Investing

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Ratings cut has done wonders for U.S. investments
FIXED INCOME NOV 21, 2011
Ratings cut has done wonders for U.S. investments

Dollar, Treasuries, stock market all up since S&P lowered AAA rating; flight to quality made unexpected landing

By John Goff
Mutual problem as stock fund investors still heading for the exits
MUTUAL FUNDS NOV 21, 2011
Mutual problem as stock fund investors still heading for the exits

Seventh straight month of net outflows; bond funds a different story

By John Goff
MUTUAL FUNDS NOV 21, 2011
Advisers steering clear of target date funds that use exotic strategies

Funds rely on leverage, synthetics to amp up performance

By Darla Mercado
Pimco's go-anywhere fund going nowhere
EMERGING MARKETS NOV 21, 2011
Pimco's go-anywhere fund going nowhere

Unconstrained debt fund down 1.8% this year; missed bond rally back home

By John Goff
Treasury's printing press a success as U.S. debt  top sovereign bet
RETIREMENT PLANNING NOV 21, 2011
Treasury's printing press a success as U.S. debt top sovereign bet

Uncle Sam's paper up 26% this year; given troubles in Europe, demand not 'waning anytime soon'

By John Goff
Options trading like 'crack cocaine for brokerages,' say critics
RIAS NOV 21, 2011
Options trading like 'crack cocaine for brokerages,' say critics

With stock trading down, the major online brokerage firms continue to ramp up their options-trading capabilities. While futures generate sizable commissions, critics worry that the use of greater leverage could leave less-sophisticated investors wondering where their money went.

By John Goff
At Thanksgiving, stock funds turkeys, bond funds stuffed
MUTUAL FUNDS NOV 21, 2011
At Thanksgiving, stock funds turkeys, bond funds stuffed

Worried clients pulling out of equity, plumping up debt investments

By Jeff Benjamin
MUTUAL FUNDS NOV 21, 2011
Miller's successor changing little at Value Trust

Bill Miller's decision to relinquish the reigns of Legg Mason Capital Management Value Trust in April is unlikely to herald big changes in how the $2.8 billion fund is being run, according to the fund's incoming lead manager, Sam Peters

By Jeff Benjamin
Everybody out of the mortgage pool? That's a mistake, says ING fund manager
FIXED INCOME NOV 21, 2011
Everybody out of the mortgage pool? That's a mistake, says ING fund manager

Government-backed mortgages could be the next best alternative to cash, according Jeff Dutra, manager of the $830 million ING GNMA Income Fund.

By Jeff Benjamin
Genworth stock worth more on upgrade
EQUITIES NOV 20, 2011
Genworth stock worth more on upgrade

Up 13% after Citigroup analyst said insurer can withstand mortgage-related losses

By Doug Cubberley
Bill Miller takes whopping $550M loss in Kodak moment
MUTUAL FUNDS NOV 18, 2011
Bill Miller takes whopping $550M loss in Kodak moment

Legendary fund manager Bill Miller finally gave up the ghost, unloading his entire stake in Eastman Kodak. The damage? The Legg Mason Capital Management Value Trust took a $550 million hit from the sale.

By John Goff
MUTUAL FUNDS NOV 17, 2011
Performance not only reason for fund loyalty

By Lavonne Kuykendall
ALTERNATIVES NOV 16, 2011
Share value of Wells REIT plunges

In a move that highlights regulators' concerns with nontraded real estate investment trusts, Wells REIT II told investors last week that the new estimated value per share is $7.47

By Bruce Kelly
ALTERNATIVES NOV 16, 2011
Tricks plumped up REIT distributions, according to suit

An eye-opening analysis of the “distributions” of nontraded REITs sold exclusively by David Lerner Associates Inc. shows that the REITs' property investments largely underperformed the level required to pay promised dividends to investors

By Bruce Kelly
ALTERNATIVES NOV 15, 2011
Morningstar gathering nontraded REIT information

Morningstar Inc. is gauging the interest of brokerage firms and financial advisers in research coverage of nontraded real estate investment trusts

By Bruce Kelly
Morningstar looking into brokers' nontraded REIT information needs
ALTERNATIVES NOV 15, 2011
Morningstar looking into brokers' nontraded REIT information needs

Independent research on growing market could help reps and advisers

By Bloomberg
EMERGING MARKETS NOV 15, 2011
Emerging-markets investors are becoming more cautious

By Dan Jamieson
MUTUAL FUNDS NOV 15, 2011
Morningstar switches to colors for rating system

By Jeff Benjamin
Why Mark Mobius is convinced stocks will rebound
EMERGING MARKETS NOV 15, 2011
Why Mark Mobius is convinced stocks will rebound

Emerging market guru says inflation will force investors back into equities; 'bouncing along the bottom'

By John Goff
Making a case for commercial real estate
ALTERNATIVES NOV 14, 2011
Making a case for commercial real estate

Having hit bottom, high-end hotels and industrial properties should thrive

By Bruce Kelly