Lewis Braham

A bifurcated real estate market offers investors two distinct ways to play the sector.

Moerus Worldwide has handily beaten the market by focusing on deep-value plays with a turnaround story. Tech is 0% of the portfolio.

Why the stock will be in your Nasdaq 100 fund but not your S&P 500 fund—and other quirks of the largest IPO ever.

Fee pressures from low-cost index funds have driven many mergers in recent years as active managers need scale—and reduced head counts—to compete.

Active funds such as Oberweis Micro-Cap and Diamond Hill Small Cap could have an edge as trends shift in favor of smaller stocks.

India’s youthful population is more interested in domestic consumption than citizens in export-focused nations like China and Japan. That should drive growth for local businesses.

With inflation at 3.8%, a three-year high, the Pimco Inflation Response Multi-Asset fund is especially relevant right now.

After a steep run-up, the precious metal—long considered a hedge in times of distress—has taken a dive. But the selloff may have had more to do with profit-taking than anything else.

There are now a host of funds that use options to generate income from an individual stock. Here’s how they work—and why individual investors would be wise to steer clear.

Morningstar’s equity energy fund category was by far the best performer of the first quarter.

Four months in, crypto ETFs are proving an awkward fit at Vanguard.

The 351 ETF exchanges are increasingly popular, but they are complex and may get additional scrutiny from the IRS.

Don’t be shocked, but the past year has been one of the best periods for renewable-energy stocks funds.

The Lazard International Dynamic Equity ETF has beaten its peers and the benchmark for a decade. It converted from a traditional mutual fund last year.

There’s a strong case for hedging your bets with alts. The question is which kind to buy.

Convertible bond funds have beaten the S&P 500 index in recent months. Can the good times continue?

Hedge fund strategies have been slow to take off among ETFs. BlackRock hopes to change that with a new entry.

Investors want their ETFs cheap, even though researching tiny companies can be more time-consuming and expensive.

Spreading your bets among different sectors can help protect you in a down market.

Miner stocks did especially well in the fourth quarter, while crypto funds plunged. The other winners.