Jeff Benjamin

Jeff Benjamin is a senior columnist who primarily writes about investments and practice management as they relate to the wealth management industry. In addition to news and opinion writing, Jeff also does regular video interviews and is the co-host of The InvestmentNews Podcast, a weekly show that takes listeners behind the scenes of our coverage. He joined InvestmentNews in 2000. Prior to InvestmentNews, Jeff’s career included working as an analyst at Cerulli Associates, and as a reporter for Dow Jones Newswires. Jeff is based in North Carolina and when he isn’t working, he can usually be found playing golf or fishing. Jeff is a former Marine and has a bachelor’s degree in journalism from Central Michigan University.

Jeff Benjamin
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Bond shop may have to drop clients due to DOL rule
RETIREMENT PLANNING JUL 07, 2016
Bond shop may have to drop clients due to DOL rule

The rule changes will likely result in dramatically higher fees for many smaller clients, and one bond shop is already reacting.

ALTERNATIVES JUL 06, 2016
Moore Capital tells hedge fund manager to pound sand after raucous Hamptons party

<i>Breakfast with Benjamin</i> The saga of a Moore Capital fund manager involves a $27,000 Airbnb rental, a $1 million lawsuit, and &#8220;dwarfs with Champagne guns.&quot;

EQUITIES JUL 06, 2016
DoubleLine's Jeffrey Gundlach says Donald Trump would be huge for stocks, not so much for bonds

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach says a Donald Trump presidency would be bad for bonds, but good for stocks.

EQUITIES JUL 05, 2016
BlackRock's stock buyback plan at odds with CEO Larry Fink's statements

<i>Breakfast with Benjamin</i> Larry Fink has been critical of the buyback trend, but that hasn't stopped BlackRock from buying back $275 million worth of its own stock on a quarterly basis.

Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors
MUTUAL FUNDS JUL 05, 2016
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors

OppenheimerFunds, Franklin Templeton maintain big exposure to the troubled island's debt.

Unlike other active funds, First Eagle's fund champions its passion for cash
EQUITIES JUL 01, 2016
Unlike other active funds, First Eagle's fund champions its passion for cash

First Eagle Overseas Fund's large cash holdings gives it a 'leg up' when markets turn choppy.

A hedge fund manager's view of liquid alternative funds
ALTERNATIVES JUN 29, 2016
A hedge fund manager's view of liquid alternative funds

<i>Breakfast with Benjamin</i> Liquid alternative strategies are growing up, and that means some growing pains.

EQUITIES JUN 29, 2016
Stocks rebound from the Brexit vote in a show of resilience that should be alarming

<i>Breakfast with Benjamin</i> What does it say about the U.S. stock market when it reacts so violently to the Brexit vote, and then just puffs right back up again?

EQUITIES JUN 27, 2016
The safe-haven utilities sector has become extremely overextended

<i>Breakfast with Benjamin</i> Something amiss when safe-haven investments move into bubble territory. The utilities sector is up 21% so far this year.

ETFS JUN 27, 2016
DoubleLine's Jeffrey Gundlach says gold is the place to be

<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: &quot;Things are shaky and feeling dangerous.&quot;