Viewing entries tagged with 'Funds'

Bond investors can’t rest on their benchmarks

1 May 2017

InvestmentNewsNZ: Active management has a proven edge in the bond market, according to a new study by global fixed income giant PIMCO, where almost two-thirds of index-ignorers have outperformed passive peers in the US. More>  

10 Funds That Beat the Market Over 15 Years

28 April 2017

While it's true that most funds won't beat market indexes over long stretches after accounting for fees, here's a closer look at a handful of Morningstar Medalists that did. More>  

Are High-Yield ETFs Junk?

28 April 2017

Morningstar: The high-yield bond market poses unique challenges to index funds that make an active approach more attractive. More>  

The Best Investments--Anywhere

28 April 2017

Panelists from the Morningstar Investment Conference discuss where they are finding the best opportunities around the globe. More>  

Hedge Fund Flows Rebound in 2017

21 April 2017

Institutional Investor: The industry is achieving higher performance — with a few outliers even reporting three-digit returns — and investors are coming back. More>  

Value investing now back in favour

19 April 2017

Nikkoam During the 2016 December quarter, we witnessed the value style stage a partial recovery after having underperformed for at least two years or so. Is this as good as it gets? Or will value continue to outperform after its initial recovery, after having being in the wilderness for some time? More>  

The Bill for HIdden Private Equity Fees: $4bn

17 April 2017

Institutional Investor: As public pension plans in the U.S. increasingly invest in private equity and other alternatives, funds may be paying more than $4 billion annually in unreported fees, according to Pew Charitable Trusts. More>  

JMIS goes clear with new PIE recipe, back-office deal with Devon

10 April 2017

InvestmentNewsNZ: The Auckland-based JMIS has rebranded its $275 million portfolio investment entity (PIE) funds arm while doubling the product range with the launch of three new funds last week. More>  

ANZ keen to keep KiwiSaver business

10 April 2017 When the ANZ Banking Group gets around to "considering" the future of its New Zealand wealth unit, one thing it won't be doing is selling its KiwiSaver business, CEO Shayne Elliott says. More>  

IMF finds over-indexing threat to global market stability

10 April 2017

 InvestmentNewsNZ: Passive investing could pose a threat to global financial stability if the sector’s growth continues unabated, according to a new International Monetary Fund (IMF) study. More>