Displaying 885 results
Gross: Good times over, markets set to fall
Bond guru predicts minus signs for many asset classes.
Advisers punished for diversifying globally
Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.
That first interest rate hike might feel like a doozy
Breakfast with Benjamin: The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts
From big rallies to fallen (bond) kings, we saw it all in 2014
Liquid alts and robo-advice emerge as major stories
Global markets fixate on China’s currency play
In today's Breakfast with Benjamin, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.
$6.3B money manager looking for bargains in oil, European industrials
At a time when U.S. stocks are beating the rest of the world, Sarah Ketterer mostly invests overseas. And at a time when index funds and exchange-traded funds are ascendant, she invests the old-fashioned way: She scouts for well-run companies and buys them when they look cheap.
The best- and worst-performing target date funds
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
SEC penalizes 13 firms for improper sales of Puerto Rican bonds
The SEC cracks down on financial firms, including Schwab, J.P. Morgan Securities, Lebenthal, Oppenheimer, TD Ameritrade, UBS and Wedbush for selling risky debt beneath the minimum allotment of $100,000 for a single transaction.
Stocks and the economy are hooked on the Fed’s punch bowl
Policy critics charge the markets are 'artificial,' but some strategists say the central bank can manage continued stimulus pullback.
Societe Generale calls 2015 a down year for stocks
Breakfast with Benjamin features a contrarian market call from Societe Generale that seems obvious. Plus living in a world where oil is cheap, making the most of year-end client reviews, and nine tweets that made news this year.
John Maynard Keynes: Economist by day, high-flying portfolio manager by night
A look at the famed economist, who was a sterling money manager because of his willingness to question prevailing opinion and act against the consensus.
6 market developments to watch for in 2015
Legg Mason's seven asset management affiliates offer differing views on global investment opportunities ahead.
Cheap oil is drawing bargain hunters to energy ETFs
Breakfast with Benjamin: Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.
Why the financial markets get so excited by revised growth numbers
On the Breakfast with Benjamin menu today: Mohamed El-Erian breaks down the better-than-expected economic growth numbers. Plus: Warren Buffett's big year, gold investors are only starting to feel the hurt, and finding value where others only see tax-loss selling.
Stocks and bonds catch a ride on the surging dollar
As economic strength and Fed policy push the greenback to a 7-year high, market strategists see knock-on gains for other assets.
Russia crisis hits Pimco
Midweek Breakfast with Benjamin: If it isn't Bill Gross, it's something else. Plus: The Russia crisis is hitting some 401(k)s too; the bull market could be in jeopardy; who's going to calm the markets; cuts at Wells and giving finance a bad name.
New platforms for alternatives trading miss the mark
Smart money should be focused on finding ways to help advisers first navigate the liquid alts world.
Time to strap in for the downsides of cheap oil, higher interest rates
Booming equity markets leave investors blissfully unaware of risks.
Shrugging off diversification, more advisers chase stock market performance
On Friday's Breakfast with Benjamin, advisers are starting to shun alternatives to avoid the risk of missing out on the stock market's run. Plus: Venezuela's sinking credit rating, attractive valuations even at these prices, and investing rules from Stephen Colbert
Bill Gross says take chips off the table as end to asset increases nears
In latest outlook report, Janus bond manager, using Punch and Judy to analyze central bank policies, wonders how a debt crisis can be solved with more debt.
