Mutual Funds
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Mutual Funds provides a snapshot of the performance of some key mutual funds and ETFs, trying to capture investor interest in specific areas of the financial markets. The report is aimed at providing a quick overview of the sectors, regions, and asset classes that moved in a meaningful manner in the last 30 days.
Mutual Funds
5h ago
It’s easy to see why investors focus on investment-grade corporate bonds and U.S. Treasuries for their core bond portfolios. But new research suggests that high-yield bonds need to enter the chat ..read more
Mutual Funds
5h ago
Preferred stock had a breakout year in 2024 following a rough 2022 and 2023. While many preferred stocks trade at a premium, investors may still want to consider the asset class for its high yields and tax-advantaged dividend distributions ..read more
Mutual Funds
2d ago
We will discuss the ramifications of elevated interest rates and inflation on local governments, particularly regarding their inclination toward municipal debt issuances ..read more
Mutual Funds
2d ago
Fidelity’s new launches into active ETFs make a ton of sense for portfolios. By focusing on fundamentals, the new funds should be able to deliver the best of active management ..read more
Mutual Funds
6d ago
Overall, major U.S. stock indices went down for the rolling month. Precious metal startegies, especially silver and gold, continued to post solid performances for the rolling month. Meanwhile, some tech and biotech strategies struggled ..read more
Mutual Funds
6d ago
The Fed’s rate increases have set-up one of the best environments for bond investors. With high starting yields, Western Asset now believes that fixed income is back ..read more
Mutual Funds
6d ago
Hedge fund ETFs promise to bring institutional strategies to retail investors – but do they deliver ..read more
Mutual Funds
6d ago
Much of municipal bonds' popularity has been squarely focused on general obligation bonds due to the taxing ability of their issuers. However, there are some significant risks when choosing the GO route for muni exposure ..read more
Mutual Funds
1w ago
Active ETF launches have been swift, with several major themes now in place. First Trust’s latest two launches fit those trends. Fixed income and more specifically, opportunistic credit is firmly on the menu ..read more
Mutual Funds
1w ago
Overall, some of the major U.S. stock indices marginally declined for the rolling month ..read more