In 2011, Sue realized that old isn’t just a state of mind. It actually happens. In 2012, Sue plans to figure out how much to save for her retirement by skipping an old rule of thumb in favor of a new approach.
Following Fixed Income’s 2011 Fund Flows
When it comes to fixed income market conditions, 2011 can be described as the year of unmet expectations. In this blog, Matt Tucker explains how that environment influenced fund flows and how investors used fixed income ETFs to respond to ever-changing market conditions.
Where Falling Inflation Means Rising Valuations
Russ and his team recently ran an analysis to determine which emerging markets are likely to see their valuations benefit the most from falling inflation. Read more to find out which six countries made the list.
Getting Back to ETF Basics
Sometimes it’s good to take a step back and start from the beginning. That is why Sue is devoting her latest blog post to pointing out some helpful online resources for investors who are just getting started with ETFs or who want to learn more about ETF basics.
Fixed Income in 2011: The Year of Opposites
Fears of municipal bond defaults. Expectations of rising interest rates. Those were the conditions fixed income investors were positioned for heading into 2011. Instead, it turned out to be the year of opposites. Matt Tucker looks back at 2011 and studies how market expectations matched up with reality.
The ETF Myths of 2011 and Hopes for 2012
2011 was an exciting year for the ETF industry, but it was also marked by a great deal of confusion and misinformation. With ETFs taking the blame for everything from increased market volatility to rising correlations, Noel Archard explains why he welcomed the increased attention lawmakers gave to ETFs, and why he hopes the industry will continue to move toward improved disclosure and transparency in 2012.
Fixed Income in Focus (Audio)
In 2011, investors gravitated toward fixed income assets, seeking a safe haven from stock market volatility and ongoing political uncertainty. In this audio blog, Russ and Matt talk to financial advisors about the state of the market and explain how investors are adjusting their approach to fixed income to navigate the low rate environment.
The Wrong Kind of Gain
It’s the time of year when fund companies announce their estimated capital gains distributions. In his inaugural blog post Del Stafford explains what to do if you’re about to be hit with a capital gain and how taking action today can help to lower your total tax bill later.
Giving Back With Tax Benefits
‘Tis the season for giving to charity – and for income tax deductions for those charitable contributions. But as speculation abounds that the charitable tax deduction could eventually be limited, Sue explains why you might want to consider using a donor-advised fund this year to make your charitable donations.
Myth vs Reality in the Hunt for Fixed Income Alpha
Many investors rely on active managers to oversee their fixed income holdings. The belief is that in opaque markets, information asymmetry exists among investors and a skilled manager can use this asymmetry to outperform the market. That’s the theory. Now, what’s the reality? Matt Tucker is here to explain.
