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FUND INDUSTRY News & Analysis

Are changes in investor preferences hurting returns?
Personal Finance
Are changes in investor preferences hurting returns?
Innovation in the financial services industry is providing us with more choice...but at what cost?
Mark LaMonica, CFA | 12 November 2024
3 High conviction Aussie stock holdings from Gold Medallist fund managers
Stocks
3 High conviction Aussie stock holdings from Gold Medallist fund managers
Top fund managers have taken large positions in these shares.
Shani Jayamanne | 06 July 2023
Unfortunately, all fund manager presentations are good
Funds
Unfortunately, all fund manager presentations are good
Part of the fund manager's job is to raise money from investors, and with years of practice, a few good stock stories and an educated guess on the...
Graham Hand | 27 January 2021
Can US bond funds repel the indexers?
Fixed Income
Can US bond funds repel the indexers?
If so, the industry’s leaders must perform better.
John Rekenthaler | 19 November 2020
Dash for cash: why fund investors kept their distance from shares, bonds
Funds
Dash for cash: why fund investors kept their distance from shares, bonds
Not since September 2015 have fund investors sought refuge in the safest asset on the risk spectrum.
Emma Rapaport | 01 July 2020
When will stocks recover?
Stocks
When will stocks recover?
Bear markets typically have four stages, John Rekenthaler says, drawing lessons from Black Monday, and the global financial crisis to explain the...
John Rekenthaler | 23 March 2020
Fund giant Franklin Templeton to buy rival Legg Mason
Funds
Fund giant Franklin Templeton to buy rival Legg Mason
$4.5 billion deal will put the combined group, which has $1.5 trillion in assets, in the top six of global asset managers by size.
James Gard | 19 February 2020
Vanguard won the loser's game
Funds
Vanguard won the loser's game
Morningstar US columnist John Rekenthaler on how an outsider conquered the fund industry.
John Rekenthaler | 26 December 2019