S&P Capital IQ

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  How to Detect if Your Fund Manager Is a ‘Closet Indexer’

  By Joyce Hanson, AdvisorOne  |  May 2, 2012

  There’s a simple trick for advisors to figure out whether an actively managed mutual fund tracks its benchmark index too closely. Ever hear of R-squared?

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  U.S. Bank Lending Below Depression-Era Levels: S&P

  By Joyce Hanson, AdvisorOne  |  March 22, 2012

  U.S. bank loans are at such lows that the economic recovery has been nearly loan-free, S&P's head of financial institutions ratings said Wednesday in New York.

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  Bill Gross Brings Active Management to PIMCO Total Return ETF Launch

  By Joyce Hanson, AdvisorOne  |  March 1, 2012

  With the launch of the PIMCO Total Return ETF, managed by Bill Gross, investors are closely watching to see how his active management of an ETF fares.

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  Mutual Fund Winners & Losers for 2011: Surprises From S&P, Morningstar

  By Joyce Hanson, AdvisorOne  |  January 3, 2012

  Take a guess on which mutual fund was the bigger winner in 2011: a pure emerging-markets fund or a fund that has purchased no new stocks in 75 years.

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  Outlook 2012: Equities–Top 5 Trade Ideas for the New Year

  By Joyce Hanson, AdvisorOne  |  December 21, 2011

  Here’s what the experts are saying about the investment outlook for stocks in 2012.

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  Outlook 2012: Global Economy View—J.P. Morgan, LPL, S&P

  By Joyce Hanson, AdvisorOne  |  December 19, 2011

  Market strategists and portfolio managers from J.P. Morgan Funds, LPL Financial and S&P Capital IQ are combing through the data in a search for investment opportunities next year.

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  S&P 500 Q3 Earnings Outlook: Optimism in ‘Unprecedented High-Risk Environment’

  By Joyce Hanson, AdvisorOne  |  October 5, 2011

  Equity analysts for Standard & Poor’s see a vast gap between their expectations for record double-digit Q3 earnings versus investors’ loss of faith in analysts' optimistic earnings forecasts.