averages, but it's a different story using asset-weighted averages.

Macquarie To Buy Delaware Investments

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Macquarie Group, a global financial services company, has agreed to acquire Delaware Investments from Lincoln Financial Group for $428 million in cash, the companies announced today. 

A Better Balanced 'Core'

by Craig L. Israelsen

Balanced funds are based on outdated models and need to be better diversified.

Advisor Emporium

Van Eck Offers Alternative Mutual Fund Van Eck Global, a money manager that offers diversification through global investing, is creating the Van Eck Multi-Manager...

Small-Cap Bounty

by Marla Brill

Small-cap ETFs have grown in number and offer some interesting choices.

American Funds Tops Among Advisors, Survey Says

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American Funds, iShares and Ivy Funds are the investment brands viewed most positively by advisors, according to a new study.

MainStay To Acquire Epoch Funds

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MainStay Investments, the retail distribution arm of New York Life Investments, has an agreement to buy four Epoch mutual funds.

Do Something!

by J. Michael Martin

If MPT and the stock market are hurting your business, here are some things you can do about it.

Advisor Emporium

Invesco Aim Launches Balanced-Risk Fund Invesco Aim, an independent global investment management company based in Houston, is launching the AIM Balanced-Risk Allocation Fund...

Small-Cap Buys

by Marla Brill

Neuberger Berman's Robert D'Alelio likes companies with low debt and an emerging market presence.

Grantham: Seven Lean Years Ahead

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Jeremy Grantham thinks seven lean years are ahead for the stock market, but believes the market could rally higher in the nearer term and at least one particular asset class will outperform.