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Despite predictions that the mutual fund industry would crumble, it continues to plod along steadily.

Bloomberg announced the launch of the new equity benchmark which includes large-cap, growth, value and dividend indices.

Tuesday, 27 August 2019 06:50

The “September Effect” is Looming

Going all the way back to 1950, September has traditionally seen poor performance for the top three market indices.

Thursday, 22 August 2019 06:58

Is It Time For Value?

It’s been 12 years since the last value cycle ended – is it time for a shift?

2017 was a banner year for asset management but in 2018 assets dropped by $3 trillion. Does that mean trouble is ahead?

Wednesday, 31 July 2019 12:57

Foreign Exposure – Yay Or Nay?

Many investors are reluctant to invest overseas. Over the past ten years, foreign stocks have underperformed in the U.S.

Tuesday, 09 July 2019 10:41

The Q2 Review

While the municipal markets saw slow and steady gains the credit markets saw ups and downs through the second quarter of 2019.

 

Morningstar has announced plans to change how they assign Morningstar Analyst Ratings and how they will enhance the Morningstar Sustainability Rating.

Morningstar released its report on ETF and mutual fund flows this morning.

Many asset managers are wary of social media. The time commitment and compliance requirements can make it seem near impossible.

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