Investing

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ETFS APR 25, 2015
ETFs becoming a key portfolio staple

Advisers are true believers in the tools as asset allocators, but aren't giving up on mutual funds

By Jeff Benjamin
Institutional investors warming up to ETFs
ETFS APR 24, 2015
Institutional investors warming up to ETFs

Popularity of active strategies by pensions and endowments limiting use but more coming on board.

By Randy Diamond
Wisdom Tree leverages dollar volatility to attract investor dollars
ETFS APR 24, 2015
Wisdom Tree leverages dollar volatility to attract investor dollars

Two exchange-traded funds help firm exceed $50 billion in assets.

By James Comtois
RETIREMENT PLANNING APR 23, 2015
Active or passive target-date funds have similar returns, Morningstar finds

Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.

By Robert Steyer
RETIREMENT PLANNING APR 23, 2015
Target date funds are working but they can be expensive

Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.

By Bloomberg
Go-anywhere bond funds not for the faint of heart
FIXED INCOME APR 23, 2015
Go-anywhere bond funds not for the faint of heart

Managers' ability to seek returns in multiple markets sounds great but comes with risks

By Jeff Benjamin
Bill Gross has a winning strategy to profit from range-bound Treasuries
ALTERNATIVES APR 23, 2015
Bill Gross has a winning strategy to profit from range-bound Treasuries

Janus fund manager using options, or what he calls 'selling insurance' against volatility to benefit if 10-year Treasury yield stays in tight band.

By Bloomberg
Target date fund costs continue decline, thanks to competition, new low-cost funds
MUTUAL FUNDS APR 23, 2015
Target date fund costs continue decline, thanks to competition, new low-cost funds

2014 decline marked sixth-straight decrease, according to Morningstar's annual survey.

By Robert Steyer
Lessons to learn from the last Nasdaq bubble
EQUITIES APR 22, 2015
Lessons to learn from the last Nasdaq bubble

<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.

By Jeff Benjamin
Bond investors not ready for a rate hike in September: Pimco
FIXED INCOME APR 22, 2015
Bond investors not ready for a rate hike in September: Pimco

Manager of the world's biggest bond fund says 70-75% chance of fall increase vs. market's 30-35% probability.

By Bloomberg
Investors pile into hedge funds, pushing total assets close to $3 trillion
ALTERNATIVES APR 22, 2015
Investors pile into hedge funds, pushing total assets close to $3 trillion

Equity hedge category leads investor inflows as performance improves.

By Jeff Benjamin
Mario Gabelli signs on to Eaton Vance's NextShares
ETFS APR 22, 2015
Mario Gabelli signs on to Eaton Vance's NextShares

$47 billion money manager takes first move in burgeoning exchange-traded product world

By Trevor Hunnicutt
LIFE INSURANCE AND ANNUITIES APR 20, 2015
Mutual of Omaha jumps into hot indexed universal life insurance market

IUL now makes up the majority of all universal life insurance sales, and more insurers are looking to take advantage of the rising popularity.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES APR 20, 2015
Allianz refreshes fixed-index universal life insurance lineup

Insurer will update an index and add a bonus in the eleventh year.

By Trevor Hunnicutt
Carlyle Group misses the mark with liquid alts
EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

By Jeff Benjamin
The riddle and the dilemma of global bonds
ALTERNATIVES APR 20, 2015
The riddle and the dilemma of global bonds

<i>Breakfast with Benjamin</i>: Bond bulls continue to shrug off logic, claiming it's different this time, even despite negative yields.

By Jeff Benjamin
Northern Trust: Managers remain optimistic on U.S. economy
EQUITIES APR 20, 2015
Northern Trust: Managers remain optimistic on U.S. economy

Outlook on eurozone is somewhat upbeat, survey shows.

By Rob Kozlowski
Hedge fund bulls go big on oil
EQUITIES APR 20, 2015
Hedge fund bulls go big on oil

<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?

By Jeff Benjamin
EQUITIES APR 20, 2015
Why 'smart beta' strategies deserve all the attention and assets they're attracting

Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios

By Dave Donnelly
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta
EQUITIES APR 20, 2015
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

Fixed-income foundation pushed fund to the top of the large-value category.

By Jeff Benjamin