Quotes from the news wire:
There is much less performance chasing among ESG investors, and that makes them more appealing as an investor base for companies and fund firms alike.
Found on Reuters 2 years ago
Environment
The addition of Argentina and Saudi Arabia will add diversification to MSCI emerging market indices that are increasingly weighted to South Asian and tech heavy markets such as China, South Korea and Taiwan.
Found on Reuters 2 years ago
Company News
Investors tend to view indexed ETFs as purely assets they can buy and ignore, and these changes are a reminder that investors need to regularly look inside their ETFs because the stocks and country weightings can change as the index providers refresh those indices.
Found on Reuters 4 years ago
Technology
Investors continued to favor lower-risk bond products focused on investment grade and to a lesser extent government securities than high-yield corporate bonds, to us, this is a preference for income stability in light (of) potentially higher credit default rates in the coming months.
Found on Reuters 4 years ago
Company News
If investors had been concerned about possible Brexit, they would have shifted away from developed international equity products last week. The data confirms that some investors were caught off guard, however, domestic equity outflows continued. But in the prior week, large- and mid-caps had the greatest redemptions. This time it was multi-cap and the 'other' style. 'Other' is a catch-all group of lots of investment styles.
Found on Reuters 4 years ago
Company News
TOTL has been the better performer in 2016 of the duo of actively managed ETFs and the one with a long-tenured management team, investors are familiar with both firms' active bond products, but the ETFs are following the same trend of their mutual fund siblings. Pimco's recent mutual fund flows problems have spilled over into the ETF market this year.
Found on Reuters 4 years ago
Company News
Investors continue to wait for more evidence of a strong record of performance under current management of Pimco Total return before reinvesting, assets have gravitated toward funds with both strong records and long tenured management both at Pimco and at other asset managers such as DoubleLine Capital.
Found on Reuters 4 years ago
Company News
Assets have gravitated toward funds with both strong records and long tenured management both at Pimco and at other asset managers such as DoubleLine Capital.
Found on Reuters 4 years ago
Company News
There's been stronger economic data, combined with disappointing earnings from consumer discretionary companies in the past week, investors have favored the safety of bond mutual funds over U.S. equity ones amid uncertainty.
Found on Reuters 4 years ago
Company News
One week is too soon to consider it a trend, as the 'Brexit' vote nears, it will be interesting to see how investors respond to that potential risk.
Found on Reuters 4 years ago
Company News
A growth stock is much more likely to get a longer leash because its investors by nature are thinking ahead to what this company could become. Value fund managers by comparison are much more focused on the right now.
Found on Reuters 4 years ago
Company News
Investors favored taking on credit risk through high-yield funds, breaking a long weekly drought that dates back into 2015.
Found on Reuters 5 years ago
Company News
Developed international and U.S. large cap demand drove overall equity flows higher as investors shifted back as the equity markets moved higher in late February.
Found on Reuters 5 years ago
Company News
Both DoubleLine Total Return and DoubleLine Core Fixed Income have outperformed their respective Lipper peer groups year-to-date, adding to their strong risk-adjusted records, as investors have sought income portfolios in a more volatile market, they continue to seek out DoubleLine.
Found on Reuters 5 years ago
Company News
As investors have sought income portfolios in a more volatile market, they continue to seek out DoubleLine.
Found on Reuters 5 years ago
Company News
The fund continues to struggle to bring in new money even as investors sought out fixed-income products in January amid market uncertainty.
Found on Reuters 5 years ago
Company News
DoubleLine Total Return and DoubleLine Core Fixed income continued their strong relative performance in January, after outperforming peers in 2015, the funds have performed well with less volatility, which is particularly appealing to investors in an uncertain bond market and with a flight to quality.
Found on Reuters 5 years ago
Company News
DoubleLine Shiller Enhanced CAPE similarly outperformed in 2015 in choppy equity market and while it lost money in January, it lost less than the S&P 500 index.
Found on Reuters 5 years ago
Company News
Energy has become a value sector and even some of those managers don't want to take on the risk.
Found on Reuters 5 years ago
Company News
The data has long poked holes in the merits of the average actively run stock fund outperforming. Now we are seeing shareholders vote with their feet and start to go to passive funds.
Found on Reuters 5 years ago
Company News
At the end of the year Other Chinese ETFs're still going to see these products being the best performers, my fear would be investors in these products not fully understanding the risks tied to a still-emerging market.
Found on Reuters 5 years ago
Company News
This is quite rare to find any fund that is using this as part of their strategy.
Found on Reuters 5 years ago
Company News
The fund continues to outperform peers while taking on lower interest rate risk, investors seeking fixed income remain comfortable with the DoubleLine approach that has a long record of success.
Found on Reuters 5 years ago
Company News
There's a very small handful of managers who are known, and like everybody else they are getting older and sooner or later they will be retiring, at that point it's not inconceivable for investors to say I'm just going to choose a Vanguard 500 index fund from now on.
Found on Reuters 5 years ago
Company News
We think given the market volatility in August, investors were comfortable moving money into a fund with a strong long-term track record under current management, dBLTX, which is an S&P Capital IQ five-star for its risk/reward profile and low costs, has continued to outperform its peers in 2015 and takes on less interest-rate risk. This has and should remain appealing to investors ahead of pending Federal Reserve actions.
