Broadridge’s financial health is sound, in our view. As of December 2024, Broadridge had debt of approximately $3.7 billion, putting gross debt/adjusted EBITDA at about 2.2 times by our calculations.

The S&P 500 is facing one of its most challenging starts to a trading year in history but that doesn't necessarily mean its ...

While Britain has for the most part had a strong commitment to free trade, it’s a very different story in the US, which has a long history of protectionism. This means that President Donald Trump’s ...

Actively managed funds generally fell short of their passive peers last year, but fixed income was a notable exception.

Why be condemned to repeat past errors? Oddly enough, investors seem to have woefully short memories. They should heed ...

What is a closed-end fund? Unlike mutual funds, CEFs trade on exchanges with fixed shares. See how they work and whether they ...

A mutual life insurance company is one in which you, as a policyholder, also retain voting rights and receive dividends as an ...

The Managed Funds Association, a private fund industry group, has urged the U.S. Securities Exchange Commission (SEC) to ...

By Christopher Gannatti, CFAWe have been writing about concepts of broad commodity exposure and efficient core for some time, ...

The fund has its asset allocation in large cap equity and equity-related instruments- 35 per cent to 65 per cent; in mid cap ...

Investing in the United Kingdom can be a way to diversify geographically. Using U.K. equity ETFs is potentially a simpler way to gain broad exposure to this market.

With Michael Grimes, a thirty-year Morgan Stanley veteran, joining the Commerce Department to lead a planned US sovereign wealth fund (SWF) and JR Gibbens, a Wall Street and military veteran, advising ...