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  1. August 17, 2014

    Morningstar: A force to be reckoned with

    This spring, when the management turmoil at Pimco burst into the open and investors were deserting the bond firm’s flagship...

  2. August 1, 2014

    Funds in flux: are investors getting a better deal?

    When Edward Bonham Carter first joined the City of London in 1982, starched collars, expensive silk ties and lace-up leather...

Special Reports

  1. Investing in commodities

    Caution is the watchword even if there is a strong long-term case to be bullish...
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  1. July 27, 2014

    Investors splash the cash and turn passive

    Investors are switching out of cash and pouring money into passive equity funds, bonds and relatively new assets that...

  2. July 14, 2014

    Vanguard funds prosper by low cost evangelism

    US investors are pouring money into Vanguard’s funds as if the manager was the only game in town. In some ways it is: it...

  3. July 11, 2014

    Fidelity loses ground to index trackers

    The world’s largest active fund managers, Fidelity and Capital Group, are losing market share to index trackers and niche...

  4. July 6, 2014

    Unconstrained bond funds reward idleness

    How much should you pay your portfolio manager to do nothing? The thought occurs because of an interesting – scratch that, a...

  5. July 3, 2014

    Low volatility hits derivatives trading

    Prospects for interest rate rises in the US and UK brought isolated bursts of activity to an otherwise slack first half of...

  6. July 2, 2014

    Pimco suffers 14th month of withdrawals

    Investors withdrew money from Bill Gross’s Pimco Total Return fund, the world’s largest fixed income mutual fund, for the...

  7. June 13, 2014

    Contenders jostle for Bond King’s crown

    Jeffrey Gundlach, the founder of the bond fund manager DoubleLine Capital, opened his midyear webcast for investors this...

  8. June 11, 2014

    Doubts raised over rating agency reform

    On a Friday night in New York City, the block around the Westin hotel near Times Square heaves with activity. Throngs of...

  9. June 2, 2014

    Investors pull $4.3bn from Pimco fund

    The amount of money flowing out of Bill Gross’s Pimco Total Return bond fund accelerated in May, shrinking the world’s...

  10. June 2, 2014

    Do not be fooled by fund rankings

    To the extent that good can come from calamity, the silver lining of the credit crunch is that it has begat an era of more...

  11. May 2, 2014

    Fund performance data ‘distorted’

    Performance figures for funds or groups of funds being distorted by discrepancies in the data supplied to investors by...

  12. FT Alphaville

    April 30, 2014

    Six questions for Warren Buffett

    On Saturday Warren Buffett will answer questions about his company in public, in front of an audience of 20,000(ish) people...

  13. April 27, 2014

    Retail rush into alternatives sounds alarm

    More and more US retail investors are ready to bet on hedge funds, but regulators have doubts that retail funds are, in...

  14. April 20, 2014

    Movers & shakers: April 21

    ● Carlyle, the alternative asset manager, has appointed Jeffrey Holland as a managing director and head of the private...

  15. April 4, 2014

    Stars in their eyes

    Is there really such a phenomenon as a star fund manager, the financial equivalent of a creative or inspirational footballer...

  16. April 1, 2014

    Pressure rises on Gross as Pimco fund plummets down rankings

    Bill Gross’s Total Return bond fund, the largest fixed income mutual fund in the world, was beaten by 94 per cent of its...

  17. March 27, 2014

    Investment trust charges under spotlight

    Investment trusts, long considered the preserve of hobbyist investors, are rising in popularity – but experts believe their...

  18. March 24, 2014

    Pimco’s past performance speaks for itself

    Past performance may be no guide to the future, but it is all investors have to go on. Or is it? When Morningstar downgraded...

  19. March 18, 2014

    Morningstar cuts key rating on Pimco

    Pimco has had a key rating downgraded by Morningstar, the mutual fund research house whose recommendations are widely...

  20. March 16, 2014

    Pimco crashes out of European bestseller list

    Pimco crashed out of last year’s rankings of the 25 bestselling fund managers in Europe after the disappointing performance...

  21. March 16, 2014

    Movers & shakers: March 17

    ● BlackRock has appointed Helen Zhu as head of China equities. Ms Zhu joins in April from Goldman Sachs where she was chief...

  22. March 13, 2014

    In a tech bubble with a twist, the big danger is bonds

    Seth Klarman, the publicity-shy manager of the $27bn Baupost hedge fund, has given investors a slap. In his quarterly...

  23. March 11, 2014

    Pimco’s Gross set to soften style after investor criticism

    Bill Gross, the embattled head of Pimco, has promised to give his portfolio managers more freedom to express dissent, as he...

  24. March 2, 2014

    Pimco takes more bearish stance on Canada

    Pimco, the world’s biggest bond investor, has slashed its exposure to Canada – one of its top country holdings – as it...

  25. March 2, 2014

    Emerging market debt fears abate but concerns persist

    There is no shortage of emerging market debt specialists who see the difficulties faced by the asset class since June 2013...

  26. February 5, 2014

    Puerto Rico cut raises fears over rally

    A strong rally in municipal bonds at the start of the year may stall in the aftermath of Puerto Rico’s downgrade to junk...

  27. January 3, 2014

    Small is beautiful for world’s big mutual funds

    Small was beautiful for the world’s biggest mutual funds last year. While emerging markets and bonds wrongfooted some...

  28. January 3, 2014

    Pimco’s Bill Gross suffers tough 2013

    The flagship bond fund run by Pimco’s Bill Gross last year suffered its worst annual performance in almost two decades,...

  29. January 2, 2014

    Return of inflation is inevitable says Aronstein

    Markets are underestimating a coming rout in bond prices, and missing early signs of the return of inflation, according to...

  30. December 16, 2013

    US investors flock to ‘alternative’ bond funds

    The flow of money into a new class of bond fund that gives managers unprecedented discretion over its trading strategy has...

  31. December 1, 2013

    Investor demand drives US move to alternative mutual funds

    As pension funds, endowments and charities clamour for access to hedge fund strategies that are cheap, transparent and...

  32. November 8, 2013

    Active ETFs reach critical mass in the US

    With JPMorgan, Franklin Templeton and Fidelity finally off the exchange traded funds fence, the active ETF concept seems to...

  33. November 4, 2013

    Pimco loses biggest fund crown to Vanguard

    The Pimco Total Return Fund, run by bond market guru Bill Gross, has lost its crown as the largest mutual fund in the world,...

  34. October 23, 2013

    Blackstone rental bond gets triple A rating

    A controversial new bond backed by rental income from foreclosed houses owned by private equity group, Blackstone, has been...

  35. October 20, 2013

    Joe Mansueto, Morningstar CEO

    A knot of young people, beers in hand, shift and smile in a corner of the atrium of Morningstar’s Chicago headquarters as a...

  36. FT Alphaville

    October 17, 2013

    The greatest pound for pound investor you ever saw

    Where then should Neil Woodford lie in the pantheon of great investors? The UK’s superstar investor has run the Invesco...

  37. October 13, 2013

    Oppenheimer defends Puerto Rican bond holdings

    OppenheimerFunds, one of the largest managers of US municipal bond funds, has defended its commitment to holding Puerto...

  38. FT Alphaville

    October 3, 2013

    Return of the living dead, hedge fund edition

    We interrupt this blog to announce a zombie apocalypse has occurred. Please remain calm and do not adjust your allocations,...

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