Investing

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Sounding the secular stagnation alarm bells
INVESTING EQUITIES OCT 22, 2015
Sounding the secular stagnation alarm bells

<i>Breakfast with Benjamin</i>: Larry Summers is sounding the alarm for secular stagnation.

By Jeff Benjamin
Morningstar shines an ESG light on all mutual funds and ETFs
INVESTING EQUITIES OCT 22, 2015
Morningstar shines an ESG light on all mutual funds and ETFs

New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.

By Jeff Benjamin
Emerging markets pioneer Mark Mobius to step down as lead manager on Templeton Emerging Markets Investment Trust
INVESTING EMERGING MARKETS OCT 22, 2015
Emerging markets pioneer Mark Mobius to step down as lead manager on Templeton Emerging Markets Investment Trust

Carlos Hardenberg selected as new lead manager in effort to bolster performance, which has been subpar.

By Bloomberg
Carl Icahn campaigns against corporate inversions and for himself
INVESTING EQUITIES OCT 21, 2015
Carl Icahn campaigns against corporate inversions and for himself

<i>Breakfast with Benjamin</i>: Carl Icahn's smooth move to try and halt corporate inversions in the name of tax patriotism is, naturally, also pretty good for his own portfolio.

By Jeff Benjamin
Recent market volatility draws SEC scrutiny of ETFs
INVESTING ETFS OCT 21, 2015
Recent market volatility draws SEC scrutiny of ETFs

Market turmoil of Aug. 24 prompts examination of how exchange-traded products are priced and traded.

By Mark Schoeff Jr.
Warren Buffett doesn't have time to fiddle with activist investing
INVESTING EQUITIES OCT 21, 2015
Warren Buffett doesn't have time to fiddle with activist investing

<i>Breakfast with Benjamin</i>: Warren Buffett's distaste for activist investing boils down to simple math.

By Jeff Benjamin
INVESTING EQUITIES OCT 20, 2015
Results not guaranteed

<i>Breakfast with Benjamin:</i> Financial adviser Rick Kahler says advisers could lose clients who expect to be given guarantees. And that's OK.

By Jeff Benjamin
Investors pulling money from stocks ... at the wrong time
INVESTING EQUITIES OCT 19, 2015
Investors pulling money from stocks ... at the wrong time

After its third-straight weekly advance, the S&amp;P 500 is on track for its best month in four years but investors are heading for the exits in a big way.

By Bloomberg
INVESTING EMERGING MARKETS OCT 18, 2015
China equity exposure, already big in some funds, expected to increase in 2016

MSCI plans to add nearly two-dozen foreign-listed companies, including two of China's biggest, to its global indexes.

By Todd Rosenbluth
INVESTING ETFS OCT 18, 2015
Bond funds slump amid global crises and Fed inaction

By Jeff Tjornehoj and InvestmentNews Data
INVESTING EQUITIES OCT 17, 2015
Rising rates not expected to have a huge impact on stocks

<i>Breakfast with Benjamin:</i> Just because Janet Yellen and the Fed are going to be raising interest rates soon doesn't mean there won't be investment opportunities.

By Jeff Benjamin
Yellen, yuan and yields: Global economies are more closely linked than ever
INVESTING EMERGING MARKETS OCT 16, 2015
Yellen, yuan and yields: Global economies are more closely linked than ever

When China sneezed last quarter, the world caught a cold but smart investors found opportunity.

By Charles Reinhard
El-Erian: Don't be too quick to discount a December Fed rate hike
INVESTING EQUITIES OCT 16, 2015
El-Erian: Don't be too quick to discount a December Fed rate hike

The risk of misreading global and domestic economic context.

By Mohamed El-Erian
How to position fixed-income portfolios for rising rates and volatility
INVESTING EMERGING MARKETS OCT 16, 2015
How to position fixed-income portfolios for rising rates and volatility

Benchmark hugging will not benefit most investors, so advisers must look far and wide for opportunity.

By Tom Marthaler
Voya restricts variable-annuity sales under regulatory pressure
ADVISOR NEWS INDEPENDENT BROKER DEALERS OCT 16, 2015
Voya restricts variable-annuity sales under regulatory pressure

In response to Finra's warning on suitability, the firm's affiliated brokers will no longer sell certain types of L share annuities, a move that puts the company in line with other B-Ds.

By Trevor Hunnicutt
A new option for income generation: High dividend, low volatility ETFs
INVESTING EQUITIES OCT 15, 2015
A new option for income generation: High dividend, low volatility ETFs

Potential is there to meet investors' objectives of capital preservation, growth and income without taking on unacceptable risk

By Rick Genoni
Stay calm and don't worry about Black Monday
INVESTING EQUITIES OCT 15, 2015
Stay calm and don't worry about Black Monday

Parallels between now and 1987 are thin at best

By Jeff Benjamin
Hedge funds could post worst year since 2011
INVESTING ALTERNATIVES OCT 15, 2015
Hedge funds could post worst year since 2011

But performance of the alternative asset class still ahead of stocks.

By Christine Williamson
Gender-focused investment strategy skips over common sense
INVESTING EQUITIES OCT 15, 2015
Gender-focused investment strategy skips over common sense

$1.4 billion TAMP seizes on an opportunity, but its strategy seems ill-conceived.

By Jeff Benjamin
INVESTING EQUITIES OCT 14, 2015
Warren Buffett is having a bad year in the stock market

<i>Breakfast with Benjamin:</i> Warren Buffett's top stock picks are not doing well this year. A temporary blip or has the Oracle of Omaha lost his touch?

By Jeff Benjamin