About 43% of U.S. households owned mutual funds in mid-2014, compared to roughly 4% holding ETFs, notes Credit Suisse.
Dana Saporta and Axel Lang of Credit Suisse’s Economics Research team... Read More
Kovitz Investment Management Q2 letter
For the quarter ended June 30, 2015, the Kovitz Investment Group® (KIG) Equity Composite (the “Composite”) decreased 1.4%*, net of fees, compared to a 0.3%... Read More
On Friday, the Federal Bureau of Investigation arrested one of the industry's most vocal critics about insider trading, research analyst John Kinnucan. He has been accused of trading corporate... Read More
When professional bond investors analyze sovereign or state debt offerings, there are typically two approaches. One approach is to entirely trust those underwriting the bond offering and the elite institutional analysts... Read More