Crowdsourcing My 401(k) with the Pros Yields Some Hard Truths
Asked for tips on building a defined contribution portfolio, four investment chiefs recommend saving big and going the target date route.
October 27, 2016
U.K.’s Insight Investment Is Taking on the U.S. Bond Giants
The firm has built a powerful franchise in liability-driven investing. Can it achieve success by bringing its British model to America?
October 19, 2016
France’s Amundi Looks to Asia and ETFs for Growth
The manager is expanding outside its fixed-income base by buying an equities boutique and adding passive offerings, including smart beta.
October 5, 2016
Selectivity Key as Emerging-Markets Bonds Rally
Despite a recent slump, fundamentals seem to be pointing toward a brighter outlook. The risk: The easy money has been made.
September 21, 2016
Daily Agenda: Bond Sentiment Shifts as Corporate Issuance Soars
Sovereign yields rise as investors anticipate tightening; Aussie job data weak; U.K. limits foreign investment; Mylan meets Congress; Golfsmith files for Chapter 11.
September 15, 2016
Examining the Fixed-Income Puzzle
The market will eventually restore bond yield. In the meantime, investors should consider broadening their toolkit to include alternatives and private markets.
September 15, 2016
When It Comes to Lending, Asset Managers Are the New Banks
Skeptics of loans from asset management firms fear what will happen to the burgeoning market during the next credit crisis.
September 12, 2016
Evaluating the Recovery in Emerging Markets
With signs of fresh life in several major developing markets, investors should think carefully before jumping back in.
September 7, 2016
Brazil’s Economy Is Seeing the Light at the End of the Tunnel
President Michel Temer’s commitment to fiscal discipline might not be an all-encompassing panacea for the Brazilian economy. But it’s a start.
September 1, 2016
Stuck-Flation and Cycleless Economies: 6 Key Themes for the Next Five Years
With interest rates globally either near or in the cellar, look for inflation to remain lodged in place and economic growth to continue at a grinding pace.
August 30, 2016