Tag: Markets

Most active investors expect the S&P 500 to remain stable or rise more than 100 points by year-end, according to a recent Fidelity Investments poll.

 Sources say they are optimistic about market recovery but predict volatility will be present in the short term.   

The Securities and Exchange Commission (SEC) voted Wednesday to propose rules that would reform the way money market funds operate to make them less susceptible to runs that...

Reducing volatility and expanding investment options for defined contribution (DC) plans could improve risk-adjusted returns, according to BNY Mellon.

State Street Global Advisors (SSgA) rolled out two exchange-traded funds (ETFs) that offer income and inflation protection.

Charles Schwab brought out a dividend income-focused money management strategy from ThomasPartners for independent registered investment adviser (RIA) clients.

Advisers believe the market is due for a pullback and the economy remains fragile, according to WealthManagement.com’s Advisor Confidence Index.

A study from Northern Trust found that more institutional investors are considering allocation to alternative indexes for beta management.

In the first quarter of 2013, investors added $184.3 billion to long-term open-end mutual funds while redeeming $92.8 billion from money market funds, according to Morningstar.

Lodestar is an interactive global market intelligence platform that allows users to explore and customize more than 20 years’ worth of Cerulli research data.

The past few years have seen a steady increase in real estate investments, according to Chuck Schreiber Jr., chief executive of KBS Realty Advisors.

Most defined contribution plan participants were content to stay put with their investments in March, according to the Aon Hewitt 401(k) Index.

Stock and bond mutual funds and ETFs (exchange-traded funds) set an all-time quarterly flows record in the first quarter of 2013 of $246 billion. 

Investment managers grew more optimistic about the U.S. economy in the first quarter of 2013, according to a survey from Northern Trust.

The economic outlook is better than investors might think, according to OppenheimerFunds.

Baby Boomers close to retirement prefer protection of their retirement savings over a risky return, a survey by Allianz Life Insurance Company of North America found.

U.S. investors said they have just 11% on average of their income-producing assets invested internationally.

Europe, sequestration, interest rates and that evergreen—government spending—are all part of the landscape dimming advisers’ enthusiasm for the economic outlook, a survey found.

The J.P. Morgan Funds Guide to the Markets for the second quarter of 2013 has been released.

Institutional investors and registered investment advisers (RIAs) are increasingly using business development company (BDC) stocks, according to a source.