In Managed Accounts, Packaged Portfolios Beat Advisor-Driven Ones: Cerulli
Packaged portfolios put together by broker-dealer home offices have beaten advisor-driven or open portfolios over the past five years, according to new Cerulli research.
Oil Price Drop Hitting Sovereign Funds: Invesco Study
North American sovereign wealth funds have been hardest hit by the steep drop in energy prices, the study found.
My Morningstar Workstation and Redtail CMS Experiences
I’m impressed with Morningstar’s interest in getting feedback on Advisor Workstation, but I wish dog-friendly Redtail had been a little more advisor friendly.
Top Portfolio Products: Hancock, Russell Add New Funds
Plus, T. Rowe Price closes health-sciences fund to new investors.
PIMCO Outflows After Gross’ Exit ‘Staggering:’ Morningstar
Institutional outflows remain an issue for the fixed-income shop, according to the research firm.
Dudley Says Fed Still Likely to Raise Interest Rates in 2015
U.S. central bankers are still likely to start raising interest rates this year if the labor market improves further, the New York Fed president said.
Marijuana Investing: Why Advisors Should Just Say No
Advisors can’t in good faith recommend an investment that’s still illegal, lawyer David Welch says, but they can help position clients for eventual legalization.
ETFs, ETPs Pass $3 Trillion Benchmark
Assets invested in globally listed exchange-traded funds and products set a new record of $3.02 trillion in May, according to ETFGI’s preliminary monthly global insight report.
Why ‘I Don’t Know and I Don’t Care’ Is Underrated: Eric Nelson
Servo Wealth advisor Eric Nelson says investors should beware of geeks — and even Fed chairs — bearing stock tips.
Apple Is the New Pimco, and Tim Cook Is the New Bond King
Tech companies hoarding cash have become big fixed income players, going after investment-grade offerings.
EPA’s Fracking Study Bolsters Energy Industry, Undercuts Environmentalists
Industry groups said that the result vindicated what they have been arguing for years: drilling activity has risks, but fracking doesn’t deserve new federal oversight.
What Makes Sequence of Returns Risk So Dangerous
Ron Surz uses a thought experiment to clarify sequence of returns risk and its perilous implications for target-date investors.
IMF Urges Fed to Delay Rate Hike
The Fed should hold off on raising interest rates until the first half of 2016, the IMF said as it cut its U.S. growth forecast.
Outperforming Firms More Socially Responsible on Average: Study
Companies with high environmental, social and governance ratings create shareholder value and are less volatile than lower-rated companies, says New Amsterdam Partners.
Andrew Madoff, Convicted Conman’s Last Surviving Son, Dies at 48
He died Tuesday at Memorial Sloan Kettering Cancer Center in New York after battling mantle cell lymphoma, his attorney, Martin Flumenbaum, said in an e-mailed statement.
Smart Beta’s Low IQ
Indexer Ron Surz blasts Rob Arnott, PowerShares, Russell and S&P, and says the bias toward value turns growth funds into “mush.”
Private Sector Growing Faster Than Before Bubble
Why is total U.S. economic growth so slow? Blame the decline in real government spending, OppenheimerFunds’ chief economist says.
PIMCO’s Gross Prefers Bonds to the Mattress, St. Louis Fed Not So Sure
Bill Gross says financial assets still beat cash, yet the St. Louis Fed finds Americans have been massively hoarding cash. Time to stuff your mattress?
Student Debt Bubble Worries Are Overblown: PIMCO
Pent-up demand for housing, along with the higher wages of college grads, will boost the economy in the long term, PIMCO analysts say.
3 Investments Retirees Should Avoid: Morningstar’s Benz
Morningstar’s Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
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Bogleheads Latest Posts
- Re: U.K. gilts March 31, 2023baron_greenback wrote: ↑Thu Mar 30, 2023 3:38 pm Valuethinker wrote: ↑Thu Mar 30, 2023 9:46 am duca2102 wrote: ↑Thu Mar 30, 2023 6:56 am I have an ISA account with about £40k and would like to invest in UK short term gilts (which have about 4% annual yield). is there any way I can do […]duca2102
- Re: McQ’s Law of Cherry Picking March 31, 2023This is why I use tell-tale charts to make comparisons. Much easier to see both periods of outperformance and periods of underperformance. Cheersdcabler
- Re: Money Market Funds and the Fed March 31, 2023How did an original post about yields morph into a post about risk? This seems to happen a lot around here.UpperNwGuy
- Re: Vanguard run-around on Fixed Income questions March 31, 2023Beensabu wrote: ↑Thu Mar 30, 2023 9:09 pm grok87 wrote: ↑Thu Mar 30, 2023 3:46 pm it's a good thought but i don't think it works. this calc would help you get "inflation-adjusted par". I didn't realize that. Thank you! Is the "face amount" in the annual report also inflation-adjusted? Or is that the original […]grok87
- Re: Help with contractor issue March 31, 2023What exact work did the contractor do? You say he created 2 smaller bathrooms, but did he newly build the area that's warped/cupping in the shower area and floor? What was the total cost of the job? If the area that's experiencing the warping/cupping was newly built by the contractor, I would personally pursue the […]RobLyons