It has been a fine half year for stocks, money market funds and, to a lesser extent, bonds — so good, in comparison with last year, that you may feel […]
Mutual Funds
Trending topics and news from the Mutual Funds category
Back to news homeMost Funds Couldn’t Beat the Stock Market in 2022, Despite Advantages
For the stock market, 2022 was a special year. If there was any year in which stock pickers should have been able to outperform the broad market indexes, 2022 was […]
Your Investment Lost Money Last Year. So Why the Big Tax Bill?
Tax-sheltered accounts don’t replace these social jewels. But if you work for a living, or have done so, and want to live reasonably well in the current world, you will […]
After a Terrible Year for Bonds, the Outlook Is Better
“Basically, it’s never been worse than the last year,” he said in an interview.The FundamentalsBonds are loans made by investors who, in return, receive regular income, known as yield. Market […]
Actively Managed Mutual Funds Consistently Fail to Beat Markets, Study Finds
The answer was none.Not a single one of the initial 2,132 funds managed to achieve top-quartile performance for those five successive years. That hasn’t happened for stock funds since 2011. […]
Bonds May Be Having Their Worst Year Yet
It’s happened before.The last time the Federal Reserve had to cope with inflation this high was in the early years of Paul A. Volcker’s tenure as Fed chairman, from August […]
Cracking Down on a Wall Street Trend: E.S.G. Makeovers
The DealBook newsletter delves into a single topic or theme every weekend, providing reporting and analysis that offers a better understanding of an important issue in business. If you don’t […]
How to Start Investing in a Bear Market
The party in the financial markets is long over. Chatter about hot stocks and fabulous opportunities in cryptocurrencies and NFTs has died down to a whisper. Recession and bear market […]
Goldman Sachs Is Being Investigated Over E.S.G. Funds
The Securities and Exchange Commission is investigating Goldman Sachs over its E.S.G. investment funds — funds that invest in companies that say they are committed to environmental, social and governance […]
How Inflation Is Affecting Money Market Funds
The stock market hasn’t provided much joy, bonds have been a source of considerable pain and inflation is troubling.But at last there is a glimmer of good news for people […]