Investing

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EQUITIES AUG 20, 2013
Searching the globe for income, and finding it

Sextant Global High Income Fund can go anywhere in search of yield.

By Jeff Benjamin
MUTUAL FUNDS AUG 20, 2013
Valuation matters, presenting opportunities for active managers, portfolio manager says

Passive-investing 'Incredible Hulks' are sowing the seeds of their own demise, Brian Frank contends

By By Brian Frank
ALTERNATIVES AUG 20, 2013
Mortgage REITs in the cellar

Worries that the Fed will ease up on quantitative easing are shellacking mortgage REITs. So far, the stocks have plunged 21% since the end of April -- and there may be more where that's coming from.

By John Goff
FIXED INCOME AUG 20, 2013
Gross to junk bond junkies: Curb your enthusiasm

High-yield market isn't overheated yet, but it's getting close, he contends

By JKEPHART
EQUITIES AUG 19, 2013
The Takeaway: Money pouring into U.S. stock funds; emerging markets, not so much

By Joshua Brown
EMERGING MARKETS AUG 19, 2013
Poor performance dooms Legg Mason's emerging-markets unit

Struggling money manager to close $500M in assets Esemplia.

By Gregory Crawford
EQUITIES AUG 19, 2013
AssetBook rolls out mobile portfolio management application

Gives advisers on-the-go access to portfolios and data via smart phones and tablets.

By Janowski Davis
MUTUAL FUNDS AUG 19, 2013
Do call it a comeback: Bill Miller's old fund starts a new streak

The fall for Legg Mason's Value Trust fund was swift, once its run of besting the S&P 500 for 15 straight years came skidding to a halt. But now, Bill Miller's old fund is starting a new streak — and Miller is on a roll of his own with a different fund.

By JKEPHART
EQUITIES AUG 19, 2013
Putnam launches six more funds as Reynolds plays catch up

New list includes offerings to meet advisers' needs, reflect market action.

By Jeff Benjamin
MUTUAL FUNDS AUG 19, 2013
Risk-parity funds: A delicate balancing act

By Jeff Benjamin
Milevsky sells retirement analytics firm to Cannex
RETIREMENT PLANNING AUG 18, 2013
Milevsky sells retirement analytics firm to Cannex

Deal will help advisers model annuities under varying client circumstances.

By Darla Mercado
ALTERNATIVES AUG 18, 2013
Blackstone's new alts fund

By James Comtois
ETFS AUG 18, 2013
ETFs hot on Dimensional's trail

BlackRock, Schwab, Northern Trust have new funds based on strategy, research.

By JKEPHART
ALTERNATIVES AUG 18, 2013
REIT board asks Thompson to resign

New CEO calls Finra charges 'severe' and 'troubling.'

By Bruce Kelly
MUTUAL FUNDS AUG 18, 2013
Changes for Explorer Fund

By Jason Kephart
FIXED INCOME AUG 18, 2013
Detroit's woes present opportunities

New normal for muni bonds in Michigan means tasty yields for investors willing to take some risk.

By Jeff Benjamin
MUTUAL FUNDS AUG 16, 2013
Gundlach dips toe into uber-indexing

His firm, DoubleLine, to launch fund based on Shiller's P/E

By Jason Kephart
MUTUAL FUNDS AUG 16, 2013
Pimco's outflow blues continue; DoubleLine takes a hit too

Bill Gross' off year continued as investors pulled another huge amount from his flagship fund last month. Is there an end in sight?

By JKEPHART
MUTUAL FUNDS AUG 16, 2013
Gold bug puts money where his mouth is

Peter Schiff is either crazy like a fox — or just plain crazy.

By Jason Kephart
EQUITIES AUG 16, 2013
Berkowitz scores again as wagers on insurers pay off

Fairholme Fund's Bruce Berkowitz scored last week when shares of insurer MBIA soared. After a 'horrible' 2011, the fund manager is hot again, beating 98% of his rivals.

By Gregory Crawford