This week’s Mutual Funds and ETF stories


Stock markets around the world have turned on investors without notice, and with a vengeance. That’s how Mr. Market is — here today, gone tomorrow, then back again.

White-knuckle volatility will be here for awhile still, if history is any guide. More investors will get shaken out of stocks, at lower prices, before confidence can attempt to make a comeback. It’s no different than any other relationship that sours — market nature is human nature. What matters in these times is to be aware of our own nature, so that we can make an honest effort to respond to adversity rather than react to it.

Stock market’s trend isn’t always a friend to momentum ETFs

ETFs with a momentum-based strategy have struggled with the U.S. stock market’s volatility, writes Conrad de Aenlle.

Now’s the time to buy stocks — the stars are aligned

When media fear is highest and insiders are buying, you’re probably close to a stock market bottom, says Michael Brush.

Trust the job market more than the stock market, economist says

The stock market is misleading us into thinking a recession is imminent, says Ian Shepherdson, winner of the Forecaster of the Month award, who says the robust labor market is a more reliable gauge of the economy’s strength.

The economy and the stock market have already voted for the next president

It’s easy to overlook the outsized influence that the stock market has on presidential politics, since its message doesn’t change on a day-by-day basis, or even week to week.

It’s time for these trendy mutual funds and ETFs to put up or shut up

This volatile market will show whether smart beta and other alternative products can protect investors in downturns, writes Chuck Jaffe.

How small-cap international stocks help your portfolio in big ways

Some experts recommend that investors make small-cap funds the only international portion of their stock portfolio.

3 stocks for a weak market

Barron’s Senior Editor Jack Hough interviews Tom Forester of Forester Value fund, who specializes in profiting during downturns. Here’s what he likes now.

Market chaos: Theories behind the turmoil

A wave of selling slams global markets as a fresh fall in oil prices and a cautious tone from the Federal Reserve fuels anxiety. WSJ’s Saumya Vaishampayan discusses several theories about what’s causing the market volatility.

Investing in a crazy market, from oil to bonds

Morgan Stanley Wealth Manager James Oberheide explains how he is allocating his clients’ portfolios, sector by sector, including financials, biotech, healthcare, energy, and muni bonds.