Tag: Markets

Loomis, Sayles has launched the Loomis Sayles Multi-Asset Real Return Fund (MARYX), featuring multi-asset class diversification designed to counter potential global inflationary environments, such as classic inflation, debtflation,...

Windham Capital Management revealed the “Windham Tactical Portfolio,” an active asset allocation strategy that uses proprietary risk measures to control exposures throughout market cycles.

FTSE Group and QS Investors, LLC, an independent investment firm, have launched the FTSE Diversification Based Investing (DBI) Index Series. 

Russell Investment’s quarterly “Financial Professional Outlook” survey of financial advisers indicates this is the most challenging time in many advisers’ careers.

 As rough a month as August was for the markets – and this one was the worst since 2001 - September has a tendency to be even rougher.

The Charles Schwab Independent Advisor Outlook Study indicates that while advisers see cause to be optimistic, their clients are more unsure.  

Despite the market rally, the direction of the total transfers in July remained fixed income-oriented, according to the results of the Hewitt 401(k) Index. 

Many of the more than 87 million Americans age 18-34, popularly known as “Gen Y” are in financial trouble, according to survey results just released by Western Union. 

As global equity markets stumbled during the second quarter, so did returns for target maturity funds, according to Ibbotson Associates. 

Flexible Plan Investments, Ltd., a national provider of actively managed accounts, announced Absolute Return Portfolios with Wolf Pack Advisors are now available to the independent broker/dealer and...

Flows into U.S. mutual funds reached $13.5 billion in June, according to data from Morningstar.  

June marked the fifth consecutive month of inflows for U.S. exchange-traded funds (ETFs), Morningstar reported.  

U.S. investors put $176 billion into stock and bond mutual funds (excluding ETFs) in the first half of 2010, according to Strategic Insight (SI), an Asset International company. 

Institutional investment managers have moderated their expectations for global growth in the face of European debt concerns, according to a quarterly survey conducted by Northern Trust Global Advisors...

47% of professional money managers in Russell Investments’ latest quarterly poll believe the market to be undervalued, up markedly from 28% in the March 2010 survey.  

Investors’ belief in global economic growth and the ability of corporations to improve profits has significantly eroded, according to a recent survey of fund managers.

Pershing LLC, a BNY Mellon company, has launched an educational initiative about international investing to help its introducing broker/dealer (IBD) and independent registered investment adviser (RIA) customers capitalize...