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With global wealth shift, 'there's always a bull market somewhere'
August 7, 2012
Fidelity's Simnegar sees huge investment opportunities in decline of developed markets, rise of emerging ones
Why clients are playing defense with alternative investments
July 29, 2012
The fact that inflows into alternatives funds continue to be heavy even while they are underperforming the broad equity market suggests to market analysts and asset managers that investors are recognizing and embracing the defensive characteristics of alternative strategies. The bear market ...
Despite bankruptcies, muni funds rake it in
July 29, 2012
High-profile municipal bankruptcies and potential defaults haven't deterred the investing public from pouring money into muni bond funds. So far this year, the funds have had net inflows of more than $28 billion, according to Morningstar Inc. That means that in less than seven months,...
Why muni bankruptcies may not be such a good idea
July 27, 2012
Some people are suggesting that municipalities consider bankruptcy as a strategy in fixing financial problems rather than a last resort, but the long term damage to cities walking away from their debt could be serious.
Diversified alpha bets? This alt fund's got them
July 24, 2012
While any fund dubbed “absolute return” is automatically setting the bar way too high, the Causeway Global Absolute Return Fund deserves some credit for making every effort to remove market beta, which theoretically would leave investors with alpha, or absolute returns.
Alternative mutual fund strategies set for rapid growth, Cerulli says
July 22, 2012
Money managers are increasingly bullish on alternative investment strategies and expect rapid growth, according to Cerulli Associates Inc. The latest research from Cerulli shows that money managers expect the assets they hold in alternative strategies to increase by at least 50% over the...
More than meets the eye with emerging-markets debt
July 8, 2012
Emerging-markets debt is becoming a hot topic of conversation across the financial services industry, as many eyes have turned to the attractive yields and stark contrast in debt levels be-tween developed and emerging economies. At first blush, the emerging-markets-bond category looks...
Buffett makes $3.85B bid for ResCap mortgage business
June 24, 2012
Warren E. Buffett, whose prediction last year of a housing recovery was premature, is raising his bet on a rebound with his $3.85 billion bid for a mortgage business and loan portfolio from bankrupt Residential Capital LLC. The offer “certainly indicates that he thinks the worst is...
Alternatives coverage expands
June 24, 2012
Morningstar Inc. is expanding its analyst ratings and global fund reports to encompass about 40 alternatives mutual funds, which represent 75% of alternative-fund assets. The analyst ratings, which, unlike the company's star ratings, are forward-looking, were launched a year ago and...
Bankrolling adult kids imperils boomer retirement
June 24, 2012
Advisers worry that the amount baby boomers spend on their adult children is imperiling their retirement savings.
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