Investing

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SunAmerica fund picks just 30 stocks once a year and clobbers the competition
MUTUAL FUNDS JUL 11, 2016
SunAmerica fund picks just 30 stocks once a year and clobbers the competition

By John Waggoner
Beaten down financial-sector stocks trigger debate over when to jump in
EQUITIES JUL 11, 2016
Beaten down financial-sector stocks trigger debate over when to jump in

Being early is the same thing as being wrong.

By Jeff Benjamin
Equity precious metals funds are riding higher on Brexit wave
EQUITIES JUL 11, 2016
Equity precious metals funds are riding higher on Brexit wave

Some funds up more that 100% so far this year.

By Jeff Benjamin
Report says REIT changes proposed by AR Global would remove investor protections
ALTERNATIVES JUL 11, 2016
Report says REIT changes proposed by AR Global would remove investor protections

Robert A. Stanger & Co. critical of proxies firm has sent out in preparation for possible consolidations.

By Bruce Kelly
Former AR Global REIT director cries foul over potential merger
ALTERNATIVES JUL 11, 2016
Former AR Global REIT director cries foul over potential merger

Robert Froehlich says fact that both acquiring REIT and REIT being acquired have same CFO is a 'manifest conflict of interest.'

By Bruce Kelly
ALTERNATIVES JUL 10, 2016
Decades after being barred, 85-year-old investment fraudster strikes again

<i>Breakfast with Benjamin</i> Forty-five years after being barred from the investment industry by the SEC, Donald Conrad was still able to rip off investors.

By Jeff Benjamin
ETF liquidity a growing point of financial industry contention
ALTERNATIVES JUL 10, 2016
ETF liquidity a growing point of financial industry contention

Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.

By MFXFeeder
MUTUAL FUNDS JUL 08, 2016
Take 5: Oakmark's Bill Nygren sees value in bank stocks

By John Waggoner
Managed futures funds took some of the sting out of Brexit
MUTUAL FUNDS JUL 07, 2016
Managed futures funds took some of the sting out of Brexit

Safe haven currencies, bonds and metals soothed some wounds.

By John Waggoner
Treasury bonds beat stocks the past 10 years. You heard it right
MUTUAL FUNDS JUL 07, 2016
Treasury bonds beat stocks the past 10 years. You heard it right

By John Waggoner
Bond shop may have to drop clients due to DOL rule
RETIREMENT PLANNING JUL 07, 2016
Bond shop may have to drop clients due to DOL rule

The rule changes will likely result in dramatically higher fees for many smaller clients, and one bond shop is already reacting.

By Jeff Benjamin
ALTERNATIVES JUL 06, 2016
Moore Capital tells hedge fund manager to pound sand after raucous Hamptons party

<i>Breakfast with Benjamin</i> The saga of a Moore Capital fund manager involves a $27,000 Airbnb rental, a $1 million lawsuit, and &#8220;dwarfs with Champagne guns.&quot;

By Jeff Benjamin
EQUITIES JUL 06, 2016
DoubleLine's Jeffrey Gundlach says Donald Trump would be huge for stocks, not so much for bonds

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach says a Donald Trump presidency would be bad for bonds, but good for stocks.

By Jeff Benjamin
Fed rate-hike bets back on table after strong economic reports
EQUITIES JUL 05, 2016
Fed rate-hike bets back on table after strong economic reports

Traders are pricing in higher chances that the Federal Reserve will raise interest rates some time this year after U.S. economic reports signaled improving growth.

By Bloomberg
EQUITIES JUL 05, 2016
BlackRock's stock buyback plan at odds with CEO Larry Fink's statements

<i>Breakfast with Benjamin</i> Larry Fink has been critical of the buyback trend, but that hasn't stopped BlackRock from buying back $275 million worth of its own stock on a quarterly basis.

By Jeff Benjamin
Vanguard awash in new money as investors pour into passive funds
MUTUAL FUNDS JUL 05, 2016
Vanguard awash in new money as investors pour into passive funds

By Bloomberg
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors
MUTUAL FUNDS JUL 05, 2016
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors

OppenheimerFunds, Franklin Templeton maintain big exposure to the troubled island's debt.

By Jeff Benjamin
The world's richest people lost $19 billion in 2015
EQUITIES JUL 05, 2016
The world's richest people lost $19 billion in 2015

Warren Buffett, the world's third-richest person, shed $11.3 billion as Berkshire Hathaway Inc. had its first negative annual return since 2011.

By Bloomberg
Unlike other active funds, First Eagle's fund champions its passion for cash
EQUITIES JUL 01, 2016
Unlike other active funds, First Eagle's fund champions its passion for cash

First Eagle Overseas Fund's large cash holdings gives it a 'leg up' when markets turn choppy.

By Jeff Benjamin
Financial advisers reach out to clients as stocks plunge in Brexit wake
EQUITIES JUL 01, 2016
Financial advisers reach out to clients as stocks plunge in Brexit wake

Advisers tried to prepare investors for Friday's wild ride as global markets digested the United Kingdom's surprising vote to exit the European Union after 43 years.

By Liz Skinner