ETFs Take Over: Why Investors Are Pulling Billions From Mutual Funds
Investors are favoring ETFs over mutual funds for lower fees, better tax advantages, and flexibility. ETFs are gaining ...
2025 Asset Allocation In 'Higher-For-Longer' Era: Why Value Stocks, Emerging Markets, Inflation-Protected Bonds Stand Out
As markets navigate a challenging landscape, George Smith, Portfolio Strategist for LPL Financial, is advocating a ...
Fidelity Launches Two All-ETF Model Portfolios for Wealth Managers
(Reuters) - Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth ...
Charter Hall's Solid First Half With Resumption of Funds Under Management Growth
Parking money in its own funds ties up capital, so Charter Hall plans lesser co-investments in the future. Funds management contributed nearly 50% of EBITDA in 2024, and we expect this segment to ...
Wendy's has begun using AI at its drive-thrus. Will the tech come to MA? What to know
The company stresses on its website that the AI technology will be "an assistant – not a replacement" to Wendy's employees.
Pensions&Investments1d
Retirement plan advisers cite illiquidity, lawsuits among the hurdles for alts in DC plans
Epstein noted that Mercer and Callan have been constructing target-date funds with alts for a number of years, and that the ...
The Week1d
Market correction normal; we will have to live with some period of consolidation: Kalpen Parekh of DSP MF
In an interview with THE WEEK, MD and CEO of DSP Mutual Fund Kalpen Parekh says current correction in the stock market is normal given the huge upmove in recent years ...
Aristotle Atlantic's Core Equity Q4 2024 Commentary
Aristotle Atlantic’s Core Equity Composite posted a total return of 4.11% gross of fees (4.00% net of fees). Click here to ...
Harding Loevner Emerging Markets Equity Q4 2024 Report
The Harding Loevner Emerging Market Equity composite fell 8.1% (gross) during Q4 2024, wider than the 7.8% loss of the MSCI Emerging Markets Index. Click here to read more.
Generali’s Investments Have So Far Been Effective and Returns on Equity Have Been Rising Gradually
The business has invested significant amounts in data and technology over recent years and those investments have led to improvements in margins across nonlife. We think in nonlife insurance, versus ...