Markets & Investments

Markets & Investments (183)

SEC Inquiring About Russia, Ukraine-Related Investment Risk

Securities and Exchange Commission attorneys have been calling registered investment companies such as mutual funds to ask how the organizations are managing risks associated with Russia and the Ukraine. So reports Reuters.

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Ukraine Crisis Puts Frontier Markets Under the Microscope

Frontier markets have many of the same characteristics of emerging markets in that many are expected to generate strong economic expansion, which will help grow the ranks and spending power of the middle class. This, in turn, will provide increased opportunities for corporations to grow their revenues and earnings.

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Most RIAs Recommend 529 Plans

A survey by the Private College 529 Plan has determined that 92% of registered investment advisors recommend qualified tuition savings programs to their clients, even if they have concerns about the plans. So reports Financial Advisor.

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Emerging Markets Funds off to Rocky Start in 2014

Declining emerging markets stocks and currency weakness have caused many emerging market funds to suffer losses as high as 10% this year So reports Financial Advisor.

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How to Discuss Emerging Markets Volatility with Clients?

Emerging markets as measured by the MSCI Emerging Markets Index have recently declined approximately 5%, causing considerable angst among investors.

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Self-directed Investors Outperformed Advisor-Managed Portfolios

Self-directed investors, on average, generated a 17.1% return last year compared to the 14.1% return of investors who used advisors. So reports InvestmentNews.

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Firms Go Against Bill Gross' Fixed Income Play

BlackRock and Pioneer Investments are among firms that are advising clients to bail out of short- and intermediate-maturity bonds due to concerns that economic growth may cause the Federal Reserve to back off on its pledge to keep interest rates low. So reports MarketWatch.

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Young Millionaires Saying ‘No Thanks’ to Equities

A recent study shows that most millionaires age 32 or younger plan to avoid equity investments over the coming 12 months. So reports Millionaire Corner.

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Advisors Expect to Increase Use of ETF Wraps

A survey of fee-based advisors shows that the professionals anticipate increasing their use of ETF-based wrap accounts by 23% and mutual fund wraps by only 7%. So reports MainSt.

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Success of Active ETFs Questioned

Rick Ferri, author of The ETF Book, says actively managed exchanged traded funds won’t become very popular. So reports The Journal of Financial Planning.

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