Money-market ETFs follow the same rules as money-market mutual funds, but there are some important differences.
3 minute read
Part of the rally in Latin America stock funds is currency-related. But another driver is that the stocks are exceptionally cheap.
Long Read
Thornburg International Equity also sees opportunities in European utilities.
Long Read
Fed rate cuts and a positive earnings cycle could power a small-cap rally. The Calamos Timpani Small Cap Growth fund stands to benefit.
Long Read
Vanguard plans to add three actively managed stock ETFs, and it’s turning to a trusted partner to manage the funds.
3 minute read
Actively managed funds tend to have an edge over indexers when it comes to investing in commodities. Here are some of their strategies.
4 minute read
T. Rowe Price’s David Giroux is a top-performing manager whose fund is closed to new investors. But now he’s running three other funds. See how they measure up.
Long Read
Capital Group Dividend Value’s portfolio resembles what many might expect to find in a growth fund, with Microsoft, Nvidia, and Broadcom as the top three holdings.
4 minute read
The low-cost fund manager’s entry into the fray could help retail investors gain access to illiquid assets without getting gouged.
3 minute read
Artisan Developing World’s Lewis Kaufman focuses on urban consumers. How he views opportunities in India and China.
Long Read
Small-cap stocks traditionally have led the market coming out of economic downturns. That hasn’t been the case since the 2008 crash.
3 minute read
It’s a good time to consider active funds with flexible mandates to play offense and defense amid uncertainty about the macroeconomic environment.
4 minute read
Silver, platinum, and palladium aren’t just substitutes for gold. The right way to build a precious metals portfolio.
3 minute read
As the market rebounded from the Liberation Day tariffs, gold miners, crypto, and, yes, tech were among the winners.
Long Read
Momentum wasn’t only the best-performing domestic market factor in 2024, but also in non-U.S. developed markets and emerging markets.
3 minute read
It pays to have an active manager to navigate this sector. Vanguard’s indexed ETF holds 4,794 stocks. Many are illiquid or poorly run, and most have little or even no coverage by Wall Street analysts.
4 minute read
Last year, the average asset-weighted fee for index funds stood at 0.11%, essentially flat with 2023. A decade ago, the average fee was 0.19%.
4 minute read
The ‘All Weather’ ETF’s approach is similar to one the hedge fund firm has used since 1996.
3 minute read
Corporate bonds, securitized debt, and foreign bonds are among the $13.8 billion Vanguard Core Bond fund’s recent buys.
4 minute read
Hefty yields and can offset some losses when stock prices decline. But investors can pay a steep price when stocks zoom ahead.
4 minute read
Leaders with unchecked power can reward or punish companies at their whim, creating an uneven playing field and leading to market uncertainty. There are still investment opportunities.
Long Read
The Investment Company Institute is asking the second administration of President Donald Trump to ease restrictions that have blocked retail investors from investing in private companies.
Long Read
This year’s tariff-induced volatility has provided opportunities to sell your losing stock positions to capture a tax write-off. What to know.
4 minute read
There’s a difference in the types of funds that invest overseas. Make sure you know what you’re getting into.
3 minute read
Forrester Value gained a remarkable 17% from Feb. 19 through April 11.
3 minute read