Examining the origins, evolution, and defining innovations leading to the global growth of mutual fund investing   Origins of Western Mutual Fund Investing The mutual fund has democratized investing by enabling access to professional management and the benefits of scaled asset allocation and diversity for investors across the income spectrum. Early origins likely hailed from collective investment trusts first promulgated by the Dutch in the mid-eighteenth century. Perhaps the inspiration for this novel investing approach sprang from another pioneering event from the Dutch: the first investing bubble—known as the famous tulip bulb “mania”—of the 1630s. This event saw everyday people

Over the course of 2022, the ESG investing honeymoon suffered a bit of a swoon. Loading

Market dynamics may soon be favorable Loading

Nearly two years into the pandemic, patterns are starting to emerge and certain economic outcomes tend to follow – all of which can help investors navigate in otherwise uncertain times.  The dominant theme – global inflation – will surely be a central force in 2022 having impacts across markets and asset classes. Waves of infection serve to drive more inflation as labor and supply chains tighten, and the central banks will certainly take action. What does this mean for investment returns? First, it’s safe to say the Omicron likely isn’t the last variant we’ll all have to deal with, so