Found on Reuters 5 years ago
Company News
DBLTX, which is an S&P Capital IQ five-star for its risk/reward profile and low costs, has continued to outperform its peers in 2015 and takes on less interest-rate risk. This has and should remain appealing to investors ahead of pending Federal Reserve actions.
Found on Reuters 5 years ago
Company News
Looking to their asset allocation as of July 31, the fund has 6 percent or so exposure to equity-related securities and has 20 percent in high-yield bonds while another 14 percent in non-rated bonds, this is an approach that will not benefit from a flight to quality of investment-grade corporates and Treasuries.
Found on Reuters 5 years ago
Company News
Looking to their asset allocation as of July 31, the fund has 6 percent or so exposure to equity-related securities and has 20 percent in high-yield bonds while another 14 percent in non-rated bonds, this is an approach that will benefit from a flight to quality of investment-grade corporates and Treasuries.
Found on Reuters 5 years ago
Company News
A lot of these funds are reducing the downside or mitigating losses but investors would still have been better keeping their money in cash.
Found on Reuters 5 years ago
Company News
Based on the names and country profiles, it should seem they are offering you the same exposure, but they track different indices, their country exposure is going to be different, and that exposure difference helps explain why they perform differently. So far, the discrepancy has helped The Vanguard fund, Todd Rosenbluth said, although both funds have taken a hit since the end of June, when the Shanghai Composite Index started falling. Since then, The Vanguard fund has lost 11.65 percent, while the iShares fund has fallen 12.45 percent. Year to date, The Vanguard fund is down 6.97 percent, and the iShares fund is down 8.89 percent. Chinese shares have been falling on fears that the nation's economy may slow well beyond the 7 percent growth rate that analysts had earlier suggested would be a bottom for that market. China has moved to weaken its currency to bolster its economy and share prices. The difference between the two funds is expected to widen because the two different indexes they follow will be treating Chinese stocks differently. FTSE, the Financial Times Stock Exchange, plans to begin adding onshore Chinese equities, known as A-shares, to its broad emerging markets indexes, which Vanguard follows. The Vanguard benchmark, the FTSE Emerging Index, now has approximately 26 percent exposure to China, according to the mutual fund company. In June, Vanguard said it would begin shifting to a new FTSE index later this year. The new index will have a 29 percent exposure to China, including a 5.6 percent exposure to A-shares. MSCI Inc, however, said in June that it was not ready to include the A-shares in its two emerging market indexes.
Found on Reuters 5 years ago
Company News
The fund has had relatively strong performance this year compared to Lipper peers and the Barclays Aggregate index, which we think combined with broader management resources has helped the asset base stabilize.
Found on Reuters 5 years ago
Company News
This will impact mutual fund investors even if they have a long-term investment horizon because capital gains will now have to hit a different threshold. You could find yourself paying taxes at a higher rate even if you didn't do anything during that year.
Found on Reuters 5 years ago
Company News
It's not a huge surprise that they saw big inflows since the fund has a great track record, a seasoned team and it is one of the high priority funds at BlackRock in terms of sales and distribution, the question is why are people pulling money out of unconstrained bond funds as a category at a time when you would think they would want them.
Found on Reuters 5 years ago
Company News
The Income Fund has continued its strong record in the first half and remains one of the better Pimco alternatives with a stable management team.
Found on Reuters 5 years ago
Company News
Even as bond indices declined in June and as investors prepared for pending Federal Reserve action, it is encouraging to see DoubleLine continue to gather assets.
Found on Reuters 5 years ago
Company News
While at Pimco, Bill Gross had a much broader team of fixed income professionals to help with the portfolios Bill Gross was Bill Gross on, however, it is unclear if the investment approach will change, either positively or negatively.
Found on Reuters 5 years ago
Company News
Through May, the Janus fund declined in value this year, underperforming its peers and the Barclays Aggregate index, despite the strong brand name Bill Gross has with fixed-income investors, a fund with a short record that underperforms will face challenges gathering fresh assets.
Found on Reuters 5 years ago
Company News
Bill Gross obviously has a brand that resonates with investors but to gather major assets, investors want more - more of a longer track record with more success, bill Gross makes vocal investment calls, but investors want to see it translate into long-term results.
Found on Reuters 5 years ago
Company News
The concern is that this is hot money looking for a home outside of Pimco and it might not stick.
Found on Reuters 6 years ago
Company News
Pimco Total Return has become a symbol of reduced interest in actively-managed funds, what we've seen is that investors are either leaving traditional mutual funds and going towards ETFs, or they're staying within mutual funds and using nontraditional funds.
Found on Reuters 6 years ago
Company News
The Bill Gross departure encouraged investors to rethink their investment exposure, there are few watershed moments in the mutual fund world that can even compare to the late September change.
Found on Reuters 6 years ago
Company News
What we've seen is that investors are either leaving traditional mutual funds and going towards ETFs, or they're staying within mutual funds and using nontraditional funds.
Found on Reuters 6 years ago
Company News
Many investors use the end of the year as their chance to shift allocations or revisit their underlying fund holdings.
Found on Reuters 6 years ago
Company News
We still think this fund is risky and there are better options to choose from, but there's still a lot of money tied to this fund.
Found on Reuters 6 years ago
Company News
Unfortunately, as interest rates fell, taking on less risk actually hurt them versus their peers.
Found on Reuters 6 years ago
Company News
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