A five-year-old index tracking network security firms has slipped 14% in 2016, more than double the loss for the S&P 500.
The bond market, which has seen a bit of a rally in the 10-year space due to demands associated with a flight to quality, will inevitably continue to see downward pressure
Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.
If the SEC's newest rules are enacted, open-end mutual funds and ETFs that invest in municipal securities are likely to become more risk-averse in a variety of ways that have implications for issuers and other investors that perhaps have not been fully considered by executives.
BlackRock is rolling out its first impact-labeled U.S. mutual fund. In the nascent world of impact investing -- backing profitable companies trying to produce social and environmental good -- it is a milestone.
The 2008 and 2009 global financial crisis left many investors disappointed with the high volatility and negative performance of their portfolios and leading them to re-evaluate the risk reducing ability of asset allocation.
With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.
It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.
The U.S. Court of Appeals for the District of Columbia Circuit has put alternative mutual funds on notice after ruling in favor of the Commodity Futures Trading Commission by upholding its recent amendments to Rule 4.5 that will require mutual funds that bet on gold, oil or other commodities to register as commodity pool operators.
Non-traditional investment allocations in defined contribution plans, while commonplace in defined benefit pension portfolios, are a rare sight in today's retirement plan lineup.