Research
Active Bond Funds Outpaced Passive Peers Over Past Year, per Morningstar
Actively managed real estate funds were also among the top outperformers for the 12 months that ended June 30.
The Market’s Big Tech Concentration Is Not a Problem, Robeco Report Finds
Even if an economic dip sends stocks lower overall, the Mag Seven’s earnings should hold up, the Dutch firm says.
Talk of Presidential Race Showing Up on Earnings Calls
The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet.
Study: Decline in DB Plans Widens Income Inequality Gap
Rate Cuts: How Fast, How Big?
Forget about that half-point cut in September you had heard about, strategists say.
CFA Institute Develops Framework to Clear Up Passive/Active Confusion
According to the association, the ‘bifurcation between active and passive investment products is outdated.’
Coinbase Unit Fined $4.5M in UK for Offering Crypto Trading to High-Risk Investors
The UK’s FCA alleged CB Payments’ repeated breaches of a voluntary requirement went undiscovered for almost two years.
Stocks Tend to Zigzag Around Olympics, Says Ned Davis
They usually drop before the summer games, then recover, the research firm found.
Why REITs Return More Than Directly Owned Properties
How the Fed’s Balance Sheet Reduction Could Thwart Easing of Policy Rate
Lowering its stash of long-dated bonds would have an impact on long-term yields, BlackRock finds.
Investing in the Inputs
How investors are capitalizing on the need for sustainable building materials.
How AI Can Help Asset Managers Do Their Jobs
Digging up data, boosting productivity, divining client needs—these are among the benefits artificial intelligence can bring, per a BCG report.
Emerging Market Bonds, on a Roll, Should Do Even Better, Says Ned Davis
Firm commodities prices and expected EM growth are tailwinds, the research firm contends.