Risk
Be Wary of Single-Stock ETFs, Warn SEC Commissioner, Education Head
Recommending the new product to retail investors without breaching fiduciary duties could be ‘challenging.’
Tag: ETFs
Asset Allocation
How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?
Asset Allocation
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
How Come Volatility Is So Darn Wild?
Lots of bad news is one reason. But changes in the market’s structure figure in, too.
Asset Allocation
Passive ETFs Turn Out to Be Pretty Active
They’re often used or even constructed to be anything but index-hugging funds, a study says.
Newsmakers
Sustainable Funds See Record-Breaking Year in 2021
ESG funds attracted nearly $70 billion in net flows last year, a 35% increase from 2020.
Alternatives
As COVID Recedes, Can Gold Maintain Its Lofty Level?
The commodity has been having a good month despite a recent report of low demand.
Asset Allocation
What If Cathie Wood’s Deflation Really Arrives? Now There’s an Antidote
Besides the celebrated money manager, few predict an upcoming era of falling prices, which a new ETF aims to buffer against.
Regulation
SEC Wants Funds to Reveal More Proxy Voting Information
The regulator proposes disclosure rule changes regarding ‘say-on-pay’ votes and securities lending.
Market Moves
Robinhood Is Good for the Market, Says Cathie Wood
The young meme stock crowd will learn valuable lessons trading and their openness to disruption is a plus, the red-hot fund manager declares.
Why Wild and Crazy Bitcoin May Become a Pension Portfolio Fixture
Retirement funds and other institutions are gradually warming to cryptocurrencies.
Market Moves
ETFs on the March: Huge Inflows in September Set Up 2020 for Near Record
They gathered $35.2 billion last month, which should make this year second only to 2017’s blowout.
Asset Allocation
Liking Gold’s Ascent? Just Wait for the Plunge, Study Warns
Duke’s Campbell Harvey charts the wacky ups and downs of the precious metal.
Market Moves
Ackman Bets Against Junk Bonds, Now Resurgent
Hedge fund honcho thinks dragged-out economic recovery will harm high-debt companies.
CIOs Bring Passive Investments into the Mix
But will index funds hold on to their appeal if US stocks hit a bear market in the next year or two?