Investing

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'Safe haven' Treasuries now a perilous bet as top fund managers bail
FIXED INCOME AUG 10, 2011
'Safe haven' Treasuries now a perilous bet as top fund managers bail

Bill Gross, Jim Rogers, other bigs dump government paper as inflation looms; 'cannot conceive of lending money to the U.S. government for 30 years.'

By John Goff
LIFE INSURANCE AND ANNUITIES AUG 09, 2011
S&P swings ax as ratings cuts come fast and furious

Credit ratings agency follows its downgrade of US long-term sovereign credit rating with a host of additional downgrades.

By Dan Jamieson
Volatility as an asset class
ETFS AUG 09, 2011
Volatility as an asset class

Thanks to the exchange-traded fund industry, hedging stock market volatility — or betting on it — has never been easier

By Jeff Benjamin
Private funds to get public scrutiny — but family offices to get a pass
RIAS AUG 09, 2011
Private funds to get public scrutiny — but family offices to get a pass

SEC vote requires hedgies, PE firms to register with commission; exemption granted for family offices

By John Goff
MUTUAL FUNDS AUG 09, 2011
Advisers want skin in game, but many don't screen for it

Cern Basher won't even consider mutual funds if the portfolio managers don't have their own money invested in them, and he doesn't want to see merely a few hundred dollars in there

By Jessica Toonkel
Bank stock beatdown puts a hurt on Berkowitz, Miller
MUTUAL FUNDS AUG 08, 2011
Bank stock beatdown puts a hurt on Berkowitz, Miller

Famed fund managers heavily invested in financials; right now, not so good

By John Goff
Treasury yields evoke Eisenhower era as economic growth slows
FIXED INCOME AUG 08, 2011
Treasury yields evoke Eisenhower era as economic growth slows

Treasury bond yields are plunging to levels seen in the 1950s as concern a two-year recovery in the world's largest economy is stalling causes investors to flee stock and debt markets.

By Doug Cubberley
Treasury buyers made a killing off Washington's game of chicken
FIXED INCOME AUG 08, 2011
Treasury buyers made a killing off Washington's game of chicken

Ten-year notes returned 1.83% in July; 'market saw through the debate'

By John Goff
Fear and uncertainty have ETFs on fire
ETFS AUG 08, 2011
Fear and uncertainty have ETFs on fire

U.S. exchange-traded funds took in $56.3 billion for the first half of this year, an increase of more than 50.9% from the first half of 2010, according to State Street Global Advisors' mid-year SPDR outlook.

By Jessica Toonkel
ETFS AUG 07, 2011
...model portfolios more alluring

As exchange-traded funds grow in popularity, more financial advisers are using model ETF portfolios as a low-cost way of managing their clients' money

By Jessica Toonkel
ALTERNATIVES AUG 07, 2011
Commonwealth, LPL sold troubled private placement

After avoiding the pitfalls of disastrous Regulation D deals over the past decade, Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement that faces pressure from its creditors

By Bruce Kelly
Fed dissenter says interest-rate pledge likely to be broken
FIXED INCOME AUG 05, 2011
Fed dissenter says interest-rate pledge likely to be broken

Plosser sees central bank raising interest on fed funds before mid-2013; 'inappropriate policy at inappropriate time'

By John Goff
Rating cut working out just fine for U.S. Treasury
RETIREMENT PLANNING AUG 05, 2011
Rating cut working out just fine for U.S. Treasury

S&P's single-notch lowering of the U.S. sovereign debt rating was seen as a big blow to the Treasury market. Instead, worries about default on government debt has investors clamoring for -- yep -- government debt. The result? In an auction this week, taxpayers saved $647M.

By John Goff
Investors 'running for cover,' yank most from stock funds since '08
MUTUAL FUNDS AUG 05, 2011
Investors 'running for cover,' yank most from stock funds since '08

Global equities funds saw $3.5 in net outflows

By John Goff
ALTERNATIVES AUG 05, 2011
Buzz: Commonwealth, LPL could see fallout from Reg D deal they sold

Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement they sold that faces pressure from its creditors.

By Doug Cubberley
Jobs to the rescue? Treasury yields rise from lows as economic concern eases
PRACTICE MANAGEMENT AUG 05, 2011
Jobs to the rescue? Treasury yields rise from lows as economic concern eases

U.S. two-year note yields increased from a record low yesterday as the Labor Department said the U.S. added 117,000 jobs, up from a revised 46,000 gain in June and compared with the 85,000 forecast in a Bloomberg News survey.

By Doug Cubberley
ETFS AUG 05, 2011
Wells Fargo prunes ETF lineup

By Jessica Toonkel
The 'perfect time' for a covered-call strategy? One PM thinks so
ALTERNATIVES AUG 04, 2011
The 'perfect time' for a covered-call strategy? One PM thinks so

Van Hulzen Asset Management's new Iron Horse Fund will follow an options strategy that the $250 million shop has been applying in separate accounts for nearly a decade.

By Bloomberg
Morgan Stanley burned by bet on inflation: Sources
FIXED INCOME AUG 04, 2011
Morgan Stanley burned by bet on inflation: Sources

Sources say traders at Morgan Stanley lost tens of millions of dollars in a big wager on inflation. Apparently, the bank is still working to get out of the bets.

By John Goff
The buck stops fear? Treasury-wary advisers should consider cash
FIXED INCOME AUG 03, 2011
The buck stops fear? Treasury-wary advisers should consider cash

Financial advisers might want to consider their options with regard to cash management if for no other reason than peace of mind.

By Jeff Benjamin