Investing

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Hedge funds love these small-cap energy stocks – but they've been getting crushed
INVESTING EQUITIES AUG 05, 2015
Hedge funds love these small-cap energy stocks – but they've been getting crushed

While little has been spared in the energy-securities selloff — oil, junk bonds and even Chinese equities have been hit — smaller stocks have been the worst off.

By Bloomberg
Donald Trump's investment portfolio a messy hodgepodge: advisers
INVESTING EQUITIES AUG 05, 2015
Donald Trump's investment portfolio a messy hodgepodge: advisers

Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH&quot;" target="&quot;_blank&quot;" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS AUG 04, 2015
RBC cutting expenses on four mutual funds to draw advisers, investors

Expense ratios to be cut between 39% and 44% for new and existing shareholders through October 2017.

By Jeff Benjamin
Puerto Rico's uncertain future leaves muni bond fund investors in limbo
INVESTING MUTUAL FUNDS AUG 04, 2015
Puerto Rico's uncertain future leaves muni bond fund investors in limbo

All is not lost: 'You might get 90 cents on the dollar, or you might get 30 cents on the dollar.'

By Jeff Benjamin
Long/short equity, event-driven liquid alt funds top stocks in first half
INVESTING ALTERNATIVES AUG 04, 2015
Long/short equity, event-driven liquid alt funds top stocks in first half

Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.

By Jessica Rabe
ETF trading tops U.S. GDP as turnover reaches 870% a year
INVESTING ETFS AUG 04, 2015
ETF trading tops U.S. GDP as turnover reaches 870% a year

In the past 12 months investors traded $18.2 trillion worth of exchange-traded fund shares, which means the amount of dollars exchanging hands through ETFs is now more than the U.S. gross domestic product, which stands at $17.4 trillion.

By Bloomberg
INVESTING ETFS AUG 04, 2015
Here's why advisers should avoid leveraged ETFs

The compounding effect in leveraged ETFs is a bit like a full moon. It's pretty when it happens, but it is the exception and not the norm. Normally, the daily resetting can hurt investors over longer holding periods. Gold miner ETFs offer a case study.

By Bloomberg
Lessons from a walk through the ETF graveyard
INVESTING ETFS AUG 04, 2015
Lessons from a walk through the ETF graveyard

Although the exchange-traded product business is booming, that doesn't mean a lot of funds aren't being closed, which could be one sign of a healthy market.

By Ari I. Weinberg
INVESTING ETFS AUG 04, 2015
ETF pioneer Ben Fulton launches torpedo at an idea he helped popularize

Former PowerShares executive says the exchange-traded fund world includes &#8220;some really ill-conceived ideas.&#8221;

By Trevor Hunnicutt
Puerto Rico's default could ripple through average Americans' portfolios
INVESTING EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

By Jeff Benjamin
INVESTING LIFE INSURANCE AND ANNUITIES AUG 03, 2015
New life insurance study debunks 'buy term, invest the difference'

Standard advice leaves many Americans underinsured and unprepared for retirement.

By Mary Beth Franklin
INVESTING ETFS AUG 03, 2015
Bond ETFs suffer through a disappointing quarter

Fixed income funds suffer as investors see the Federal Reserve getting closer to raising rates

By Bloomberg
INVESTING ALTERNATIVES AUG 03, 2015
Which is the easier question: How do you feel about liquid alts or how to regulate them?

It's easy to vilify liquid alts; it's much harder to draft the kind of regulation that allows an investor to make an informed decision about the risk-return profile of their investments.

By Mike West
INVESTING ALTERNATIVES AUG 03, 2015
Options to invest in innovative technologies that address water shortages are limited

Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.

By Jeff Benjamin
INVESTING ETFS AUG 03, 2015
Socially responsible strategies largely absent from ETF landscape

Among U.S.-listed exchange-traded products, 10 &#8220;socially responsible&#8221; products account for only $1.14 billion, or just 0.06% of ETP assets.

By Ari I. Weinberg
INVESTING EQUITIES AUG 03, 2015
Make sustainable investing a New Year's resolution

Advisers can attract new clients if they keep abreast of the socially responsible investing trend.

By Lisa Woll
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed
INVESTING EQUITIES JUL 31, 2015
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

Pandering move says plenty about the candidate and her economic sense.

By Jeff Benjamin
INVESTING EQUITIES JUL 31, 2015
A better way to get China exposure

<I>Breakfast with Benjamin:</I> Investing in China stocks is a scary proposition right now but there's an ETF that uses a smart approach. It's down, but not like the Shanghai market.

By Jeff Benjamin
INVESTING ETFS JUL 30, 2015
Liquidity alert: If it's dead dry, then think twice before you buy

It looks like somebody got killed on this after-hours exchange-traded note trade. The lesson? Beware thinly traded securities with a bid/ask spread you could drive a truck through.

By Bloomberg
MLPs yield headaches for advisers who bought them for income
INVESTING ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

By Trevor Hunnicutt