Market Perspective for April 3, 2022

Last Thursday, the Dow Jones Industrial Average dropped 550 points to end the worst quarter in…

Briefly Noted . . .

By Bill Moore DoubleLine Capital, Jeffrey Gundlach’s $137bn asset management firm, has received approval from the…

Elevator Talk: Jessica Jouning, First Sentier American Listed Infrastructure Fund (FLIAX)

By David Snowball Since the number of funds we can cover in-depth is smaller than the…

Managing Risk During Inflation | Mutual Fund Observer

By Charles Lynn Bolin I have expressed my intention to retire in the next few months…

Two cheers for active management!

By David Snowball Devesh and I have an ongoing conversation about the value of active managers.…

On Active vs Passive Equity Mutual Funds

Active MFs have higher fees compared to index funds. Active MF performance lags the index over…

Recipe-based investing | Mutual Fund Observer

By Mark Freeland Step One: Find the right recipe. Indexes are recipes. By that, I mean…

Not a Great Time for Bond Fund Investors … But There’s Hope

By Charles Boccadoro A quick sampling of recent headlines … Morningstar author Sandy Ward: “Bond Investors…

April 1, 2022 | Mutual Fund Observer

By David Snowball Dear friends, Spring is a time when we celebrate the small and uncertain…

Market Perspective for March 28, 2022

The markets continued to watch two situations, one being the ongoing Russian invasion of Ukraine and…