Last Build Date: Sun, 22 Jan 2017 00:30:14 ESTCopyright: copyright © 2017 Dow Jones & Company, Inc.
Wed, 18 Jan 2017 13:20:54 ESTA JPMorgan strategist downplays the effect that Donald Trump and Congress will have on U.S. equities.
Wed, 18 Jan 2017 19:07:58 ESTThe co-managers view income from stocks and bonds as equal, and look for undervalued companies.
Sat, 14 Jan 2017 02:36:18 ESTWhen brokers merge—as when TD Ameritrade announced it will buy Scottrade—or when your advisor switches platforms, it can be costly.
Sat, 14 Jan 2017 04:15:33 ESTInvestors bracing for our new economy would be wise to invest in TIPS and bank loan ETFs to protect against rising rates and inflation.
Fri, 13 Jan 2017 11:43:57 ESTAnalyst Matt Olney targets a group of overlooked small banks that have the potential for strong growth.
Sat, 07 Jan 2017 01:35:38 ESTActively managed mutual funds are poised to make a comeback after years of being trounced by ETFs. Seven great ones to buy.
Sat, 07 Jan 2017 01:48:29 ESTThe Morningstar analyst weighs in on the mutual-fund industry, Dodd-Frank, fund fees, and the fiduciary rule.
Sat, 07 Jan 2017 01:36:08 ESTMutual fund manager Chris Davis takes on actively managed ETFs with three new offerings.
Sat, 07 Jan 2017 01:16:21 ESTSome closed-ends that predate the Great Depression still can deliver for investors.
Sat, 07 Jan 2017 01:29:21 ESTSome of Janus Capital’s new ETFs take advantage of the firm’s active-management prowess. Others seem to be mere marketing ploys.
Sat, 07 Jan 2017 00:34:10 ESTAided by rising investor optimism, U.S. stock funds outpaced the S&P 500
Thu, 05 Jan 2017 18:14:58 ESTThe Oakmark fund’s Bill Nygren, who beat the market handily in 2016, shares some of his favorite picks.
Tue, 03 Jan 2017 09:58:58 ESTMerrill Lynch’s Ron Epstein sees growth for defense spending. Wary of prospects for commercial jets.
Sat, 31 Dec 2016 03:32:09 ESTAnton Schutz, manager of RMB Mendon Financial Services fund, and the lure of community banks.
Sat, 31 Dec 2016 03:48:13 ESTExchange-traded funds pulled in far more money than mutual funds in 2016, and got a regulatory seal of approval.
Sat, 31 Dec 2016 03:46:25 EST2016 was the year actively managed funds started performing better, especially value funds, which had taken a beating for many years.
Tue, 27 Dec 2016 13:37:21 ESTJanus Global Life Sciences’ Ethan Lovell favors Amgen, Celgene, Regeneron – and two health insurers.
Sat, 24 Dec 2016 18:22:25 ESTLiquid alts poor performance is no surprise—but they haven’t provided the diversification they ought to.
Sat, 24 Dec 2016 01:37:48 ESTETFs that aim to replicate hedge fund returns employ many different strategies—with mixed results.
Sat, 24 Dec 2016 00:39:06 ESTThe highly regarded analyst thinks emerging market stocks will outperform developed markets.
Wed, 21 Dec 2016 13:44:06 ESTThe manager of T. Rowe Price New Era warns of a drop in oil prices and reveals his safe-harbor stocks.
Mon, 19 Dec 2016 17:22:27 ESTRobert Willens, an expert on the U.S. tax code, discusses how to position yourself for the Trump tax plan.
Sat, 17 Dec 2016 01:37:14 ESTRising interest rates will help small-caps, and volatility will favor stockpickers.
Mon, 19 Dec 2016 14:41:54 ESTCohen & Steers’ Tom Bohjalian looks to health-care REITs for healthy gains in his Real Estate Securities fund, which is in the top 10%.