Julie Segal • January 27, 2015
John Bogle, who launched Vanguard, the $3 trillion firm that popularized index investing, shares his thoughts on ETFs and smart beta.
Rosalyn Retkwa • January 12, 2015
The exchange’s purchase of Dorsey, Wright & Associates is part of its plan to become a top player in the fastest-growing ETF category.
Andrew Barber • January 07, 2015
A bearish oil market is leading investors and advisory firms to rethink their below-investment-grade fixed-income strategy.
Rosalyn Retkwa • January 05, 2015
Investors flocked to new exchange-traded funds such as First Trust’s multisector play and PureFunds’s cybersecurity offering.
James Moore, Scott Spalding • December 24, 2014
The Barclays U.S. Aggregate index is a solid benchmark for a core bond portfolio. But there’s more to fixed income than what’s in the index.
Rosalyn Retkwa • December 18, 2014
Managers like Michael Jones, CIO of RiverFront Investment Group, are turning to these exchange-traded funds as the U.S. dollar strengthens.
Rosalyn Retkwa • December 04, 2014
A new crop of exchange-traded funds from players such as Brendan Ahern's Kraneshares opens up China’s $5 trillion onshore fixed-income market to U.S. investors.
Trang Ho • November 26, 2014
How the SPDR gold exchange-traded fund remade precious metals markets in its ten years of existence.
Kaitlin Ugolik • November 24, 2014
Real estate investment trusts are well positioned to offer diversification and yield when interest rates eventually start to rise.
Rosalyn Retkwa • November 20, 2014
Eaton Vance has beaten rival Precidian to SEC approval for nontransparent exchange-traded funds, but don’t call its new offerings ETFs.
Robert Stowe England • November 19, 2014
Funds focused on smaller enterprises offer investors another way to diversify portfolios and drill into companies making inroads at the local level.
Julie Segal • November 12, 2014
Index managers have won the debate over active and passive management, forcing the active crowd to up the ante on innovation.
Rosalyn Retkwa • November 05, 2014
Registered investment advisers and other investors use these exchange-traded funds for everything from hedging to betting on the U.S. dollar.
The Editors • November 02, 2014
Mutual funds and ETFs now hold a big share of risky credit assets. Will investors hold firm in a crisis or head for the exits?
Rosalyn Retkwa • October 16, 2014
The SEC’s forthcoming decision on whether to allow actively managed exchange-traded funds that keep their trading secret could spur more growth.
Harindra de Silva • October 16, 2014
Smart beta strategies are changing the debate over active and passive investment by promising to deliver market-beating returns at indexlike prices.
Andrew Barber • October 09, 2014
British central bank leaves rates unchanged; German exports disappoint; machinery orders rise in Japan; and a series of earnings announcements are on deck in the U.S.
Trang Ho • October 06, 2014
WBI Investments’ recently launched actively managed ETFs aim to lower its clients’ tax hits, but compared with similar funds the fees are expensive.
Rosalyn Retkwa • October 01, 2014
Recent U.S. offerings include actively managed ETFs and vehicles designed to capture companies new to dividends.
Trang Ho • August 08, 2014
The iBillionaire ETF tracks top investors’ purchases with the hopes of getting similar returns. But some see the cash only heading toward the likes of Carl Icahn and Warren Buffett.
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