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Volatility, rates, currencies bolster case for allocation to global high yield
The same factors roiling markets and driving volatility in many asset classes are creating opportunities across the sector's spectrum.
Don’t let currencies bite you when investing in international equities
The asset class offers portfolio diversification and a lot of upside protection but advisers can't forget about the impact of foreign exchange on returns.
$25B institutional money manager takes a leap into retail
Three mutual funds just the start for Pzena Investment Management.
Morningstar announces its Managers of the Year
Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?
Investors pause but look past Paris attacks, keeping eye on the Fed
Much to the surprise of some market watchers, investors — and thus, financial markets — Monday looked past the brutal terror attacks in Paris on Friday that left 129 people dead and hundreds injured.
Financial markets brace for fallout from the Paris terror attacks
Breakfast with Benjamin: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.
The foreign investment tax advisers should pay attention to
Taxes levied on foreign stock dividends can be recouped, but it makes most sense for high-net-worth clients with multimillion-dollar positions.
Why global dividend stocks have become one of the best plays in the market
Companies paid out a record $1 trillion last year; about 70% came from non-U.S. companies
DoubleLine’s Jeff Gundlach plans new global bond fund
DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.
Chinese stocks go from a sell to a buy just like that
Breakfast with Benjamin: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.
If clients are fed up with the U.S., consider a second citizenship
Citizenship by investment is a growing method that allows high-net-worth clients to shield their assets from the U.S. government.
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns
The new model includes private equity, venture capital, activist investing, gold, timber and collectibles
Markets got you confused? You’re not alone
Over the past few weeks, Credit Suisse's global equity strategist has met with customers in the U.S., Europe, and Asia. The takeaway is that everyone is baffled.
The best and worst-performing liquid alternatives funds
Funds that employ alternative strategies — even those in the same general category — can perform drastically differently.
Emerging markets pioneer Mark Mobius to step down as lead manager on Templeton Emerging Markets Investment Trust
Carlos Hardenberg selected as new lead manager in effort to bolster performance, which has been subpar.
China equity exposure, already big in some funds, expected to increase in 2016
MSCI plans to add nearly two-dozen foreign-listed companies, including two of China's biggest, to its global indexes.
Rising rates not expected to have a huge impact on stocks
Breakfast with Benjamin: Just because Janet Yellen and the Fed are going to be raising interest rates soon doesn't mean there won't be investment opportunities.
Yellen, yuan and yields: Global economies are more closely linked than ever
When China sneezed last quarter, the world caught a cold but smart investors found opportunity.
How to position fixed-income portfolios for rising rates and volatility
Benchmark hugging will not benefit most investors, so advisers must look far and wide for opportunity.
Stay calm and don’t worry about Black Monday
Parallels between now and 1987 are thin at best
