Tag: Markets

Fewer than 3% of participants in Vanguard-administered defined contribution plans made one or more portfolio trades or exchanges in August, despite a volatile market.

PIMCO has launched the PIMCO Inflation Response Multi-Asset Fund for investors looking to hedge global inflation risks. 

The percentage of advisers who think the economy is headed for a “double-dip” recession in the next six months—although still more than half—has decreased from one year ago....

Vanguard researchers report that the levels of market variations today are ordinary when compared to other periods characterized by major global events.

Recent market volatility will likely put a damper on asset growth and push investors into more conservative, lower-fee products, according to kasina.

Spectrem Group reports that its Spectrem Affluent Investor Confidence Index fell nine points in August to -18, its lowest level in a year.  

The North American Securities Administrators Association (NASAA) released its annual list of phony financial products and practices, including several that are taking advantage of lingering economic uncertainty and...

Recent market volatility will be a major test of broker/dealers’ home office-driven model portfolios, according to an upcoming report from consultant kasina.

The dual impact of the persistently weak economic environment and new regulations is keeping investment management companies on a slow growth track, according to industry executives surveyed by...

Mutual fund outflows reached 2008 levels in July, with U.S. stock funds loosing the most assets, at $122 billion, or -3.3%.

In what industry experts are calling “unprecedented times,” experts say it is important that investors avoid panic selling and stay focused on their long-term strategies. 

Investors of all ages are turning to cash in what appears to be a deliberate and longer-term fundamental change in investing, according to the MFS Investing Sentiment Survey.

Excluding China, long-term funds in Asia collected over $15 billion in net flows during May, according to data from Strategic Insight, an Asset International company.

Charles Schwab has partnered with Broadridge Financial Solutions to expand its global investing strategies.  

Stock markets in Asia are getting much less liquidity from mutual fund allocations compared to last year, according to global research firm Strategic Insight, an Asset International company.

Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its indexes are reconstituted on June...

The Windham Investment Risk Cycle strategy was designed to measure the interactions between global markets and determine how fragile one may be.

State Street’s SPDR University suggests that investors would be well-served to start thinking about how exposure to real assets can help position their portfolio for rising inflation.

U.S. mutual fund investors demonstrated confidence in a gradual economic recovery, adding about $27 billion in net new cash to U.S. stock and bond mutual funds in April...

Stock and bond funds experienced net inflows of $32.7 billion in March, according to Financial Research Corporation (FRC).