The Steady Trend Upward In Interest Rates & In The Price Of Oil
A serious look at the trends right now in the level of interest rates and in the price of oil.
Take Our Advice – Andy Smith
As you would imagine, our investment professionals here at The Mutual Fund Store® are accustomed to giving financial advice, which is how they help increase the probability of success for…
Neil Woodford is top equity income performer with 20{01de1f41f0433b1b992b12aafb3b1fe281a5c9ee7cd5232385403e933e277ce6} return
Former Invesco Perpetual star manager’s new fund, Woodford Equity Income, has in less than a year produced a return of £11,960 per £10,000 investedNeil Woodford, one of Britain’s most successful…
ETF Market Quarterly Wrap: The First Half of 2015 is Behind Us
Global stocks bounced back on Tuesday, but U.S. stock exchange-traded funds have been sluggish through the first half of 2015. Small-cap and growth stocks are doing best. Bonds are doing…
Current News on the Commonwealth of Puerto Rico
Just a few days before the vast majority of Puerto Rico bond payments are due, the rhetoric coming from the island has turned decidedly negative, based on a governor-commissioned study…
Investor Appetite for Mutual Funds Cools – Wall Street Journal
Wall Street JournalInvestor Appetite for Mutual Funds CoolsWall Street JournalAfter years spent piling into stock and bond mutual funds, mom-and-pop investors are putting on the brakes—reflecting anxiety that the rally…
Trian Fund Takes Activist Pentair Stake
Nelson Peltz's activist firm Trian Fund Management has filed a 13D with the SEC regarding shares of Pentair (PNR). Per the filing, Trian now owns 7.24{01de1f41f0433b1b992b12aafb3b1fe281a5c9ee7cd5232385403e933e277ce6} of the company with…
Investors flee China funds in historic rush
Chinese funds just experienced the biggest exodus of money ever as investors abruptly pulled out roughly $7 billion over the past week.
ETF Investing: Big winners in 2015’s first half: Chinese and biotech ETFs
While Chinese stocks have slumped this month, they’re still leaders when it comes to year-to-date performance. Biotech funds also dominate a list of top-performing nonleveraged ETFs.
We’ve Recently Reallocated Our Portfolios – Have You?
You’ll soon be receiving quarter-end statements for your 401(k) and/or Individual Retirement Account. And when you do, you’ll likely be tempted simply to look at your bottom-line returns before chucking…
Does it matter where a charity’s money comes from if it’s going to a good cause?
Charity investments are increasingly under scrutiny. Tim Smedley asks whether it is ok to take risks if the financial return is greaterCharities have become hyper-sensitive about how they invest their…
Is There a Gnawing Ennui Within the Financial Industry?
A recent survey shows low job satisfaction within the financial services industry. Ben McLannahan reports on the survey, conducted between January and March by Options Group, a New York-based executive…
World’s best investment
Top investor? Unlike the asset allocation crowd, I must aim to make money for clients no matter what markets do. Performance needs require onsite due diligence at all top SKILL…
It Ain’t Just the Weather
The March 2015 non-farm payroll report was certainly a disappointment. The number of jobs grew by a mere 126,000, versus economists’ consensus expectation of almost twice that amount. What makes…
Wall Street Banks’ Mutual Funds Can Lag on Returns – New York Times
New York TimesWall Street Banks' Mutual Funds Can Lag on ReturnsNew York TimesOver the last few years, an expanding line of mutual funds created by the likes of Goldman Sachs…
Hedge Fund Links ~ 3/27/15
How the smart money is set up for a Fed rate hike New funds blast off with best year since 2004 Omega Advisors receives federal subpoena Hedge fund manager: it's…
Many middle-class Americans plan to work until they die
An increasing percentage of middle-class Americans are worried that they'll have to work until their 80's or even longer, according to a new survey.
Corrections: These new ETFs put unique twist on risk control
The previous version of this story, published March 30, misstated the name of Lattice Strategies’s founder.
Fund managers pose threat to global financial stability, says IMF
International Monetary Fund says delegating investment decisions to large asset managers, as many savers do, can ‘induce destabilising behaviour’Fund management companies that invest billions of pounds of savers’ money pose…