Mutual Funds

CHAPEL HILL, N.C. — Low-volatility ETFs appear to be yet another example of an investment product that should have protected investors during the coronavirus pandemic but didn’t. These are exchange-traded funds that invest in stocks with the lowest trailing volatility. Researchers have found that such stocks not only continue to exhibit below-average volatility going forward,
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You might call it the “ETF-ication of everything.” Mutual fund managers are launching special products that allow them to use the exchange-traded fund structure but keep their portfolios hidden. Others are exploring outright conversions of their funds to ETFs. And brokerages are becoming more comfortable with buzzy marketing, lower fees and fractional share trading. But
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The biggest problem with exchange traded funds (ETFs) has to do with concept of indexing itself. Indices cover different asset classes (equity, bonds, currencies, commodities), geographical markets or investing styles and strategies. An index, effectively a basket of securities, is provides a proxy for price movements, returns and relative performance of an individual portfolio. Except
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Locked-down music lovers are dusting off golden oldie playlists to reminisce about time spent with friends, lip-syncing songs such as Don’t Stop Believin’ through kitchen-tong microphones. The 1981 classic by Journey, Don’t Stop Believin’, is seeing 362,000 streams a week, launching it back into the top 200 chart, and a Nielsen survey showed almost two-thirds
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One factor that makes responsible investing difficult for investors is the linguistic anarchy that surrounds it. Investors, asset managers and advisers tend to liberally apply terms like ESG, even when it may not fully reflect the investment strategy or fund in question. The resulting terminology soup unfortunately provides the perfect breeding ground for investor confusion
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Everywhere you look these days, it seems to be bad news for folks who invest overseas. From the fallout caused by a continuing trade war with China to the continued uncertainty posed by Brexit to ever-present geopolitical risks in the Middle East, the headlines don’t inspire confidence. And besides, with the S&P 500 index SPX,
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When the “Woodstock of Capitalism” took place a few weeks ago, aka Berkshire Hathaway’s BRK.A, +0.54% BRK.B, +0.52%  annual meeting, the Warren Buffett fetishists came out in full force and saturated investing websites, CNBC and YouTube with their gee-whiz commentary. I respect Buffett and I have learned a lot from him. But I’m getting tired
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A recent critique of sustainable investing on MarketWatch by Alicia Munnell offers a highly skewed analysis with conclusions that simply aren’t justified by the facts. I am the chief executive of US SIF: The Forum for Sustainable and Responsible Investment, a membership organization with the objective of advancing sustainable investing. Sustainable investing does not exist
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