Results for "alternative investments"

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Active ETFs produce few stars and even fewer fans

July 28, 2016

Actively managed exchange-traded funds continue to represent one of the unsolved mysteries of the asset management industry. It is an incarnation that is less than a decade old that includes some glowing success stories, a general reluctance...

Catching a ride on the next oil-market rebound

July 27, 2016

In case you didn't believe the last oil market rebound, here's another opportunity to jump on the bandwagon. The chance to get in is coming up for long-term investors. The Fed is taking action against Goldman Sachs that could include a hefty...

Schorsch's AR Global to sell BDC adviser to Benefit Street Partners

July 26, 2016

AR Global, the alternative investment sponsor controlled by Nicholas Schorsch, said on Monday it had reached an agreement to sell the investment adviser of Business Development Corp. of America, a nontraded business development company it started,...

Liquid alt imposters fall to the wayside

July 25, 2016

Multi-alternative-strategy mutual funds have been quietly fading into the background, reflecting the challenges facing alternative strategy mutual funds. Of the 31 funds shut down this year across eight liquid alt fund categories tracked by...

Nontraded REIT sales fall off a cliff as industry struggles to adapt

July 24, 2016

Sales of nontraded real estate investment trusts, the high-commission alternative investments sold primarily by independent broker-dealers, have fallen off a cliff. Heading into 2016 facing a number of hurdles, namely a flurry of legal and regulatory...

REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing

July 21, 2016

Record-low interest rates, combined with growing turmoil across the global financial markets, has played right into the hands of exchange-traded funds that invest in REITs. Real estate investment trust ETFs picked up $4.9 billion year-to-date...

Advisory group recommends SEC expand pool of accredited investors

July 19, 2016

The SEC's Advisory Committee on Small and Emerging Companies wants the commission to expand the number of investors eligible to buy unregistered securities. The advisory committee approved by voice vote Tuesday a recommendation that would broaden...

REIT with a twist — and a high commission — is new darling of independent brokers-dealers

July 14, 2016

There's a new kind of REIT in town and it's the brainchild of John Williams, the former chairman and CEO of Post Properties Inc., a multi-family real estate company he founded in 1971 that evolved into a nontraded real estate investment trust....

ETF liquidity a growing point of financial industry contention

July 10, 2016

For a lot of financial advisers, the primary appeal of exchange-traded funds boils down to low fees and liquidity. There is no disputing the low fees, which provide investors with varied and broad market exposure for mere basis points, in most...

A hedge fund manager's view of liquid alternative funds

July 1, 2016

Liquid alternative strategies are growing up, and that means some growing pains. There's asset allocation and there's chasing returns. It's finally good to be an investor in commodities. A turnaround for the asset class. With history as a guide,...

SEC fines WFG Advisors $100,000 for overcharging clients in alternative investments

June 29, 2016

WFG Advisors, the registered investment advisory arm of Williams Finance Group, will pay a $100,000 penalty for overcharging clients, according to the Securities and Exchange Commission. From January 2011 through August 2013 the firm overcharged...

Carlyle Group, KKR and other private equity firms target individual investors with interval funds

June 23, 2016

The powerful appeal of private equity investments has helped some of the biggest names in the space quietly move down market with products aimed specifically at individual investors, which presents some new challenges and opportunities for financial...

Bond bears licking their wounds as stock funds lag amid low-interest rates

June 21, 2016

For those expecting the great bond meltdown, 2016 has been a really rotten year. The yield on the 10-year Treasury note has dropped from 2.27% on December 31, 2015 to 1.68% Monday. Bond prices rise when interest rates fall, meaning that this...

Layoffs hit Pimco, GMO as assets shrink amid flight from active management

June 17, 2016

Layoffs have been scarce in the mutual fund industry, but they have hit two complexes recently: GMO and Pimco, which are suffering from declining assets as investors flee active management in favor of passive strategies. Boston-based Grantham,...

The ETF liquidity mirage

June 15, 2016

“Wall Street Turns to ETFs to Sidestep Illiquidity in Bond Market” ran a recent Bloomberg headline. Because the ability to trade individual bonds is degrading, the story reported, investors are piling record dollars into global bond ETFs....

The real reason Trump won't reveal his tax returns

June 7, 2016

The real reason The Donald won't reveal his tax returns might surprise you. It comes down to two words: Real estate. Janet Yellen says the Fed will eventually raise rates, but that's all you get at this point. Confused yet? Four ways to not...

The ultimate alternative investment: Really expensive watches

June 6, 2016

Instead of timing the market, how about investing in time? Watches, that is. “People are seeking trophies.” Don't just assume your value fund is providing any real value. Being mindful of the smoke and mirrors. JPMorgan catches up with the...

A tale of two Chinas: one old, one new

June 5, 2016

To the casual observer, headlines about China over the past year suggest doom and gloom. Those who take a deeper look, however, will find a divergent storyline comes to light: China's economy is moving in two different directions. Earnings releases...

How a Brexit will hit U.S. stocks

June 2, 2016

If the U.K. pulls the trigger on its departure from the European Union, the fallout could hit certain U.S. stocks that you might already own, or maybe should own. Stay nimble. A couple dozen stateside companies with substantial sales in Britain...

Stock sellers got burned in May but volatility set to return in June

June 1, 2016

If you sold in May, you went away too early. The Standard and Poor's 500 stock index rolled to a 1.53% gain in May, and 1.80% with dividends reinvested. For the three months ended May, the blue-chip index is up 8.53%, or 9.12% with dividends....

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