News & Events

Jim Welsh’s January Macro Strategy Review now available.

Forward Funds 2014 Tax Information for funds not on extension now available on our Tax Information page.

Check out our latest webcasts: Income Solutions Using Multi-Asset Strategies with Nathan Rowader and Nic Millikan. Long/Short Muni Investing with PIMCO’s muni bond expert and Forward Credit Analysis Long/Short Fund PM, Joe Deane.

From the Blog

Can a 5.5% Unemployment Rate Spur Higher Wage Growth and Pave the Way for Inflation? Client portfolio manager Nicholas Millikan ponders whether consumers might hold the key to an increase in interest rates sooner rather than later.

Director of Investments and PM Nathan J. Rowader discusses whether or not January returns provide an accurate outlook for future calendar year performance in his latest post, Can January Predict the Year’s Performance?

Ian Goltra, Forward Real Estate Team Portfolio Manager, discusses the relevance of taking a short approach to some REIT investments in Opportunities in Real Estate as the Recovery Continues.

Featured Video


Director of Investments and PM Nathan Rowader discusses the Forward Income Builder Fund’s strategy and third quarter performance.

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