Investing

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Wild market ride creating entry points for long-term investors
INVESTING EQUITIES SEP 03, 2015
Wild market ride creating entry points for long-term investors

The stock market roller-coaster ride showed some signs of relative calm Wednesday, but not all market watchers are ready to claim the worst is over.

By Jeff Benjamin
In Puerto Rico, a good thing gone bad for UBS
INVESTING EMERGING MARKETS SEP 02, 2015
In Puerto Rico, a good thing gone bad for UBS

Investor claims pile up as the territory sinks in the downward spiral of a government debt crisis.

By Bloomberg
Puerto Rico outlines plan to clear higher debt-restructuring hurdles
INVESTING MUTUAL FUNDS SEP 02, 2015
Puerto Rico outlines plan to clear higher debt-restructuring hurdles

BlackRock says commonwealth is facing a 'real solvency issue' as the risk of additional debt defaults increases.

By Bloomberg
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year
INVESTING EQUITIES SEP 02, 2015
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year

In the face of a spike in market volatility, the two firms are doubling down on surprisingly bullish predictions that the S&P 500 will close out the year notably higher than where it started.

By Trevor Hunnicutt
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies
INVESTING EQUITIES SEP 02, 2015
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies

<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.

By Jeff Benjamin
Flash crashes make headlines but have little economic impact: Citigroup
INVESTING EQUITIES SEP 02, 2015
Flash crashes make headlines but have little economic impact: Citigroup

Researcher cites four examples of extreme market moves that failed to derail the recovery.

By Bloomberg
INVESTING ALTERNATIVES SEP 02, 2015
How to think about alternatives

Once the exclusive domain of institutional investors, alternatives have become widely available to advisers and investors. They've gained popularity in large part because they promise diversification beyond traditional stocks and bonds.

By Ellie Zhu
Advisers who fled Pimco Total Return pay a price in 2015
INVESTING FIXED INCOME SEP 02, 2015
Advisers who fled Pimco Total Return pay a price in 2015

Funds that won money from Pimco lag Bill Gross' replacements this year, but advisers say it will take more than a few months of outperformance to win back their business.

By Trevor Hunnicutt
As stock market enters correction, some advisers look to buy
INVESTING EQUITIES SEP 02, 2015
As stock market enters correction, some advisers look to buy

With the stock market's correction no longer a matter of if, some market watchers and financial advisers have taken to preaching a sense of calm as investors hunker down for a heretofore rare bout of volatility, not a bear market.

By Jeff Benjamin
Berkowitz's Fairholme Fund beating its peers amid rising volatility
INVESTING EQUITIES SEP 01, 2015
Berkowitz's Fairholme Fund beating its peers amid rising volatility

Big gains in Sears, St. Joe help $5.9 billion fund avoid heavy losses as stocks drop.

By Bloomberg
INVESTING EQUITIES SEP 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year

<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.

By Jeff Benjamin
As volatility continues, more mutual funds go to cash
INVESTING EQUITIES SEP 01, 2015
As volatility continues, more mutual funds go to cash

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

By Jeff Benjamin
Goldman Sachs' BDC launch signals high-yield investments on the rise
INVESTING ALTERNATIVES SEP 01, 2015
Goldman Sachs' BDC launch signals high-yield investments on the rise

Financial advisers would be wise to bone up on the asset class because they'll be getting sales pitches.

By Jeff Benjamin
INVESTING FIXED INCOME AUG 31, 2015
Put your bond manager to the liquidity test

Bond market liquidity is drying up &#8212; something every investor and financial adviser should take seriously. But liquidity risk can also provide an additional source of returns.

By Douglas J. Peebles and Ashish Shah
Making bigger bets with smaller portfolios
INVESTING EQUITIES AUG 31, 2015
Making bigger bets with smaller portfolios

A fund with a limited number of stocks might outperform in volatile markets

By Jeff Benjamin
INVESTING EQUITIES AUG 31, 2015
Finding hidden gems in global small caps

They're less expensive than their U.S. counterparts and can lower portfolio volatility.

By Darek Wojnar
Wild market volatility puts fresh focus on workings of ETFs
INVESTING ETFS AUG 28, 2015
Wild market volatility puts fresh focus on workings of ETFs

Intraday trading is makes exchange-traded funds special but can also make them dangerous, market players say.

By Trevor Hunnicutt
SEC commissioners push for bond transparency in wake of Edward Jones settlement
RIAS PRACTICE MANAGEMENT AUG 28, 2015
SEC commissioners push for bond transparency in wake of Edward Jones settlement

Regulator says Finra and MSRB should issue rules 'requiring the disclosure of mark-ups and mark-downs.'

By Mark Schoeff Jr.
Closed-end funds rise to the surface following the market mess
INVESTING EQUITIES AUG 27, 2015
Closed-end funds rise to the surface following the market mess

<i>Breakfast with Benjamin</i>: All the messy stock market turmoil of the past few weeks has created a sweet opportunity in the closed-end funds space.

By Jeff Benjamin
Jeffrey Gundlach says the stock market pullback is just getting started
INVESTING EQUITIES AUG 27, 2015
Jeffrey Gundlach says the stock market pullback is just getting started

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach thinks that as painful as it's been over the past week, the markets still need a thorough housecleaning.

By Jeff Benjamin