Active Management: Rebound to Last in 2019?
Andrew P. Folsom, Senior Investment Analyst of Global Manager Research at Wells Fargo Investment Institute discusses the best performers in the first half of 2019 and what the Institute's research and models are signaling.
Investing in U.S. Growth Equities
Grant Bowers, Vice President and Portfolio Manager with Franklin Equity Group, talks about why he is optimistic about growth stocks in the US Equity market despite earnings slowing, and explores sectors where he is finding opportunities today. For additional reading on financial technology and innovations that we believe are impacting financial services companies, see Automation for the People: Fintech in the Real World
Four Changes in Global Markets and Their Impact on Equities
Stephen Dover, CFA, Executive Vice President, Head of Equities, talks about four changes he is seeing in global markets and their impact on equities.
MASTERCLASS: Liquid Alternatives - May 2019
Liquid alternative investments are funds that aim to provide investors with diversification as well as downside protection through alt investment strategies. The advantage is that they’re liquid and require lower minimum investments. In this Masterclass, 3 experts discuss Liquid Alternatives and how in a demanding investment environment, investors may be looking beyond the traditional investing and seek access in alternative investments. Kimberly Flynn, Managing Director of Alternative Investments at XA Investments Stan Sokolowski, Deputy Chief Investment Officer and Head of Portfolio Management at CIFC Asset Management Richard P. Talley, SVP of Business Development at UMB Fund Services
How Institutions Implement Factors
While the benefits of factor investing have been known for decades, today the growth of data and technology are making factors easier than ever to implement. Erick Weis, a Senior Portfolio Manager at Ohio Public Employees Retirement System (OPERS), explains how they recently reviewed the equity asset class using factors to enhance their portfolio.
Jennison: A Culture of Conviction for 50 Years
Jennison Associates was founded on a conviction that’s as true today as it was then: Doing what’s right for clients will always be right for the business.
Davis ETFs and the Opportunity in International Equities Today
Dodd Kittsley, CFA & Davis National Director, discusses Davis’ active equity ETFs, why investors should reserve a place in their portfolios for active management and trends driving international investment returns.
Happy Birthday, Bull – Longest Bull Market
Sam Stovall speaks with Ken Leon on the Bull market. Is it the longest and will it continue in 2019?
Understanding Asset Flows in the Mutual Funds Industry
Cathy Seifert speaks with Todd Rosenbluth on stock performance and secular changes in the mutual fund industry, and the pressures they face.
Keys to target date success
American Funds Target Date Retirement Series® has posted strong results over its relatively brief history. Ralph Haberli, head of institutional retirement at Capital Group, details the likely reasons behind the series’ success. Learn more about American Funds Target Date Retirement Series.
American Funds: An Exception to the Accepted “Rule”
Seventeen equity-focused American Funds have generated index-beating results over their lifetimes. See the results here. View Expense ratios and returns here
Five American Funds that beat the first index fund's lifetime results
See how five U.S. equity-focused American Funds outpaced the lifetime results of the first index fund, the Vanguard 500 Index.