Mutual Funds

Dangers may lurk in index funds, a popular area of the stock market known for their recent and consistent record of outperformance against actively managed funds, according to experts. A recent op-ed in the New York Times cautions that passive index funds may be vulnerable to bias, and possibly manipulation, as interest in those funds
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When the “Woodstock of Capitalism” took place a few weeks ago, aka Berkshire Hathaway’s BRK.A, -0.96% BRK.B, -1.53%  annual meeting, the Warren Buffett fetishists came out in full force and saturated investing websites, CNBC and YouTube with their gee-whiz commentary. I respect Buffett and I have learned a lot from him. But I’m getting tired
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Global index provider MSCI recently announced it would quadruple the percentage of China A shares—shares of companies that trade on mainland exchanges like Shanghai and Shenzhen and were previously available only to Chinese investors—in its China, global and emerging market indexes by November 2019. By then, A shares will have what MSCI calls a 20%
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It’s proxy voting season again, when companies hold their annual shareholder meetings and let their investors vote on resolutions on everything from board candidates to diversity to parental leave. This year, investors are gearing up to vote on 303 resolutions that touch on environmental, social and governance (ESG) issues. But if 2018 was any indication
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“Seinfeld” episodes do not usually turn up in speeches by SEC commissioners. But when Hester Peirce addressed the Council of Institutional Investors in March, she alluded to the scene where George’s father gathers a motley crew around the dinner table for Festivus, a made-up holiday featuring an “Airing of Grievances.” Said an angry Frank Costanza:
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Everywhere you look these days, it seems to be bad news for folks who invest overseas. From the fallout caused by a continuing trade war with China to the continued uncertainty posed by Brexit to ever-present geopolitical risks in the Middle East, the headlines don’t inspire confidence. And besides, with the S&P 500 index SPX,
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Investors in health-care stocks could be forgiven for asking: “What rally?” While the Dow Jones Industrial Average and the S&P 500 index have both soared more than 20% from their Christmas Eve lows, health-care stocks have gained less than half as much. As the S&P SPX, +0.06%  sets new all-time highs and the Dow DJIA,
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