Despite hunger for risk with stock rally, appetite also strong for world's safest asset.
Some strategists suggest taking profits but being ready to get back into the market for year-end rally.
Monday's <i>Breakfast with Benjamin</i> menu: How will the market handle 3Q earnings? Plus: Bracing for an oil-price war, trouble beneath the surface of lower gas prices, a rare hawkish nod from the Fed, and advisers get high marks from clients.
Friday's <i>Breakfast with Benjamin</i> menu: The market's jolt puts liquid alt strategies in the spotlight. Plus: Minding the next threshold for stocks, reminding clients to buy on the dip, Fed missed the mark on inflation, and don't forget to worry about China.
It's a matter of diversifying rather than dabbling: Adding a few percentage points 'is not doing anything.' Look to mutual funds that hold real estate and private equity, strategists say.
For <i>Breakfast with Benjamin</i> today: Stock climb to continue. Plus: Loving and hating the strong dollar, China sets up for a currency fight, more spooky details in the JPMorgan hack attack, Pimco's slippery marketing gambit, short-sellers bet on the rally, and drones shape up as niche investment strategy.
“Monolithic” central bankers still see slack in the labor market and no signs of inflation.
Unconstrained bond funds, one of which Bill Gross will be managing at Janus, are the big magnets
Fees and performance are encouraging institutional investors to choose the less-expensive, more-regulated liquid route.
Given the shiny metal's price volatility, a lower exposure makes more sense, detractors say.
