Alternatives

Displaying 3993 results
William Kahane replaces Nick Schorsch at American Realty Capital Global Trust
INVESTING ALTERNATIVES FEB 20, 2015
William Kahane replaces Nick Schorsch at American Realty Capital Global Trust

New executive chairman at REIT is longtime investment partner.

By Bloomberg
Former compliance officer sues Cabot Lodge owner
INVESTING ALTERNATIVES FEB 20, 2015
Former compliance officer sues Cabot Lodge owner

Jacob Frydman is focus of complaint that alleges plaintiff was fired for reporting 'certain improprieties' to Finra.

By Bruce Kelly
INVESTING ALTERNATIVES FEB 20, 2015
SEC's Daniel Gallagher questions need to revise accredited-investor standard

Commissioner says that the private market is working just fine and that the effort to revise the accredited-investor standard is a waste of time.

By Mark Schoeff Jr.
Oil finds the sweet spot for debate over how, or if, to invest
INVESTING ALTERNATIVES FEB 19, 2015
Oil finds the sweet spot for debate over how, or if, to invest

Buy low now vs. waiting a year and hoping for the best from the commodity.

By Jeff Benjamin
ETF outdoes hedge funds in the M&A game
INVESTING EQUITIES FEB 18, 2015
ETF outdoes hedge funds in the M&A game

In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.

By Bloomberg
Investors can control volatility, but the tools are not for novices
INVESTING ALTERNATIVES FEB 18, 2015
Investors can control volatility, but the tools are not for novices

Options and products using options, such as structured notes, can provide a defined level of control in equity investments.

By Joseph Halpern
INVESTING RIAS FEB 18, 2015
The bottom for oil prices isn't even in sight yet

<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.

By Jeff Benjamin
REITs fall hard as investors fear rising interest rates
INVESTING ALTERNATIVES FEB 18, 2015
REITs fall hard as investors fear rising interest rates

Real estate investment trusts fell the most since September after a strong employment report renewed speculation that the Federal Reserve will boost interest rates in the first half of this year.

By Bloomberg
Some RIAs cautious of using alts, despite industry buzz
INVESTING RIAS FEB 17, 2015
Some RIAs cautious of using alts, despite industry buzz

A typically conservative group, some advisers are holding back even as demand picks up.

By Mason Braswell
INVESTING EQUITIES FEB 17, 2015
BDCs' juicy yields attracting a lot of insider buying

Though high yielding, companies undervalued and have upside to dividends and share prices.

By Scott Colyer
American Realty Capital Properties hit by lawsuit from institutional investors
INVESTING ALTERNATIVES FEB 17, 2015
American Realty Capital Properties hit by lawsuit from institutional investors

New York City Retirement Systems, TIAA-CREF join group of investors alleging ARCP misrepresented the company's business, &quot;engaged in a scheme to deceive the market and a course of conduct that artificially inflated prices of American Realty securities.&#8221;

By Meaghan Kilroy
INVESTING ALTERNATIVES FEB 17, 2015
How BDCs stack up against traditional closed-end funds

Thanks to attractive levels of income and distinctive market exposure, publicly traded business development companies are gaining a foothold among mainstream investors. But are they right for you and your clients?

By Dean Choksi
The correlation conundrum and liquid alternatives
INVESTING EQUITIES FEB 15, 2015
The correlation conundrum and liquid alternatives

The vast majority of these funds are new, and they require scrutiny in context of other assets.

By William J. Kelly
Gold loses its luster on the global stage
INVESTING EQUITIES FEB 13, 2015
Gold loses its luster on the global stage

<i>Breakfast with Benjamin</i>: A stronger dollar and record valuations for global stocks have kicked the precious metal to the curb.

By Jeff Benjamin
REITs not to the rescue this year
INVESTING EQUITIES FEB 13, 2015
REITs not to the rescue this year

<i>Breakfast with Benjamin:</i> Real estate might not deliver as expected. Plus: This week, we'll really know how the drop in oil affected companies and consumers; in currencies, it's not all about the Swiss franc; it's budget day in Washington; and all the Super Bowl ads, in case you missed them.

By Jeff Benjamin
Gold shines amid growing economic stress in Europe
INVESTING EQUITIES FEB 13, 2015
Gold shines amid growing economic stress in Europe

Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.

By Jeff Benjamin
Alternatives are earning their keep in 2015
INVESTING EQUITIES FEB 12, 2015
Alternatives are earning their keep in 2015

The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.

By Jeff Benjamin
Longer life expectancies are killing pension funds
INVESTING RETIREMENT PLANNING FEB 11, 2015
Longer life expectancies are killing pension funds

<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid

By Jeff Benjamin
Cabot Lodge dispute heats up with whistleblower claim
INVESTING ALTERNATIVES FEB 10, 2015
Cabot Lodge dispute heats up with whistleblower claim

Former compliance officer alleges fraud at nontraded REIT helmed by Jacob Frydman.

By Bruce Kelly
Ray Dalio's Bridgewater picks up chunk of Microsoft, ditches UPS
INVESTING EQUITIES FEB 10, 2015
Ray Dalio's Bridgewater picks up chunk of Microsoft, ditches UPS

Hedge fund manager tops most peers in January with an 8.3% gain.

By Bloomberg