Investing

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Bill Gross' contrarian bet against the dollar helps him regain footing
FIXED INCOME APR 03, 2015
Bill Gross' contrarian bet against the dollar helps him regain footing

Bill Gross' bet that the dollar's rally won't continue helps his fund post 2.4% returns in the past month.

By Bloomberg
Job growth is the economy's only bright side, and it isn't very bright
EQUITIES APR 03, 2015
Job growth is the economy's only bright side, and it isn't very bright

<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.

By Jeff Benjamin
Millennials are shunning financial advice
EQUITIES APR 02, 2015
Millennials are shunning financial advice

<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.

By Jeff Benjamin
ALTERNATIVES APR 02, 2015
Tony "The Truth" Thompson's TNP launches bid to stave off bankruptcy

Thompson National Properties wants investors to exchange dead-in-the-water high-yield notes for stock, but are they getting a good deal?

By Bruce Kelly
Oil prices could push lower after Iran nuke deal
EQUITIES APR 01, 2015
Oil prices could push lower after Iran nuke deal

<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.

By Jeff Benjamin
ALTERNATIVES APR 01, 2015
SEC drops investigation of Inland American but giant REIT raises new questions over fees

The giant nontraded real estate investment trust, with $7.5 billion in total assets at the end of 2014, received a clean bill of health but joined a lawsuit against former business partners.

By Bruce Kelly
What advisers need to know about bond fund duration ahead of an interest rate increase
MUTUAL FUNDS APR 01, 2015
What advisers need to know about bond fund duration ahead of an interest rate increase

The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.

By Jeff Benjamin
EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find &amp;mdash; and understand &amp;mdash; them.

By Jeff Benjamin
Pimco Total Return managers reverse course set by Bill Gross
FIXED INCOME APR 01, 2015
Pimco Total Return managers reverse course set by Bill Gross

Scott Mather and team buying government-backed bonds, boosting mortgage allocation to 30% from 20% before Bond King's exit.

By Bloomberg
ALTERNATIVES MAR 31, 2015
Sales woes at Cole Capital lead to further exodus of talent

Two dozen wholesalers and account executives have left, with the lion's share joining a rival nontraded REIT wholesaler.

By Bruce Kelly
EQUITIES MAR 31, 2015
Markets start to fret about higher rates

<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.

By Jeff Benjamin
Calamos Investments' new closed-end fund tries to limit discount to NAV issue
EQUITIES MAR 31, 2015
Calamos Investments' new closed-end fund tries to limit discount to NAV issue

Convertible income fund timed for a rising rate environment.

By Jeff Benjamin
EQUITIES MAR 31, 2015
The long/short case for investors

Balancing equity risk with capturing decent returns is always difficult and these strategies could help, especially today with liquid alternatives.

By Juliana Hadas and Andrea Pompili
FINTECH MAR 31, 2015
Wealthfront CEO accuses Schwab of deceiving investors with 'free' new robo

Adam Nash says Schwab is straying from its original values to profit from hidden costs.

By Alessandra Malito
ALTERNATIVES MAR 31, 2015
Nontraded REIT specialist Inland plans to raise $1 billion for apartment company

Inland Residential Properties Trust Inc. would be the seventh REIT launched by real estate firm.

By Alby Gallun
ETFS MAR 30, 2015
Columbia Threadneedle Investments files with the SEC for NextShares and index funds

Ameriprise Financial's asset management subsidiary signals a desire to significantly expand its presence in the exchange-traded fund market, as well as license Eaton Vance's mutual fund/ETF hybrid structure.

By Trevor Hunnicutt
Do-it-yourself bond traders are changing Wall Street
EQUITIES MAR 30, 2015
Do-it-yourself bond traders are changing Wall Street

<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.

By Jeff Benjamin
EQUITIES MAR 30, 2015
March a 'dynamite' period for stocks like Buffalo Wild Wings

Annual college basketball tournament gives boost to restaurants such as Buffalo Wild Wings, beer makers and bars; retail sales for food-service and drinking places rise more in March than rest of the year.

By Bloomberg
The latest CFA test scores send 56% back to square one
EQUITIES MAR 29, 2015
The latest CFA test scores send 56% back to square one

On today's <i>Breakfast with Benjamin</i>, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.

By Jeff Benjamin
Rising interest rates to test REIT strength even as investors seek diversification
EQUITIES MAR 27, 2015
Rising interest rates to test REIT strength even as investors seek diversification

Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

By Jeff Benjamin