Mutual Funds News

Study of 130,000 Certificates Finds Structured Products Often Cheaper Than Mutual Funds

New study evaluating over 130,000 investment certificates finds them frequently cheaper than comparable mutual funds

Sep 15, 2026

Schroders Eyes Wealth Acquisitions After Agreeing £10bn Nuveen Sale

Schroders is considering acquisitions to expand its wealth management division and deepen focus on ultra-high-net-worth clients

Sep 14, 2026

Gujarat Leads India in New Investor Registrations, Adding 230,000 Accounts in August

Gujarat added 2.3 lakh new investor accounts in August, outpacing all other Indian states for the month

Sep 13, 2026

AllianceBernstein CEO Bernstein on Stability-Focused Investing as Rate Uncertainty Reshapes Asset Allocation

AllianceBernstein CEO Seth Bernstein outlined a stability-focused multi-asset approach amid rising rate environment

Sep 12, 2026

History Says Diversification Is the Only Move Before a Market Crash — Here's Why It Matters Now

Multiple sources advocate diversification away from growth-stock concentration as the historical defense against market crashes, with current macro conditions elevating the urgency.

Sep 12, 2026

Korean Asset Managers See 83% Profit Surge as Bull Market Boosts AUM, Yet 4 in 10 Firms Remain Loss-Making

Korean asset management industry net profit rose 83% as the bull market drove AUM growth

Sep 12, 2026

Australian Superannuation System Under Political Pressure as Experts Warn Against Populist Reform

Commentators warn that Australia's retirement savings pool must not become a political instrument

Sep 12, 2026

Spousal Pension Contributions During Career Breaks Can Protect Long-Term Retirement Wealth

Spousal pension contributions during career breaks can significantly reduce long-term retirement wealth gaps

Sep 11, 2026

Oil Tops $105 as India SIPs Hit Record High and Xi Confirms India Visit

Brent crude surpassed $105 per barrel amid ongoing Middle East tensions, creating macro headwinds for India's import-dependent economy

Sep 11, 2026

Baron Emerging Markets Fund Gained 19.61% in Q2 2026, Outperforming Benchmark

Baron Emerging Markets Fund gained 19.61% (Institutional Shares) in Q2 2026, delivering strong outperformance versus the benchmark index

Sep 11, 2026

One Nation's Superannuation Early Access Policy Criticized for Benefiting a Small Minority

One Nation's proposed policy allowing early access to superannuation would predominantly benefit a small segment of Australians, critics argue

Sep 11, 2026

Indian Microcap Rally: 14 Stocks Surge Up to 355% in Six Months as Broad Retail Momentum Takes Hold

14 Indian microcap stocks have surged up to 355% in six months with nearly 60 more gaining over 50%, signalling strong retail momentum but raising sustainability questions as crude tops $100.

Sep 10, 2026

State Street Names Tim Helyar as Asia-Pacific Head, Signaling Hong Kong Commitment

State Street has appointed Tim Helyar as its Asia-Pacific head, replacing Lochiel Crafter who led the region previously

Sep 9, 2026

Deutsche Bank's DWS Reverts to 'Deutsche Asset Management' Brand to Woo Global Institutional Clients

DWS Group is rebranding as Deutsche Asset Management to improve international brand recognition for its global client base

Sep 9, 2026

HKU Launches Hong Kong's First University Wealth Management Academy to Serve Rising 'New Money'

University of Hong Kong has established Hong Kong's first university-led wealth management academy amid rapid private wealth growth

Sep 9, 2026

German Wealth Managers Abandon Tagesgeld for ETFs as Iran War and Energy Shock Drive Rotation

German independent wealth managers shift from Tagesgeld deposits to ETFs in H1 2026 as Iran war and energy price shock erode real deposit returns.

Sep 9, 2026

Korea's ₩600B Public Growth Fund Round 2 Opens Sept 30 With 50% Reserved for Low-Income Investors

South Korea's second National Public Growth Fund opens September 30, targeting ₩600 billion with 50% reserved for low-income workers

Sep 9, 2026

FIIs Make Four-Quarter Conviction Bet on 9 Indian Midcaps — Shares Surge Up to 70% in a Year

FIIs steadily raised holdings in around 15 BSE midcap stocks over four consecutive quarters through June 2026

Sep 7, 2026

History Shows Buy-the-Dip Investors Consistently Outperform During Stock Market Crashes

Historical stock market data shows investors who buy during downturns rather than panic-sell consistently generate superior long-term returns.

Sep 6, 2026

Silver ETF Investors Captured Only 18% of a 98% Rally as FOMO-Driven Late Entry Destroyed Returns

Silver surged 98% over one year, but investors in silver ETFs in India captured only 18% of the price gain

Sep 6, 2026

Four in Five Young Affluent Chinese Investors Now Hold Offshore Assets, CFA Study Shows

Sep 4, 2026

Fidelity: 401(k) and IRA Balances Hit Records in Q2 But Hardship Withdrawals Surge

Sep 4, 2026

Fidelity Reports Record 401(k) Millionaires as US Retirement Savings Hit All-Time Highs in Q2 2026

Fidelity Investments reported a record number of 401(k) millionaires in Q2 2026, with total retirement savings balances reaching all-time highs despite broader economic anxiety.

Sep 3, 2026

Deep-Value Screen Surfaces Large-Cap Bargains Trading at Acquirer's Multiple Discounts This Week

The weekly Acquirer's Multiple large-cap screen continues to surface attractively valued companies trading at significant discounts to intrinsic value based on enterprise value to operating earnings.

Sep 2, 2026

BTG Pactual September Small-Cap Portfolio: Cosan and Panvel In, Copasa and Pague Menos Out

BTG Pactual's September small-cap portfolio adds Cosan (CSAN3) and Panvel (PNVL3), drops Copasa and Pague Menos; up to 65% upside seen on BRL undervaluation thesis.

Sep 2, 2026

Germany Phases Out Riester Pension Scheme; New Altersvorsorgedepot Rules Take Effect

Germany's Riester-Rente retirement savings scheme is being replaced by the new Altersvorsorgedepot framework

Sep 1, 2026

Germany Replaces Riester Pension with New Altersvorsorgedepot: What Savers Need to Know About the Switch

Germany is replacing the Riester retirement savings scheme with a new Altersvorsorgedepot system

Aug 31, 2026

Samsung Asset, Mirae Asset Retain Korea's 1.9 Trillion Won SME Pension as ESG Rules Expand

Pureun Seed SME pension fund grew to 1.9 trillion won with 42,000 participating firms and 34.48% cumulative return

Aug 30, 2026

Five Investor Choices That Define Returns as India's Easy-Liquidity Era Fades

As easy liquidity fades in India, investors need to reaffirm rules on investment style, cyclicality, diversification, and rebalancing to stay ahead.

Aug 30, 2026

Vanguard's India Portfolio Surges Up to 190% in CY26 With 3 New Multibagger Additions

Vanguard Funds' India portfolio delivered gains up to 190% in calendar year 2026 across 11 holdings

Aug 29, 2026