INVESTMENT STRATEGIES
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Investment Strategies

Investment Strategies  
 

March 22, 2016

American Funds: This Select Group of Funds Outperforms

Diana Britton

According to American Funds’ own assessment of active managers, some funds do beat the benchmark. But is it just data mining?

FULL ARTICLE


How Pioneer of Smart Beta Started to See a Lot of It as Dumb

Bloomberg

Smart beta, pioneered by Rob Arnott and now the basis for almost one out of every five exchange-traded funds globally, had become a victim of its own popularity.

FULL ARTICLE


Mutual Funds Are Cheapest in 20 Years Thanks to ETFs, Indexing

Bloomberg

Index and exchange-traded funds are getting better at the thing that makes them so popular: driving down the cost of investing.

FULL ARTICLE


March Madness Clash of Oklahoma, Texas Begins in Bond Market

Bloomberg

Before the University of Oklahoma and Texas A&M University basketball teams square off in the Sweet 16 on Thursday, they’ll be competing for bond investors’ money.

PLUS:  Louisville's Endowment Eliminates Money Managers as Losses Mount

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Foreign Buyers of U.S. Assets Show No Signs of Slowing Down

Beth Mattson-Teig

Foreign real estate investors went on a buying binge last year, acquiring a record $91.1 billion in properties in the U.S.—more than double the amount spent in 2014.

FULL ARTICLE


Wealth Management Wire

Is The U.S. Stock Market At A Crossroads?

Seeking Alpha

The sharp rebound has been impressive, inspiring optimists to claim that the old bull market has been revived and upside momentum is once again in the driver's seat.

RELATED:  S&P 500 Valuation And Forecast: Still Expensive Despite A Flat 2015

PLUS:  Think You're Diversified? Crude Oil Has Other Ideas

FULL ARTICLE


 

WEALTH MANAGEMENT MADNESS

Play Wealth Management Madness 2016

Voting for the Sweet 16 round is underway! 

Voting ends at 4 p.m. on Wednesday, March 23.

Meet the contenders
 


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