Investing in bond funds introduces more return variability vs. the implied outlook with a relevant buy-and-hold position in ...

Clients of Seth Klarman’s Baupost Group pulled roughly $7 billion from the hedge fund in the past three years, losing patience with the famed value investor after a decade of lackluster returns.

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 trillion in funds committed to bonds. In investing’s age-old active versus ...

The fund seeks a favorable long-term total return, mainly through capital appreciation. It invests primarily in a portfolio of stocks that track the overall U.S. equity markets based on the Russell ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you'd think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Warren Buffett recommends that non-professional investors periodically buy shares of an S&P 500 index fund. The Vanguard S&P 500 ETF provides cheap and easy exposure to the most influential stocks in ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you’d think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...