<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.
<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.
Bill Gross says if the Fed raises interest rates this month, policy makers are increasingly likely to wait at least six months before a second hike. Market measures indicate the wait may be twice that long.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
With the recent wild market swings, it is not surprising people are talking about VIX exchange-traded products, which track derivatives on an index that goes up when there is fear in the market. But it can be risky.
<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.
The current correction gives the bears the most ammunition to claim that a new bear market has started. But don't jump to conclusions just yet because history suggests otherwise.
<i>Breakfast with Benjamin</i>: The stock market is clearly shaky, but trying to time it is a fool's game.
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.
Investor claims pile up as the territory sinks in the downward spiral of a government debt crisis.
BlackRock says commonwealth is facing a 'real solvency issue' as the risk of additional debt defaults increases.
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.
<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.
Researcher cites four examples of extreme market moves that failed to derail the recovery.
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.
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.
