Five-year rally restores $14 trillion to U.S. equity values, helping push participation rate of working Americans to 40-year lows.
The most hated stocks are proving to be the best performers, knocking money managers for a loop, with more than 80% of growth and value funds trailing their benchmarks. Remember the old adage about past performance? It's true.
The falloff in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds.
On today's <i>Breakfast with Benjamin</i> menu: Janet Yellen's Fed will sit on its record $4.3T balance sheet as the QE experiment continues. Plus: A top economist wants the Fed to raise rates now, stock buybacks push markets to the sky, beating short-sellers at their own game, and how not to get burned by pot stocks.
In this Take Five interview, Columbia Management's global CIO says outcomes are more than a buzzword and investors expect more than performance.
Some investors looking to reduce downside risk from exposure to the effects of the changing interest rate outlook on equities, bonds and foreign currencies turn to convertible securities. Can they work for you?
At least 70 mutual funds across various fixed-income categories have more than 4% allocated to stocks, according to Morningstar. On the extreme end, almost half of those bond funds have equity weightings of between 10% and 63%.
<i>Breakfast with Benjamin:</i> Consumers drawn by alphabet soup of adviser credentials. Plus: Job cuts continue at Barclays, pushing for nationwide fracking, a big retirement risk, commodity hedge funds take a beating, and another smidgen of bad news for the IRS.
Bill Gross's Pimco Total Return Fund sustained its 12th straight month of withdrawals in April as the world's largest bond fund continues to trail its peers.
Pacific Investment Management Co.'s Bill Gross said asset markets from stocks to real estate are not overpriced because the Federal Reserve's long-term policy rate will be half of what policymakers are forecasting.
Pimco's Bill Gross has overhauled the firm's Unconstrained Bond Fund since taking over in December. His moves include ditching 30-year Treasuries, boosting corporate debt bets and extending duration. Whether the revamp will help performance remains to be seen.
Neuberger Berman product joins ranks of similar funds from Goldman, JPMorgan and Pimco.
For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.
Why impact investing, which targets companies or projects that effect positive change, while at the same time delivering a return, is gaining a foothold among advisers and clients.
On today's <i>Breakfast with Benjamin</i> menu, the housing recovery might have fizzled out. Plus more on junk bond yields, a big Barclays fine and much more.
Nicholas Schorsch's American Realty Capital Advisors and rival nontraded-REIT sponsor KBS Capital Advisors are locked in a legal battle over proprietary information and trade secrets. Bruce Kelly reports.
Inland Diversified Real Estate Trust has agreed to merge with a publicly traded REIT in a $2.1 billion all-stock deal. The transaction represents average annualized return of 8% for investors. Bruce Kelly reports.
<i>Breakfast with Benjamin:</i> Euro stocks rally but for how long?. Plus: The China risk, big money managers are flush once again, the future of airplane seating, and 21 inspirational yearbook quotes.
<i>Friday's menu:</i> Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.
Co-chairman of debt-reduction commission says the markets are headed toward a dip worse than 2008 if politicians don't get spending under control
