Today's Breakfast with (<i>InvestmentNews</i> senior columnist Jeff) Benjamin: SEC targets advisers; hedging with gold mining stocks; new muni bond math, and how athlete IPOs pull a hammy.
Will focus on liquid alternatives education as money manager launches new fixed income fund.
Today's Breakfast with Benjamin: The regulator tells the mutual fund industry to stop promising safety and protection. Plus, the QE government bonanza, JPMorgan's Twitter beatdown, SAC Capital trial could go inside the hedge fund.
Thanks to the threat of rising rates, it's no longer a set-it-and-forget-it world. Now advisers have grabbed the core bond fund crown from Bill Gross and Jeffrey Gundlach, taking control over their own bond portfolios.
GOP's tax cuts leave $2.5B revenue hole; race to zero
The much talked about 'great rotation' to stocks from bonds is a flawed theory because the correlation isn't direct, according to Sanford C. Bernstein. That means investors expecting a pop in stocks could be in for a disappointment.
Gold's precipitous drop brings it to a key level, $1,200 an ounce. Some experts think this is the worst it will get for the precious metal. Does that mean now's the time to buy?
Plus: Deutsche Bank's new China ETF hottest launch since 2007
Survey finds people still spooked by 2008 - 'the enemy they know' - as cash value erodes
Bond giant Pacific Investment Management Co. has hired a new global head of equities, replacing Neel Kashkari, who left the company at the beginning of the year to pursue a political career.
Financial advisers aren't powerless and have options in today's challenging income environment.
Electronic trading firm sees benefits for advisers over using mutual funds.
Calvert launches diversified green-bond fund, an actively managed intermediate-term fund that will invest across bond subcategories
The bank that manages $1.5 trillion in client asset is starting a hedge-fund unit led by a trader who specializes in government bonds and related derivatives.
Tradeweb deal will combine technology and services from BondDesk and Tradeweb Retail to create a rebranded Tradeweb Direct retail fixed-income division.
Yields on U.S. government debt rose as the Federal Open Market Committee said it will “await more evidence that progress will be sustained"
Here's the criteria advisers should consider when determining whether actively managed or index funds are right for their clients. Think investor objectives, fund liquidity, safety, guarantees.
Dimensional Fund Advisors has had $16.7 billion of net new deposits through the first three quarters of this year, more than in any previous calendar year, as advisers warm to factor investing, the cornerstone of the firm's investment philosophy.
