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…

Global Momentum Guide for March 28, 2022

Click Here to view today’s Global Momentum Guide –   – WEEKLY SECTOR MOVERS – The…

Track your mutual fund and stock investments with this Google Sheet!

We are happy to announce a new Google sheet based mutual fund and stock investment tracker.…