<i>Breakfast with Benjamin:</i> The financial sector has been a laggard and in fact hasn't been an early cycle winner since 2011. But the picture is getting brighter.
Rising rates might hurt REITs initially, but they could benefit from a strengthening economy. <b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150712/REITS2015" target="_blank">Our Focus on REITs special report</a>)</b></i>
<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.
Legendary activist investor sounds the alarm while BlackRock CEO pushes back.
The key is bringing liquid alts more in line with hedge fund strategies
Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.
<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.
While the category can provide an alternative to traditional asset classes, high fees and lack of liquidity may mean too much risk for the uninitiated.
Investment firm seeks to block action as Dodd-Frank ripple effect seen giving SEC the edge.
<i>Breakfast with Benjamin</i>: Some things companies do during earnings season that can really rub investors the wrong way.
