U.S. Quant Mutual Funds

U.S. Quant Mutual Funds 2019 was another tough year for quant mutual funds, as just 15% beat the U.S. stock market. Image: Financial Times

Vanguard and U.S. Mutual Funds

Vanguard and U.S. Mutual Funds Is Vanguard getting too big as a firm? What about its impact on corporate America? Image: Financial Times

Mutual Fund Flows – Asset Allocation Funds since 2000

Mutual Fund Flows – Asset Allocation Funds since 2000 Dynamic/flexible and balanced funds saw significant outflows since 2018. It is obvious that many investors don’t have a long-term view. Image: Topdown Charts

U.S. Active vs. Passive Fund Net Flows

U.S. Active vs. Passive Fund Net Flows Active mutual funds exhibit persistent outflows, while inflows into index-tracking U.S. mutual funds and ETFs continue to rise. Image: Bloomberg

U.S. Corporate Bond Market Risk

U.S. Corporate Bond Market Risk It is different this time. Since the 2008 regulations change, corporate bond market-risk-taking has moved from banks to investors in mutual funds. Image: Swedbank Research