Facing outflows amid increasing trend toward passive management, firm says some fixed income managers can meaningfully add to returns
Today's <i>Breakfast with Benjamin</i> on hedge funds owning $16 billion in Puerto Rican muni bond debt, the scary similarities between advisers and psychics, why deep-water drilling looks like a bargain, and more.
<I>Breakfast with Benjamin:</i> Quicker rate hike ahead? Plus: Top Republicans set agenda; greed, fear and fund flows; family offices riding growth of ultrawealthy; Schwab says its robo is no threat; and eating well after work.
Investors weighed prospects for economic growth and corporate earnings to help gauge the pace of the recovery.
Midweek <i>Breakfast with Benjamin:</i> Republicans ready to rule. Plus: What investors might expect, advice from Jack Bogle, the hits keep coming for Nick Schosch and Pimco's bad October.
<i>Breakfast with Benjamin:</i> Who's spending what on the election, what worries Vanguard's CEO, oil is cratering and here are stocks to consider, and JPMorgan is not out of the woods.
On Monday's <i>Breakfast with Benjamin</i> menu: Fund managers in a bind. <i>Plus</i> more trouble for Nicholas Schorsch? And Republicans looking stronger going into Election Day, stocks to consider with a GOP-controlled Congress, it's time to think about taxes already.
On today's <i>Breakfast with Benjamin</i> menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.
Weak economic numbers and an Ebola panic spurred a pullback, causing the S&P 500 to give back the year's gains.
Just because the stock market hasn't suffered a major pullback in a while doesn't mean the resurgence of volatility is going to send financial advisers ducking for cover, even when the Dow dives 300 points.
Analyzing the current equity and fixed income scene to identify potential growth areas
Chances high for a year-end rally but if bears take control, longer-term bets could be at risk.
Pattern of investors moving out of stocks could be set for balance of the year and into 2015.
<i>Breakfast with Benjamin</i>: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.
One upside to the stock market carnage of the past week or two is that the wildly popular alternative-strategy mutual funds, better known as liquid alts, have finally been tested on the open road.
Bank of Japan unexpectedly boosts monetary expansion and equity investors cheer; yen drops sharply.
Economy on stable track but investors will watch economic reports on growth, unemployment, consumption.
<i>Breakfast with Benjamin:</i> What will Janet Yellen and the other Fed policy makers say, and how will investors react? Plus: Why focus on the Fed at all? And traps to avoid on the way to success, Facebook earnings, private equity risks and Game 7
Covestor sees investors tinkering around the edges of their allocations, but not much actual fear
Schwab's chief investment strategist is embracing cheap oil, 'onshoring' and select emerging economies
