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Mutual Fund Center

Oaktree's Marks says odds not in investors' favor in stock rally

The massive stock market rally in the midst of the coronavirus pandemic has been built largely on optimism and has overlooked potential negatives that could end up catching investors off guard, Howard Marks, co-founder of Oaktree Capital Management, said in a client note.

JPMAM's Michele: Rotate out of government bonds into banks, EM

JPMorgan Asset Management will extend its fixed income holdings further out on the spectrum, handing government bonds back to central banks and rotating out of liquid names into specific sectors such as bank capital, the fund manager said on Friday.

Funds & ETF