Public pensions put Pimco on watch after Gross exit

October 13, 2014

The departure of William H. Gross from Pacific Investment Management Co. might end up cutting deeper into his personal reputation than into the $1.87 trillion in assets under management at the firm he was synonymous with for 40 years. Mr. Gross'...

Tax planning doesn't stop on Tax Day

June 8, 2018

My father, Paul A. Samuelson, and I shared the same name and a strong interest in personal investing. While his primary job was professor of economics at MIT, he took on various investment advisory roles and served for many decades as a trustee...

O'Hanley: Heir to Fidelity throne, or just passing through?

May 17, 2010

Ronald P. O'Hanley has the temperament and business savvy needed to occupy the premier industry hot seat between Edward “Ned” Johnson, chairman and CEO of Fidelity Investments, and his daughter Abigail, industry executives say. There's no...

Housing, banking news drives market up

May 18, 2009

Stocks started the week strong today as upbeat news on housing and banking helped boost the Dow Jones industrial average up more than 200 points. The Dow closed up 235.44, or 2.85%, at 8,504.08; the S&P 500 rose 26.83, or 3.04%, closing at 909.71;...

LaSalle: Real estate valuations to fall in '09

December 16, 2008

Real estate valuations are expected to fall next year, with the low point in the cycle expected in 2010, according to LaSalle Investment Management’s Investment Strategy Annual, a comprehensive survey of global real estate markets. Commercial...

Demand grows for structured notes

June 6, 2018

Financial advisers recently have grown more interested in structured notes, a type of debt with a return linked to the performance of a single security, an index of stocks or other investments, according to one executive from a leading distribution...

Is the Fed fighting the last war?

December 17, 2013

In recent posts, we have approached the problem of the outlook for interest rates by outlining the questions that surround the potential growth rate of the U.S. economy. It is established that this rate is heavily influenced by conditions in...

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Volatility: How separately managed accounts were effected

August 14, 2011

The domestic-equity markets were extremely volatile during the second quarter, particularly in June. April continued the pattern of the first quarter as the Russell 1000 Index was up 3% and the Russell 2000 Index was up 2.6%. Both indexes were...

Bill Gross: How a global debt crisis trickles down to investors

March 1, 2010

The following is a monthly commentary written by Bill Gross, managing director and co-chief investment officer at Pacific Investment Management Co. LLC. I haven't gone to a cocktail party in over 10 years. Granted, perpetually watching Seinfeld...

JPMorgan Chase to make alt investments available to the many

May 17, 2018

JPMorgan Chase & Co. plans to offer sophisticated investments to a much broader clientele. The bank is slashing requirements to participate in certain alternative investments that its asset management arm once offered mainly to institutions...

Investment Perspectives: With Ivy's Mike Avery

February 4, 2014

InvestmentNews | Has central bank policy helped or hurt the global economy since the financial crisis in 2008? Mike Avery | The actions taken by central bankers helped get the global economy out of a steeper decline than it may have been in...

Sponsored by Ivy Funds

2017 largest variable annuity providers

February 17, 2018

VA sales have trended downward for five years, and the third quarter brought more bad news: the 
product line saw the lowest sales in 20 years. However, experts think interest may slowly pick up as advisers and insurers get more comfortable...

Neuberger Berman launches specialty finance group

May 2, 2018

Neuberger Berman has launched a specialty finance group and hired Peter Sterling as a managing director and head of the new group, spokesman Alexander Samuelson said. The Neuberger Berman Specialty Finance group will seek assets within the consumer,...

Will global macro finally shine?

April 17, 2018

Following the Federal Reserve's latest decision to increase its benchmark interest rate in March, and as a growing number of central banks around the world reverse their policies of monetary stimulus, advisers and investors should take the opportunity...

10 worst days ever for Dow Jones

February 5, 2018

The 1,175-point drop in the Dow Jones Industrial Average on Monday was the largest ever in absolute terms, but the decline did not even crack the Top 20 in terms of percentages losses. For some real hair-raisers — even if the declines were...

Dow tumbles 665 points in biggest plunge since 2016

February 2, 2018

The Dow Jones Industrial Average tumbled 665 points in the biggest plunge since June 2016, as the worsening bond rout stirred angst that the Federal Reserve will accelerate its rate-hike schedule. Solid jobs data that underscored the strength...

Risk Management for All Markets

January 29, 2018

Summary An introduction to the importance of market breadth measurements The construction behind the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF) Risk management during bull and bear markets and navigating secular trends -...

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Investment committee 'best practices' that help to add discipline to portfolio management

January 17, 2018

In my capacity as the Chief Investment Officer at Dynasty Financial Partners, which serves a network of more than 45 independent RIAs, I actively participate on both the Investment Committee of Dynasty and as an outside member on the Investment...