This weekend in Barron's online: the quarterly report on mutual funds, as well as the prospects for Dish Network, Realogy and more.
"Target-Date Funds Are Taking Over" by Andrew Bary.
Target-date mutual funds are taking over the 401(k) market, according to this week's cover story in Barron's. These once-maligned funds now have $1 trillion in assets, making up 20 percent of retirement plan assets.
These asset-allocation funds invest in global stocks and bonds, and they gradually shift the mix toward a more conservative allocation as they approach their "target" year. Often dismissed as products for the unsophisticated or lazy, target-date funds are designed to be a complete, one-stop investment.
"Target-date funds are one of the most important and successful financial innovations of the past 20 years," says one expert quoted in the article. And the market could double in size by 2018, reshaping the retirement-savings market and threatening to shake up the asset-management industry.
See why target-date funds have done well in recent years, which three companies dominate the business and their very different approaches, as well as the outlook for these funds in the coming years.
See also: 3 Reasons The 'Recovery' Will Be Challenged Through 2015
Alexander Eule's "Dish Network Has an Ace in the Hole" suggests that mobile video could shake up the media industry. Check out the article to see how Dish Network's (NASDAQ: DISH) chairman could help his stock rise up to twenty percent.
"Realogy: A Cheap Bet on a Housing Recovery" by Leslie P. Norton focuses on Realogy (NYSE: RLGY), which operates well-known residential real-estate brokerages, as well as why its shares could rally 25 percent or more.
In "Barron's Small-Cap Picks Beat the Market in the First Half of 2014," David Englander not only presents the report card, but also discusses what is ahead for the likes of Weight Watchers International (NYSE: AZZ) and Titan International (NYSE: TWI).
The best advice of Louise Gunderson of UBS is the featured in Alexander Eule's "A Top Advisor Focuses on Safety First." She manages $700 million for wealthy families, and she says they are more risk-averse than she has ever seen.
"A Watch-Movement Primer" by Paul Boutros is an introduction for novice watch collectors to the history and construction of high-end mechanical watches. This Penta article makes clear that there are more than just high-end mechanical watches and mass-market quartz watches.
In Sarah Max's "David Winters on Asia, the Consumer, and Coca-Cola," well-regarded deep value investor and fund manager David Winters of Wintergreen Advisers explains why he is the biggest critic of one of his largest holdings.
See "SMAs vs. Mutual Funds" by Lewis Braham, article that examines some of the best managers of separately managed accounts who tried putting their strategies into mutual funds -- which rarely live up to the returns of SMAs.
"Time to Buy Biotech" by Amy Feldman points out that while biotech stocks have had a big run-up this year, fund managers like those featured in the article believe there is plenty of growth left for these innovative companies.
"Oppressive Mandate" is an editorial commentary by Thomas G. Donlan that discusses why good intentions do not justify the denial of fundamental rights.
See also: 3 Water ETFs To Quench A Summer Drought
Columns in this weekend's Barron's discuss:
- Whether the Fed is trying to take human nature out of the credit cycle
- The number in the most recent employment report
- What is behind the energy stock rally and the rise in oil prices
- The rising computing functionality in cars, and who the winners will be
- The best online resources for quants
- What may significantly broaden Sarbanes-Oxley's scope
- The flaws of populist economics
- Whether dividend payouts could set a record this year
- The upbeat economic indicators for June
- An above-ground tent as the gadget of the week
Keep up with all the latest breaking news and trading ideas by following us on Twitter.
© 2014 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
Stock AnalysisLearn about Coca-Cola's ad spending and why the company has decided to spend the amount of money it does. Understand comparable companies and industries.
InvestingVolatility is likely to resurface as the Federal Reserve gets closer to adjusting its monetary policy stance, even if that adjustment is a measured affair.
EconomicsWe are facing a conundrum with investment implications: Why are wages still stagnant, when jobs are being created at the fastest pace since the late 90's?
InvestingDiverging monetary policy globally and a stronger dollar continued to be key drivers of the recent underperformance and last week’s tumble in U.S. stocks.
EconomicsThe "soft" dry bulk shipping market that confronts shipping companies is a result of lower demand from China, and an excessive amount of bulk ships.
Stock AnalysisWe take a closer look at how Sierra Wireless' transition from 2G to 3G and 4G technologies, has impacted its business today, and the future expectations.
Stock AnalysisARM Holdings highlighted several growth opportunities in its most recent roadshow presentation. Here are three of the large opportunities it talked about.
Stock AnalysisThe energy boom in the U.S. has opened up a huge range of opportunities in the oil and gas industry.
Stock AnalysisCostco has been one of America's most successful companies: It's growing, efficient, profitable and its long-term shareholders have benefited a windfall.
Stock AnalysisDividend investors know that real estate investment trusts with REITs that invest in mortgage-backed securities produce double-digit dividend yields.
An alternative investment theory to Efficient Market Hypothesis ...
New orders for U.S. core durable goods, which are the total durable ...
One of the best-known sources of financial information on the ...
The market's ability to sustain relatively large market orders ...
The difference between the number of stocks that closed higher ...
A system that gathers and compiles the different estimates made ...
An industry agency council was established by the World Economic Forum in 2014 to serve as an advisory board on the future ... Read Full Answer >>
The railroads sector is comprised of publicly traded stocks for companies that operate railroad tracks and/or trains. Railroad ... Read Full Answer >>
Biotech giant Amgen Inc (AMGN) bills itself as one of the first biotechnology firms. It was founded in 1980 and has grown ... Read Full Answer >>
Back in late August 2012, Apple’s (AAPL) stock price reached nearly $700 per share. The stock has since split but has yet ... Read Full Answer >>