Allen T. Cheng • October 25, 2016
China’s 20 largest asset managers together topped $1 trillion in assets in 2016.
Julie Segal • October 21, 2016
The traditional asset manager gets instant SRI cred; the much-smaller Calvert gets a big distribution network.
Julie Segal • October 20, 2016
Several prime money market funds have started trading above or below $1.00 NAV, just days after new rules were enacted. Investors are grappling with how to adjust to the new landscape.
Julie Segal • October 17, 2016
‘Clients don’t think asset management belongs at a large bank,’ says small-cap value leader Samir Sikka as he forms an independent management firm.
The Editors • October 10, 2016
Investing is complicated, says Mary Callahan Erdoes of J.P. Morgan Asset Management, and the right investor will have the stamina to ignore the market turbulence and focus on the end result.
Julie Segal • October 05, 2016
The bank’s fake-accounts scandal highlights the complicated relationships between bank-owned asset managers and their parents.
David Turner • October 05, 2016
The manager is expanding outside its fixed-income base by buying an equities boutique and adding passive offerings, including smart beta.
Jess Delaney • October 05, 2016
Non-profit FCLT Global, a combination of the world’s most powerful investors and companies, descends upon New York City.
Jen Werner • October 03, 2016
Declines in sovereign yields have cost investors more than $500 billion in income over the past five years and are pushing them to wade deeper into emerging market debt.
Imogen Rose-Smith • October 03, 2016
The two firms hope they will be stronger together, but the combined entity will face an increasingly tough environment for active managers.
Jess Delaney • October 03, 2016
Under Fink the asset management giant is expanding its unit that engages with companies on environmental, social and governance issues.
Vitaliy Katsenelson • September 26, 2016
Investors who have flocked to overpriced brand-name stocks like Coke for their dividends may be in for a shock.
The Editors • September 23, 2016
Trading insurance liabilities, a blockchain hedge fund and central bank bubble all featured in II’s best stories of the week.
Dan Weil • September 22, 2016
Assets in the funds have soared. But RIAs need to be aware of some nuances before they recommend them to their clients.
Dan Weil • September 21, 2016
Despite a recent slump, fundamentals seem to be pointing toward a brighter outlook. The risk: The easy money has been made.
Tad Rivelle • September 20, 2016
Investors beware: By propping up asset prices, the Fed and other central banks have laid the seeds of a credit bust.
Andrew Barber • September 16, 2016
Big banks protest regulation, litigation and negative rates; experts question Trump economic plan; consultant accused of hiding ties to imploding hedge fund; Oracle earnings soft.
Andrew Barber • September 15, 2016
Sovereign yields rise as investors anticipate tightening; Aussie job data weak; U.K. limits foreign investment; Mylan meets Congress; Golfsmith files for Chapter 11.
Oksana Aronov • September 15, 2016
The market will eventually restore bond yield. In the meantime, investors should consider broadening their toolkit to include alternatives and private markets.
Amanda Cantrell • September 13, 2016
At today’s Delivering Alpha conference, the hedge fund founder says ‘radical’ central bank policies have inflated a bubble in global bond markets.
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