Equities

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If August was bad, September could be worse for the markets
INVESTING EQUITIES SEP 05, 2015
If August was bad, September could be worse for the markets

September is the worst month for markets, historically. Here's what you should be thinking about.

By Bloomberg
Pimco minus Bill Gross equals outflows
INVESTING RIAS SEP 04, 2015
Pimco minus Bill Gross equals outflows

<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.

By Jeff Benjamin
The next REIT privatization wave is underway
INVESTING EQUITIES SEP 04, 2015
The next REIT privatization wave is underway

<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.

By Jeff Benjamin
Pension giants out of sync with alternative investments
INVESTING EQUITIES SEP 04, 2015
Pension giants out of sync with alternative investments

Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.

By Jeff Benjamin
INVESTING EQUITIES SEP 03, 2015
Playing volatility with ETFs a risky game

With the recent wild market swings, it is not surprising people are talking about VIX exchange-traded products, which track derivatives on an index that goes up when there is fear in the market. But it can be risky.

By Eric Balchunas
INVESTING RIAS SEP 03, 2015
Investment manager who bilked $43 million from ex-Red Wings star Sergei Fedorov convicted

<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.

By Jeff Benjamin
Post-crash behavior will lead to Dow 20,000
INVESTING EQUITIES SEP 03, 2015
Post-crash behavior will lead to Dow 20,000

The current correction gives the bears the most ammunition to claim that a new bear market has started. But don't jump to conclusions just yet because history suggests otherwise.

By Paul Schatz
The biggest market risk right now might be trying to time this market
INVESTING EQUITIES SEP 03, 2015
The biggest market risk right now might be trying to time this market

<i>Breakfast with Benjamin</i>: The stock market is clearly shaky, but trying to time it is a fool's game.

By Jeff Benjamin
Wild market ride creating entry points for long-term investors
INVESTING EQUITIES SEP 03, 2015
Wild market ride creating entry points for long-term investors

The stock market roller-coaster ride showed some signs of relative calm Wednesday, but not all market watchers are ready to claim the worst is over.

By Jeff Benjamin
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year
INVESTING EQUITIES SEP 02, 2015
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year

In the face of a spike in market volatility, the two firms are doubling down on surprisingly bullish predictions that the S&amp;P 500 will close out the year notably higher than where it started.

By Trevor Hunnicutt
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies
INVESTING EQUITIES SEP 02, 2015
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies

<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.

By Jeff Benjamin
Flash crashes make headlines but have little economic impact: Citigroup
INVESTING EQUITIES SEP 02, 2015
Flash crashes make headlines but have little economic impact: Citigroup

Researcher cites four examples of extreme market moves that failed to derail the recovery.

By Bloomberg
As stock market enters correction, some advisers look to buy
INVESTING EQUITIES SEP 02, 2015
As stock market enters correction, some advisers look to buy

With the stock market's correction no longer a matter of if, some market watchers and financial advisers have taken to preaching a sense of calm as investors hunker down for a heretofore rare bout of volatility, not a bear market.

By Jeff Benjamin
Berkowitz's Fairholme Fund beating its peers amid rising volatility
INVESTING EQUITIES SEP 01, 2015
Berkowitz's Fairholme Fund beating its peers amid rising volatility

Big gains in Sears, St. Joe help $5.9 billion fund avoid heavy losses as stocks drop.

By Bloomberg
INVESTING EQUITIES SEP 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year

<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.

By Jeff Benjamin
As volatility continues, more mutual funds go to cash
INVESTING EQUITIES SEP 01, 2015
As volatility continues, more mutual funds go to cash

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

By Jeff Benjamin
Making bigger bets with smaller portfolios
INVESTING EQUITIES AUG 31, 2015
Making bigger bets with smaller portfolios

A fund with a limited number of stocks might outperform in volatile markets

By Jeff Benjamin
INVESTING EQUITIES AUG 31, 2015
Finding hidden gems in global small caps

They're less expensive than their U.S. counterparts and can lower portfolio volatility.

By Darek Wojnar
Closed-end funds rise to the surface following the market mess
INVESTING EQUITIES AUG 27, 2015
Closed-end funds rise to the surface following the market mess

<i>Breakfast with Benjamin</i>: All the messy stock market turmoil of the past few weeks has created a sweet opportunity in the closed-end funds space.

By Jeff Benjamin
Jeffrey Gundlach says the stock market pullback is just getting started
INVESTING EQUITIES AUG 27, 2015
Jeffrey Gundlach says the stock market pullback is just getting started

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach thinks that as painful as it's been over the past week, the markets still need a thorough housecleaning.

By Jeff Benjamin