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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,...

The markets brace for Puerto Rico's default

June 30, 2016

The markets are bracing for the next shoe to drop in the form of a default by Puerto Rico. The plan to default on $1 billion worth of general obligation bonds. With GE Capital now off the list of financial institutions the government considers...

Jeffrey Gundlach reaches for bond king crown as DoubleLine's active ETF closes in on Pimco

June 22, 2016

The ongoing battle for bragging rights between DoubleLine and Pimco is about to shift in favor of DoubleLine, as its actively managed bond ETF — with Jeffrey Gundlach at the helm — gets closer to eclipsing Pimco's version of the strategy....

Sky-high cash stockpiles expose rising investor unease

June 15, 2016

If the heaping cash stockpiles are any indication, investors are getting more nervous by the day. Cash levels hit 15-year high. Don't ignore the potential impact of the Brexit just because it's happening on the other side of the world. The polls...

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....

Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs

June 8, 2016

Finra has hit Oppenheimer & Co. Inc. with a $2.25 million fine and ordered the firm to pay more than $716,000 to affected customers for selling leveraged, inverse and inverse-leveraged exchange-traded funds without reasonable supervision, and...

Pimco's new catchphrase to sum up the global economy: stable, but not secure

June 2, 2016

PIMCO has a new investment catchphrase: Stable, but not secure. The Newport Beach, Calif. investment giant's most recent outlook calls for growing and heightened uncertainty, thanks in part because governmental policies have reached the point...

Small-cap stocks gaining momentum while rates stay low

June 1, 2016

Small-cap stocks and funds that track them have started to outperform, and it might be connected to the Fed's downward revision on 2016 rate hikes. Prolonged periods of low interest rates tend to benefit smaller companies with cheap debt on...

Passive funds see big inflows in April

May 26, 2016

Assets in exchange-traded funds grew 1.7% in April to $2.2 trillion, but investors continue to hate stocks: April's big winners were bonds. Cerulli Associates estimates that investors poured $3.1 billion to bond ETFs in April and yanked a net...

Don't let the fickle Fed hamstring your bond portfolio

May 26, 2016

There are ways to protect your bond holdings from the whims of the Federal Reserve. Think stocks instead of bonds, and invest in other parts of the world. Venture capital investors poured in a record $63 billion last year. Where did it all go?...

ETF boon under DOL fiduciary rule won't be universal

May 25, 2016

Exchange-traded funds will likely benefit in a big way from the Labor Department's fiduciary rule, but not all ETF products will reap the rewards. The fiduciary regulation, which raises investment advice standards for retirement accounts, will...

Bond ETFs brace for a June rate hike

May 24, 2016

Interest rates are still a long way from anything that could be considered normal, but with the Fed teasing out a rate hike next month there's reason to be mindful of certain bond portfolios. You don't have to banish bond ETFs. The millennials...

Robo platforms create a new headache for human advisers: wash sales

May 24, 2016

As the robo-advice industry continues to expand to a broader universe of investors, financial advisers might have to start watching out for a well-worn obstacle known as wash sales. The wash sale rule, which prohibits investors from repurchasing...

SEC zeroes in on ETF risks and mutual fund charges

May 20, 2016

The Securities and Exchange Commission is considering enhanced regulation of exchange-traded funds, including assessing how they're sold to investors, and is looking into whether mutual funds can improve transparency of fees and expenses, chairwoman...

Oppenheimer's shuttered fund spotlights challenges for commodity strategies

May 13, 2016

The roller coast ride continues for investors in commodity-focused funds, as witnessed Wednesday with the announced liquidation of the 19-year-old Oppenheimer Commodity Strategy Total Return Fund (QRAAX). Even though the category, as tracked...

Why the DOL fiduciary rule will lead to more ETF innovation

May 12, 2016

Everyone is talking about the U.S. Department of Labor's final fiduciary rule and related Best Interest Contract Exemption (BICE). Some like them, some really don't. It's still early, but the emerging consensus seems to be that much of the industry...

The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

May 9, 2016

Americans won hard-fought protections regarding the purity of their retirement advice last month. Now it's up to the nation's financial advisers to decide whether they'll meet the letter — and spirit — of the historic investor protection...

Cerulli finds that financial advisers do better when sticking with in-house products

May 6, 2016

Brokerage and wirehouse reps that bypass the in-house asset allocation models might be selling their clients short, according to the latest research from Cerulli Associates. An analysis of the in-house packaged programs compared to what reps...

Gender diversity becomes an investment strategy

May 4, 2016

Gender diversity becomes a hot ticket in the ETF space. In the wake of the March launch of the SPDR SSGA Gender Diversity Index ETF (SHE), out rolls the Bloomberg Financial Services Gender Equity Index. The Bloomberg index, which is not yet...

House overwhelmingly approves bill to expand distribution of ETF research

April 29, 2016

The House of Representatives overwhelmingly approved a bill this week that would allow wider distribution of research reports about exchange-traded funds. In a 411-6 vote Thursday, the House passed a measure that allows broker-dealers to provide...

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