This article mentions funds that have an issuer-initiated rating and/or track a Morningstar Index. For full disclosure information, please refer to the specific funds, which are demarcated with a * ...

Dr. Alejandro Lopez-Lira has been conducting his AI trading experiment since the beginning of the AI boom in 2023. He says one model stands out.

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

As a turbulent 2022 draws to a close, Citi Global Wealth Investments predicts a shallow recession in 2023, but believes that markets will begin to focus on 2024’s recovery In 2023, CGWI predicts the ...

Respondents to BNP Paribas' annual 2024 Alternative Investment Survey reported that in 2023 their hedge fund portfolios delivered an average return of 6.67%, 1.5% below their target return, with ...

My Dividend Growth Portfolio (abbreviated DGP) wrapped up 2023 with a large gain in dividends and a small increase in total value.Here are some highlights of 2023:Yield on cost grew to 14.4%. That isa ...