Investing

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Betterment introduces investor solution for rising interest rates
FINTECH AUG 17, 2018
Betterment introduces investor solution for rising interest rates

Smart Saver intends to help investors use extra cash to take advantage of rising interest rates.

By Ryan W. Neal
Bull run that has taken U.S. equities to record highs may be nearing peak
EQUITIES AUG 14, 2018
Bull run that has taken U.S. equities to record highs may be nearing peak

Bank of America Merrill Lynch survey suggests bull run approaching peak, while survey respondents cite a trade war as biggest risk

By Bloomberg
SEC charges two firms in municipal bond 'flipping' scheme
FIXED INCOME AUG 14, 2018
SEC charges two firms in municipal bond 'flipping' scheme

Agency says Core Performance Management and RMR Asset Management Co. misrepresented their identities to snap up newly issued bonds.

By Bloomberg
Active money management isn't going to disappear
ESG AUG 13, 2018
Active money management isn't going to disappear

Quant-driven funds, factor investing and high-active-share portfolios are among the areas that could flourish in the future.

By Barry Ritholtz
Bigger isn't always better when it comes to alternative investments
ALTERNATIVES AUG 13, 2018
Bigger isn't always better when it comes to alternative investments

Why some institutional product sponsors have trouble navigating the retail alts market.

By Bloomberg
Malaysia ETF draws most cash since 2011 even as Turkey roils emerging markets
EMERGING MARKETS AUG 13, 2018
Malaysia ETF draws most cash since 2011 even as Turkey roils emerging markets

Foreign investors are returning to Malaysia after the surprise victory of Prime Minister Mahathir Mohamad.

By Bloomberg
Goldman sees $1 trillion in buybacks for S&P 500 this year
EQUITIES AUG 09, 2018
Goldman sees $1 trillion in buybacks for S&P 500 this year

The accelerating demand means any weakness in stocks is likely to be met with buying from companies.

By Bloomberg
Bill Gross sees bond fund assets hit lowest level since November 2014
FIXED INCOME AUG 09, 2018
Bill Gross sees bond fund assets hit lowest level since November 2014

Fund has lost 7% so far this year after Gross made a bad bet on rates on U.S. Treasuries and German bunds.

By Bloomberg
Puerto Rico sales-tax bonds soar on news of debt deal
FIXED INCOME AUG 09, 2018
Puerto Rico sales-tax bonds soar on news of debt deal

Agreement comes on the heels of a deal struck with power company bondholders last month.

By Bloomberg
REIT management gives no answers about disastrous share price
ALTERNATIVES AUG 09, 2018
REIT management gives no answers about disastrous share price

Listing of American Finance Trust Inc., the $1.6 billion REIT advised and managed by Nicholas Schorsch's AR Global, has erased almost $1 billion in equity value.

By Bruce Kelly
Sell-off in cryptocurrencies reaches new low
ALTERNATIVES AUG 08, 2018
Sell-off in cryptocurrencies reaches new low

Bitcoin slides more than 5% on news the SEC put off deciding whether to approve a bitcoin ETF.

By Bloomberg
Private banks are the new hedge funds
ALTERNATIVES AUG 08, 2018
Private banks are the new hedge funds

UBS wealth management arm offers structured notes that employ relative-value strategies, typically the domain of hedge funds.

By Bloomberg
Big finance firms want in on theme ETFs
ETFS AUG 08, 2018
Big finance firms want in on theme ETFs

State Street plans three exchange-traded funds on topics including clean power and robotics, while Goldman plans five, including one on 'human evolution.'

By Bloomberg
Vanguard, Fidelity, Pimco are top three fund firms among RIAs
MUTUAL FUNDS AUG 07, 2018
Vanguard, Fidelity, Pimco are top three fund firms among RIAs

DFA rises to fourth most-popular from sixth place in 2016.

By InvestmentNews
Investors rekindle love affair with hedge funds
ALTERNATIVES AUG 07, 2018
Investors rekindle love affair with hedge funds

To get back into investors' good graces, funds have had to alter traits like their liquidity, fees — even their overall structure.

By Bloomberg
FAANGs are really solo acts, not a supergroup
EQUITIES AUG 07, 2018
FAANGs are really solo acts, not a supergroup

The five stocks differ in many ways — they're not even all tech companies

By Nir Kaissar
Appeals court upholds dismissal of Wells Fargo 401(k) lawsuit
RETIREMENT PLANNING AUG 06, 2018
Appeals court upholds dismissal of Wells Fargo 401(k) lawsuit

Participant argued that the plan could have offered a better-performing, nonproprietary TDF.

By Robert Steyer
Jamie Dimon of JPMorgan Chase warns of 5% Treasury yields
FIXED INCOME AUG 06, 2018
Jamie Dimon of JPMorgan Chase warns of 5% Treasury yields

But CEO says equity bull market could continue another two to three years.

By Bloomberg
New ETFs seek to hedge a stock market slide
ETFS AUG 03, 2018
New ETFs seek to hedge a stock market slide

Funds would protect buyers from slumps of up to 30% in the S&P 500.

By Bloomberg
Bitcoin trade gone bad leaves counterparties holding the bag
ALTERNATIVES AUG 03, 2018
Bitcoin trade gone bad leaves counterparties holding the bag

Trading debacle could dent confidence in one of largest cryptocurrency venues.

By Bloomberg