Chris Marx, Kent Hargis, Sammy Suzuki • February 03, 2016
A stock portfolio that balances quality and stability can provide shock absorbers against market volatility.
Nelson Yu, Dianne Lob • January 05, 2016
The right blend of active portfolio management and passive index–style investing can reduce risk and beat benchmarks.
Lynn Blake, Karl Schneider • December 21, 2015
An index investing strategy popular among active managers is hardly the one-size-fits-all proposition some may believe.
Tom Buerkle • December 15, 2015
Tadawul's al-Ghamdi sees foreign portfolio investors taking 5 percent of market under QFI and driving improvements in governance.
Ric Thomas • November 22, 2015
The right proportion of a passive management mandate may actually lead to a greater actively managed share. Here’s how.
Julie Segal • November 16, 2015
The Employees Retirement System of Texas and other investors are using the equity markets to trade baskets of bonds.
Sharon Fay, Nelson Yu, Dianne Lob • October 25, 2015
High-conviction investment strategies can lend clear insight into the likelihood of consistency in returns and the rationale behind a fund manager’s decisions.
James Ross • October 13, 2015
Investors have not been quick to embrace active ETFs since they were developed seven years ago. But some perspective is necessary.
Julie Segal • October 06, 2015
Long impervious to change, the $8 trillion market is relying on new regulations and technology advances to fix the way securities change hands.
Bailey McCann • September 21, 2015
Even with five-year track records, newer hedge fund firms face close scrutiny from funds of funds and other allocators.
Sharon Fay • September 15, 2015
Passive portfolios have their place, yet investors need to watch out for sector bubbles and imbalances.
Andrew Barber • August 24, 2015
Global fears are finally catching up with U.S. markets, and the bull is stumbling.
Lori Heinel, Ritirupa Samanta • August 24, 2015
Within the sleeves of Barclays aggregate bond index lies a strategy on how to manage fixed-income factor and risk premiums.
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