Jeff Benjamin

Investment Insights: The Blogblog

Jeff Benjamin breaks down the game for advisers and clients.

Ukraine's new resistance to Russia draws attention back to the macroeconomic fallout

Plus: Fed-speak clarity and other double talk, bank loans funds fall victim to Fed policy, Obamacare drags us back to the 1950s, and banks square off with Big Labor in Vegas

May 2, 2014 @ 8:01 am

By Jeff Benjamin

  • Ukraine's push back against Russian troops is getting more confrontational by the day. Ignored or not, this is not a situation that is going to heal all by itself. The US and EU blame Russia

  • As the conflict surges back into the headlines, investors could be forgiven for wondering if they own funds that could lose — or gain — from the conflict. Here's some insight.

    As Ukraine gets hotter, fund winners and losers come into focus

  • The Fed insists its focus on growth has not changed but that a slow-growth scenario won't influence tapering. In other words, the justifications for quantitative easing are now being used to reduce quantitative easing. Clear as mud, right? When monetary policy become passive

  • The flipside of the new era of Fed clarity is showing up in the form of net outflows from bank loan mutual funds. When yield looks more predictable, adjustable-rate loans lose some luster. 95 straight weeks of net inflows meets two weeks of net outflows

  • The effect of Obamacare is expected to turn health insurance into a fringe benefit from employers. Welcome back to the 1950s, folks. The migration away from employer-based coverage

  • Bankers discover that what happens in Vegas can sometimes find its way to Washington. Labor disputes gone wild. Big Labor drags banks to the bargaining table

  • 0

    What do you think?

    View comments

    Recommended for you

    Sponsored financial news

    Featured video


    The power of data

    Your clients have financial news and data at their fingertips, but donít know how to interpret it. Katy Gibson of Envestnet|Yodlee and Blake Kannady of Envestnet discuss the power of leveraging aggregated data.

    Recommended Video

    Path to growth

    Latest news & opinion

    Supreme Court review of SEC judges could roil pending cases

    But long-term, the agency may get around questions of constitutionality by changing the way it brings on administrative law judges.

    Lightyear Capital takes 50% stake in $9 billion HPM Partners

    Private equity backing could fuel acquisitions by the large RIA.

    Tax reform: 7 essential strategies for financial advisers

    While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.

    Tax law: Everything advisers need to know about the pass-through provision

    The provision is tricky, but could provide advisers and business-owner clients with sizable tax savings.

    Bill requiring fiduciary disclosure reintroduced in New Jersey

    Measures would obligate financial advisers to tell clients they do not have to act in their best interests.


    Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

    Yes, show me how to whitelist

    Ad blocker detected. Please whitelist us or give premium a try.


    Subscribe and Save 60%

    Premium Access
    Print + Digital

    Learn more
    Subscribe to Print