Investing

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Benefits of diversification are fading: Study
EQUITIES JAN 01, 2012
Benefits of diversification are fading: Study

A new study shows that correlations between many so-called “risk-on assets” have risen dramatically over the last decade.

By Andrew Osterland
MUTUAL FUNDS JAN 01, 2012
Berkowitz takes another hit as Sears slumps

By Bloomberg
ALTERNATIVES JAN 01, 2012
Special report: The 2012 outlook

Last year's stock market volatility has taken its toll: Financial advisers are a lot more skittish about equities now than they were at the start of 2011.

By Mark Bruno
ALTERNATIVES JAN 01, 2012
Hedgie insider: T-bills a better bet

By Evan Cooper
MUTUAL FUNDS JAN 01, 2012
Buffett Lite fund vaults to top by lightening up on Buffett

By John Goff
Pimco Total Return ETF may spark return of small investor
ETFS DEC 30, 2011
Pimco Total Return ETF may spark return of small investor

New fund likely to attract price-conscious clients; 'seminal moment'

By John Goff
Munis still a 'danger zone,' warns Whitney
RETIREMENT PLANNING DEC 30, 2011
Munis still a 'danger zone,' warns Whitney

State and local governments not nearly out of the woods, analyst says

By John Goff
BlackRock: Munis face threat of 'super downgrade'
RETIREMENT PLANNING DEC 30, 2011
BlackRock: Munis face threat of 'super downgrade'

Ratings cuts of two or more notches are expected to pick up over the summer as agencies review their methodologies

By Bloomberg
ETF hit home? Investment advisers piling into exchange-traded funds
ETFS DEC 30, 2011
ETF hit home? Investment advisers piling into exchange-traded funds

Data shows investment managers embracing passive funds with a passion; low fees a big draw

By John Goff
No repeat of muni miracle in 2012
RETIREMENT PLANNING DEC 30, 2011
No repeat of muni miracle in 2012

Returns for top-rated tax-exempt paper on a par with Treasuries; lower-rated debt the better bet, say experts

By John Goff
MUTUAL FUNDS DEC 30, 2011
Exotic strategies a mixed bag for target funds

By Darla Mercado
'Unpersuasive' Citi must pay whopper of an award to former clients
FIXED INCOME DEC 29, 2011
'Unpersuasive' Citi must pay whopper of an award to former clients

Judge upholds Finra's earlier decision in muni bond fund dispute; ordered to pony up $54M

By Bloomberg
Emerging hedge fund performance questioned
ALTERNATIVES DEC 29, 2011
Emerging hedge fund performance questioned

Emerging-hedge-fund managers are getting more attention from institutional investors because they tend to produce better returns than larger, more established funds, but industry insiders disagree about the extent of the outperformance.

By Christine Williamson
Goldman, Templeton BRIC funds slammed in commodities selloff
EMERGING MARKETS DEC 29, 2011
Goldman, Templeton BRIC funds slammed in commodities selloff

Emerging-markets funds managed by Goldman Sachs Group Inc. and Franklin Resources Inc. were among the U.S.-registered mutual funds that fell the most in last week's commodities selloff.

By Doug Cubberley
BRIC corporate debt a solid investment: Pimco
EMERGING MARKETS DEC 29, 2011
BRIC corporate debt a solid investment: Pimco

'Rising stars' in developing nations should stay ahead of inflation by passing price hikes on to consumers

By John Goff
Morningstar names 2010 fund managers of the year
MUTUAL FUNDS DEC 29, 2011
Morningstar names 2010 fund managers of the year

Morningstar tabs managers at Sequoia Fund, Janus Overseas and Templeton Global Bond for 'exceptional performance' in 2010

By John Goff
BlackRock's Fink: Indexing all the rage in 2012
ETFS DEC 28, 2011
BlackRock's Fink: Indexing all the rage in 2012

With low interest rates, investors actively seeking passive management, fund firm boss says

By Jason Kephart
SEC wants money funds to buffer up: Sources
MUTUAL FUNDS DEC 28, 2011
SEC wants money funds to buffer up: Sources

Commission said to favor plan requiring funds to hold cash reserves; floating rate NAV for those that don't

By John Goff
Money funds have biggest redemptions this year amid debt talks
MUTUAL FUNDS DEC 28, 2011
Money funds have biggest redemptions this year amid debt talks

Investors last week pulled more money from money-market mutual funds than any week this year.

By Doug Cubberley
Europe's doom and gloom is overdone: Cetera strategist
FIXED INCOME DEC 27, 2011
Europe's doom and gloom is overdone: Cetera strategist

Europe is being blamed again today for the volatility in the U.S. equity markets, but some market watchers are saying the knee-jerk reactions by investors go too far.

By Jeff Benjamin