COVID-19: How Capital Markets Are Key to Europe’s Recovery By Patrice Bergé-Vincent (As posted in Funds Europe , June 8, 2020) Before COVID-19, the region’s economy already was struggling, with growth of just 0.1 percent in the fourth quarter of 2019. Now, EU policymakers are warning...
A Spousal IRA May Be the Best Gift You Can Give Your Non-Working Husband or Wife By Sarah Holden (As published in MarketWatch , February 6, 2020) Most people are aware that Social Security provides spousal benefits for husbands and wives who don’t have earnings. But there is another...
Ongoing UCITS Fees Are Falling By Giles Swan and James Duvall (As published in Investment & Pensions Europe , December 2019) UCITS are an example of EU financial innovation and a global success story. With €10.1 trillion in total net assets, UCITS help global investors save for...
Financial Transaction Tax Costs By Paul Schott Stevens (As published in InvestmentNews , November 11, 2019) Dear editor, Your story “Elizabeth Warren Healthcare Plan Sparks Outcry over 401(k) Tax Hike” accurately exposes a financial transaction tax (FTT) as a burden on retirement and...
Five Misimpressions Drive Baseless Warnings for Mutual Fund Industry By Sean Collins ( As published in InvestmentNews, September 23, 2019) The mutual fund industry has supposedly reached a significant tipping point: assets in US index mutual funds and exchange-traded funds have...
FSOC’s Proposals Would Promote Financial Stability, Not Undermine It By Paul Schott Stevens (As published in American Banker , June 28, 2019) Washington watchers often seem to have only one scale for measuring the regulations that govern our markets and economy: more versus less...
Congress Needs to Wake Up and Embrace Retirement Security Goals By Paul Schott Stevens ( As published in Pensions & Investments , June 24, 2019) Americans are living longer today than in past generations, and it's encouraging to see Congress take steps to ensure US retirement policy...
“Wall Street Tax Act” Will Land on Main Street Investors By Paul Schott Stevens (As published in InvestmentNews , April 11, 2019) Last month, Senator Brian Schatz (D-HI) and Representative Peter DeFazio (D-OR) introduced the Wall Street Tax Act in the Senate and the House...
Proposal to Limit Institutional Investors Would Harm Millions By Sean Collins (As published in Barron’s , July 7, 2018) Eric A. Posner and E. Glen Weyl ( “A Radical Proposal for Improving Capitalism,” Other Voices, June 16) propose to limit “large institutional investors to owning...
Separating Fact from Fiction with Fund Investor Behavior By William F. “Ted” Truscott (As published in InvestmentNews , May 24, 2018) Despite what you may have heard, the least exciting aspect of our financial markets over the last 80 years has been the behavior of mutual fund...
