Investing

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EQUITIES OCT 13, 2011
This tech fund beats benchmarks by avoiding 'bleeding edge' stocks

Looking beyond the technology-centric U.S. market is key to building a solidly diversified portfolio of tech stocks, according to Ian Warmerdam, manager of the $300 million Henderson Global Technology Fund.

By Bloomberg
Corporate stash of cash is paying dividends for this fund
EQUITIES OCT 13, 2011
Corporate stash of cash is paying dividends for this fund

The nearly two-year trend of companies' hoarding cash due to economic uncertainty plays right into the hand of the $560 million JPMorgan Equity Income Select Fund.

By Jeff Benjamin
ALTERNATIVES OCT 12, 2011
Private-equity firms willing to deal on fees

Some of the most popular private-equity funds — those once in such demand that they could get away with charging above-market fees — are finding it hard to fill their dance cards

By Arleen Jacobius
Wasserstein haunts Harry & David in buyout doomed to bankruptcy
RETIREMENT PLANNING OCT 11, 2011
Wasserstein haunts Harry & David in buyout doomed to bankruptcy

Bruce Wasserstein, dead for two years, still casts a pall over the Rogue River Valley of southern Oregon, home of Harry & David Holdings Inc.

By Doug Cubberley
Pimco goes bargain hunting in China
EQUITIES OCT 11, 2011
Pimco goes bargain hunting in China

Emerging-market stocks are “cheap” and Pacific Investment Management Co. is buying in China after the nation's shares tumbled this year

By Doug Cubberley
ICI to regulators: When knocking ETFs, please be specific
ETFS OCT 11, 2011
ICI to regulators: When knocking ETFs, please be specific

The Institute is worried that a recent report about synthetic ETFs actually tarred all exchange-traded funds. That, in turn, led to 'inflammatory media coverage.'

By Jessica Toonkel
MUTUAL FUNDS OCT 11, 2011
ICI to SEC: What's your say on pay-to-play?

With the Sept. 13 deadline on pay-to-play rules looming, mutual fund companies are in heated discussions with broker-dealers about getting access to customer information that they need to comply

By Jessica Toonkel
Hedge funds sank further in September
ALTERNATIVES OCT 10, 2011
Hedge funds sank further in September

The month of September was not good for hedge funds, but the alternative strategies on average still managed to outpace the broad equity market indexes.

By Jeff Benjamin
ALTERNATIVES OCT 10, 2011
Experts: Alternatives a mandatory allocation

Alternative investments have become compulsory in recent years as investors have sought gains in all kinds of markets, according to investment experts

By Lavonne Kuykendall
ALTERNATIVES OCT 10, 2011
More options make bets on alpha easier

As the mutual fund industry continues to migrate toward the alternatives arena, financial advisers might find individual fund selection among the more challenging parts of their job

By Jeff Benjamin
EQUITIES OCT 10, 2011
Developed-market currency concern taking center stage

More institutions are taking cover as uncertainty surrounding the euro is putting developed-market currency risk at center stage of global investment portfolios, including equities strategies

By Thao Hua
FIXED INCOME OCT 07, 2011
BlackRock is buying a boatload of junk bonds

BlackRock Inc., the world's biggest money manager, has been buying junk bonds since relative yields widened to levels that signal default rates more than three times the current pace and in excess of Wall Street's most bearish outlooks for the economy

By Bloomberg
EQUITIES OCT 06, 2011
Time to stock up on equities, Pimco's Kashkari says

Investors should buy equities because valuations, income growth and dividends show that the asset class is attractive, said Pacific Investment Management Co. LLC's Neel Kashkari

By Bloomberg
FIXED INCOME OCT 06, 2011
Bondholders are getting 'skunked' by Fed, Gross says

A federal funds target at virtually 0% poses an immediate threat to bondholders amid rising inflation and negative real yields, according to Bill Gross, who runs the world's biggest mutual fund at Pacific Investment Management Co. LLC

By Bloomberg
BlackRock rolls out alternatives funds for the Average Joe
ALTERNATIVES OCT 05, 2011
BlackRock rolls out alternatives funds for the Average Joe

BlackRock Inc. will give its retail clients access to alternative investments through mutual funds

By Lavonne Kuykendall
Real estate might need a renovation, but it's still a good diversifier
ALTERNATIVES OCT 05, 2011
Real estate might need a renovation, but it's still a good diversifier

Investors are skittish about real estate investments due to the beating the sector took over the past few years, but are they worth another look?

By Lavonne Kuykendall
FIXED INCOME OCT 05, 2011
No clear end to Greek drama

Hang on for a rough ride as the European sovereign-debt crisis continues

By Dan Jamieson
ALTERNATIVES OCT 05, 2011
Private-equity firms increasingly turn to BDCs

Having little luck raising capital from institutional investors the old-fashioned way, private-equity firms are turning to the public markets, forming business development companies and other publicly traded vehicles to invest alongside shrinking private funds

By Arleen Jacobius
RETIREMENT PLANNING OCT 05, 2011
U.S. consumer bureau seeks input on military financial products

The U.S. Consumer Financial Protection Bureau is seeking public comment on financial products aimed especially at members of the military.

By Doug Cubberley
Investors piling into stable-value funds — but not reading the fine print
MUTUAL FUNDS OCT 04, 2011
Investors piling into stable-value funds — but not reading the fine print

Many don't realize the restrictions that apply to such investments; 'stable-value, not guaranteed'

By John Goff