Investing

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EQUITIES JUL 22, 2014
Something to fear: fear itself

In the world of financial market push-me-pull-you, there is nothing quite like the counterintuitive reality of market volatility, which is currently lower than it has been in years. Commonly dubbed the “fear index”, the Chicago Board Options Exchange Volatility Index (VIX) is languishing near its lowest point since 2007. If fear, as measured by volatility, is low, that's a good thing, right? Sort of.

By Jeff Benjamin
ALTERNATIVES JUL 22, 2014
Some advisers using ill-suited benchmarks to measure alts performance

Morningstar survey shows a quarter of advisers look to standard index benchmarks to evaluate 'liquid alts.'

By Trevor Hunnicutt
EQUITIES JUL 22, 2014
Russell rejiggers index benchmarks

On a major trading day, “passive” fund managers will be active traders as portfolios change.

By Trevor Hunnicutt
ETFS JUL 22, 2014
Investors hungry for more ETFs

Majority of investors are confident about picking products, others want help.

By CNELSON
ALTERNATIVES JUL 22, 2014
Impact investing gets a boost from Obama administration

Executive branch wants to spur more impact investing by encouraging collaboration between government and private investors and improving regulations.

By Liz Skinner
FIXED INCOME JUL 22, 2014
Bond uncertainty lifts 'unconstrained' alts funds

Bond uncertainty lifts 'unconstrained' alts funds as Janus introduces second new offering in space this year

By Trevor Hunnicutt
FIXED INCOME JUL 22, 2014
The bear market in bonds has not been seen and here's why

In Jeffrey Gundlach's 'no normal' world, the aging U.S. population means Treasuries can't lose.

By Gregory Crawford
RETIREMENT PLANNING JUL 22, 2014
The magic range for alternatives allocations

A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.

By Darla Mercado
EQUITIES JUL 22, 2014
Gundlach: Betting against Treasuries is a fool's game

A growing number of portfolio managers, including DoubleLine Capital's Jeffrey Gundlach, are re-evaluating their forecasts for rising yields as Treasuries recorded their best annual start since 2008.

By Gregory Crawford
FIXED INCOME JUL 22, 2014
Gundlach not buying the housing recovery

For star bond manager Jeffrey Gundlach, the U.S. housing recovery isn't very rosy and so he's avoiding subprime debt despite its big rally in 2013.

By Gregory Crawford
ALTERNATIVES JUL 21, 2014
Claiming bad oversight, ex-rep urges investors reject REIT offer

Says adviser is lowballing American Spectrum.

By Bruce Kelly
LIFE INSURANCE AND ANNUITIES JUL 21, 2014
Florida law allows planners to give insurance advice without insurance company

Helps fee-only planners meet CFP Board definition prohibiting such affiliation with firms that charge commissions

By Mark Schoeff Jr.
EQUITIES JUL 21, 2014
IPOs draw heavy attention, but investors need caution

Performance history indicates that all the attention around IPOs means regular investors need to exercise extra caution.

By Jeff Benjamin
EQUITIES JUL 21, 2014
Beware the IPO juggernaut

Initial public offerings are hot, but hot items can be too hot to handle and burn the unwary.

By MFXFeeder
ALTERNATIVES JUL 21, 2014
RCS Capital's stock: How low can it go?

The broker-dealer saw its shares dip again on Thursday after it lowered the price of its secondary offering. That follows a 37% decline in the company's share price in the past month. Investors, however, could stand to benefit. Bruce Kelly has the story.

By Bruce Kelly
ALTERNATIVES JUL 21, 2014
Rich payday for Schorsch and his partners

Between <a href=&quot;http://www.investmentnews.com/article/20140529/FREE/140529913&quot;>RCAP's stock offering</a> and real estate firm's executive comp plan, Nicholas Schorsch and his team could enjoy a multimillion-dollar payday.

By Bruce Kelly
MUTUAL FUNDS JUL 21, 2014
How much should you allocate to nontraditional bonds?

Just because the mutual fund industry has been flooding the market with nontraditional bond funds is no reason to jump blindly into the space, according to Eric Jacobson, senior fund analyst and co-head of fixed income at Morningstar Inc.

By Jeff Benjamin
ETFS JUL 21, 2014
BlackRock junk ETFs push buyers to dark corners

Buyers of junk bonds are retreating to the market's more obscure securities as the rise of exchange- traded funds fuels concern that such fast-moving cash is exacerbating price swings.

By Matt Ackermann
ALTERNATIVES JUL 21, 2014
Tony Thompson exits nontraded REIT business

In stunning turnaround, the noted real estate investor gets $1.07 million for his shares in disputed REIT, ending a <a href="//www.investmentnews.com/article/20131029/FREE/131029892&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">proxy fight</a>. But the story's not over. <i>(See also: <a href="//www.investmentnews.com/article/20130120/REG/301209971&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Tony Thompson's hard times</a>)</i>

By Bruce Kelly
ALTERNATIVES JUL 21, 2014
Real estate investor Tony Thompson fights back as proxy battle looms

Noted real estate investor Tony Thompson, enmeshed in a proxy fight for control over a nontraded real estate investment trust he launched in 2009 but was ousted from in August, is fighting back.

By Bruce Kelly