China A-Shares: Issues for Investors to Address

View PDF It is no secret that China is becoming an important market for global investors. Major index providers are increasing the proportion and types of Chinese shares in their indices, and investment managers are launching strategies to take advantage of this growing market. With the inclusion of China A-shares (i.e., ownership stakes in Chinese […]

MLPs Keep Tax-Favored Status Under New Law

Despite some concerns about preliminary versions of the tax overhaul bill last year, investors in master limited partnerships (MLPs) fared well at the end. Under the old and new tax code, the pass-through nature of MLPs protects investors from double taxation; income is only taxed at the investor’s individual tax rate. The new tax law […]

U.S. Fixed Income: Up, Up, and Away

View PDF During the first quarter, the U.S. bond market generated positive returns across the board due in part to strong economic data and upbeat investors. U.S. fourth quarter GDP grew at an annualized rate of 2.1%, consumer spending rose 3.5%, and the unemployment rate fell to 4.7%. High yield bonds performed best; the Bloomberg […]