Sponsored Why Are Institutional Investors Bullish on Stocks Through 2024? A new survey finds they believe equities will return 5.9% in 2023 – with tech and health care leading the way. Sponsored by EquitiesFirst May 31, 2023
This content is from: Portfolio This Is Why Passive Strategies Don’t Work for Value Investors Last month, value stocks either beat or lagged growth equities — depending on the index. By Hannah Zhang February 09, 2023
This content is from: Portfolio Richard Ennis Has a Fix for Governance. No One Will Like It. “Only the trustees are in a position to fix things,” argues the former consultant. By Julie Segal February 14, 2023
This content is from: Portfolio As Active Funds Struggle to Outperform, Fee Declines Get Worse Managers of U.S. large value stocks beat benchmarks by the widest margin in 2022, while U.S. fixed-income managers barely stayed ahead of indexes, according to Investment Metrics. By Hannah Zhang March 06, 2023
This content is from: Corner Office This New Bond Leader Doesn’t Have a King Actively managed bond funds at Capital Group, a huge but intentionally faceless manager, have attracted $100 billion over five years, twice the total of peers. By Michael Thrasher March 16, 2023
This content is from: Portfolio Citing Fee Pressures and Limited Resources, Institutional Investors Have Started to Go Passive in Fixed Income More than a third of investors surveyed by State Street Global Advisors had at least 20 percent of their fixed income portfolios allocated to index strategies. By Jessica Hamlin October 05, 2022
