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From stocks to bonds, the strong dollar hits global markets

February 6, 2015

For insight into the current state of financial markets, look no further than the strengthening U.S. currency. That's what Michala Marcussen, global head of economics at Societe Generale SA, has been telling clients. What she calls the “dollar...

Bill Gross owns majority of Janus bond fund he runs

February 6, 2015

Bill Gross and his family own more than half of the bond fund he runs on behalf of Janus Capital Group Inc., after acquiring their shares through brokerage accounts at Morgan Stanley and Charles Schwab Corp. Mr. Gross and his family held a 51.2%...

Low mutual fund cash levels not telling the whole story

February 6, 2015

Headline numbers blasting that equity mutual fund cash levels are low and have dropped over the last year could be misleading advisers into thinking that the managers they're paying to invest client money are working hard on their behalf. One...

Warren Buffett pushes Obama to build the Keystone pipeline

February 5, 2015

Warren Buffett says Obama should ignore his radical base and approve the Keystone pipeline. 'By and large, Keystone should be done' Colorado took in so much tax revenue from marijuana sales that it might have to send out reefer refunds. When...

Bruce Berkowitz sticks to contrarian guns as investors exit Fairholme Fund

February 5, 2015

Bruce Berkowitz defended his strategy at Fairholme Capital Management of investing in stocks shunned by others after his marquee fund suffered its fourth straight year of outflows. “Buying hated companies requires patience and courage of conviction,”...

Pimco Total Return Fund drops another $11.6B even with decent performance

February 4, 2015

Pimco Total Return Fund notches 21 straight months of redemptions, including $11.6 billion in January. Meanwhile, since the September departure of Bill Gross, the $134.6 billion fund has beaten 94% of its peers. The fund is up 2.45% so far this...

American Funds to get approval to offer ETFs

February 4, 2015

In a move that could pave the way to a new order in the fund industry, securities regulators plan to approve a proposal by American Funds, the third-largest mutual fund brand, to offer ETFs for the first time. The decision, announced this week...

For investors seeing bond yields slip, munis offer solid alternative

February 4, 2015

It's only a little more than month into 2015, and the first act for bonds has been another unpredictable, off-script adventure. Defying expectations that this would be the Year of Rising Interest Rates, the yield on the 10-year U.S. Treasury...

The battle for your clients' retirement dollars

February 3, 2015

The war for your clients' annuity dollars is on. Why annuity sellers are fighting for your IRA The way things are shaping up, what's good for consumers isn't so much for business. Corporate America feels downdraft while recovery lifts households...

The rest of 2015 may not look like January

February 3, 2015

January was a rough month for equity markets. Volatility increased and stocks endured some notable setbacks. For the month, the S&P 500 Index fell 3.0% after declining 2.8% last week. We believe, however, that the same factors pushing stock...

Fund managers warned on exotic ETFs

February 3, 2015

Smart beta, the increasingly popular index-investing strategy, is drawing fresh scrutiny from industry analysts and regulators who say new products need to be better tested before earning a place in investor portfolios. The funds, which straddle...

State Street, facing historic redemptions, slashes ETF prices

February 3, 2015

State Street Corp., whose ETF lineup saw the largest redemptions in history last month, on Tuesday aggressively cut its prices on nearly a third of its funds. The Boston-based custody bank is one of the early pioneers in building exchange-traded...

ARC REITs sign up KPMG as new auditor

February 3, 2015

A number of American Realty Capital nontraded real estate investment trusts and programs have signed up Big Four accounting firm KPMG as their new auditor. On Jan. 22, Grant Thornton, the accountant for eight ARC nontraded REITs and a handful...

What will be a 'tail event' in 2015?

February 3, 2015

With the price of oil down 50% over the last six months, there seems to be a resurgence of pundits predicting the possibility of tail events — on the downside and/or the upside — for 2015. This may lead people to ask their financial adviser...

Gundlach's DoubleLine pulls in record cash

February 2, 2015

DoubleLine Capital, the bond firm co-founded by Jeffrey Gundlach, attracted its biggest monthly subscriptions ever last month after beating peers in 2014. DoubleLine got $3 billion in January, the most collected since the Los Angeles-based company's...

REITs not to the rescue this year

February 2, 2015

If you'rethinking about real estate as an asset class to deliver some alpha this year, what with a tepid stock market and the specter of rising interest rates, maybe you should think again. REITs poised to fall as estimate outperformance says...

Read the fine print before plunging into smart beta

February 1, 2015

Advisers considering diving into smart beta may want to read the fine print before taking the plunge. Industry observers are warning investors to be cautious before adopting the hottest trend in index investing, which Morningstar Inc. estimates...

Want to build a better portfolio? Consider smart beta strategies

February 1, 2015

There's no question that smart beta strategies have captured headlines as well as the attention of investors and advisers, but do they have a place in your clients' portfolios? And, more importantly, how might you adjust your asset allocation...

When underperforming the S&P 500 is a good thing

February 1, 2015

As financial advisers roll through annual client reviews, many will face the task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year. Fact is, a truly diversified investment portfolio...

Smart beta booming despite a name everyone hates

February 1, 2015

Say what you will about smart beta, but, please, do not call it smart beta. With few exceptions, true believers in the fast-growing hybrid of active management and passive investing are adamant that the strategy in general needs a better name....

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