Mutual Funds Talk Trends, Future

April 2000
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p31
Academic Journal
This article focuses on the survey of Schwab Mutual Fund One-Source about forecasts and customer trends in mutual funds in the U.S. It indicates that investors are becoming less risk averse and are chasing returns. Investors also tend to narrow their asset allocation to large-cap growth stocks and funds. Online investing supersede other developments. Consolidation will be a major trend in the fund industry for 2000. The best investment markets will be likely the U.S., Asia and Europe.


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