Mutual Funds

The foreign inflows in the U.S. equity funds have started “re-accelerating,” putting 2025 on the path to become the second-largest year of record inflows of $136 billion, annualized as of mid-2025. What Happened: According to an X post by the Kobeissi Letter, since 2020, overseas...

A tectonic shift is underway in the asset-management industry, as investor disinterest in traditional mutual funds shows no signs of slowing. Instead, capital is pouring into exchange-traded funds (ETFs), favored for their flexibility, lower fees and tax advantages, forcing legacy players like...

The U.S. Securities and Exchange Commission (SEC) voted Wednesday to change reporting times for mutual funds and exchange-traded funds from a quarterly to a monthly basis. What Happened: So-called "open-end" funds will now have to report portfolio holdings every month, instead of four times a year...

During 2023 the trend for mutual funds converting into exchange traded funds grew, and this is expected to continue in 2024 as the popularity and ease of investment in ETFs drives the market forward. Darol Ryan, managing partner at Main Management, said ETFs have taken over the mantle from mutual...

Pershing Square Capital Management founder Bill Ackman in a conversation with Lex Fridman shared his views on mutual funds and individual stock investments. What Happened: Last week, in a podcast interview with Fridman, Ackman expressed skepticism about the value of mutual funds for everyday...