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American Beacon books power trio to subadvise go-anywhere offering
LIFE INSURANCE AND ANNUITIES JUL 12, 2011
American Beacon books power trio to subadvise go-anywhere offering

Pimco, Brandywine and GAM will co-manage firm's new flexible bond fund

By John Goff
FIXED INCOME JUL 11, 2011
Broker markups taking big bite out of muni bond payouts

With puny yields, charges can eat up to a year's worth of coupon income

By Bloomberg
ALTERNATIVES JUL 10, 2011
REITs outgunned stocks in 2Q

By Jeff Benjamin
EMERGING MARKETS JUL 10, 2011
BlackRock's Dennis Stattman raises red flag

No one knows how difficult it can be to manage a go-anywhere fund better than Dennis Stattman.

By Jessica Toonkel
Emerging markets emerging as hot real estate play
ALTERNATIVES JUL 07, 2011
Emerging markets emerging as hot real estate play

Rise of middle class giving rise to property boom, says Cohen & Steers portfolio manager; Brazil tops the list

By Jeff Benjamin
FIXED INCOME JUL 06, 2011
Treasury investors are like frogs in a pot of hot water, Gross says

Investors in U.S. Treasuries are being lulled into a false sense of security by positive returns this year because yields aren't high enough relative to inflation, according to Bill Gross.

By Bloomberg
ALTERNATIVES JUL 06, 2011
Re-pricing nontraded REITs: A thorny issue for broker-dealers

Independent broker-dealers and their representatives are contending with the potentially thorny issue of re-pricing shares of nontraded REITs — illiquid, long-term investments in commercial real estate

By Bruce Kelly
Wallflowers no more, investors demand more alternative strategies
RIAS JUL 06, 2011
Wallflowers no more, investors demand more alternative strategies

By Darla Mercado
MUTUAL FUNDS JUL 06, 2011
The 'secret' of the top-performing fund manager

Thomas Soviero has replaced Ken Heebner at the top of the mutual fund rankings.

By Mark Bruno
How to play the coming bond bust
FIXED INCOME JUL 06, 2011
How to play the coming bond bust

Leery of Treasurys? Agency debt and bank loan ETFs can make for good alternatives

By John Goff
Best debt bet for 2011? Pimco offers surprising pick
EMERGING MARKETS JUL 06, 2011
Best debt bet for 2011? Pimco offers surprising pick

Bond giant big on junk bonds from Indonesia; 'improving credit story'

By John Goff
Why Dennis Stattman is cutting out coupons these days
MUTUAL FUNDS JUL 05, 2011
Why Dennis Stattman is cutting out coupons these days

You'll have a hard time finding a better portfolio manager than Dennis Stattman. So why is the famed PM of BlackRock's flagship fund steering clear of the hottest investment going?

By Jason Kephart
In bold move, BlackRock plays the index card in ETF wars
ETFS JUL 05, 2011
In bold move, BlackRock plays the index card in ETF wars

Asset manager seeks approval to use own benchmarks for exchange-traded funds; separating itself from the pack

By John Goff
ETFs attract the right kind of crowd for advisers: Study
PRACTICE MANAGEMENT JUL 05, 2011
ETFs attract the right kind of crowd for advisers: Study

A compilation of research shows that exchange-traded-fund investors are wealthier, younger, and more engaged than their mutual fund counterparts -- in other words, practically perfect clients. So why aren't more advisers embracing ETFs?

By Jeff Benjamin
Pullet surprise? Tiny U.S. investment firm bests large Chinese company in chicken flap
EMERGING MARKETS JUL 05, 2011
Pullet surprise? Tiny U.S. investment firm bests large Chinese company in chicken flap

GeoInvesting questioned claims made by mainland breeder -- and was proven right; 'we had no choice'

By John Goff
Gross' Total Return ETF to charge hiked fee
RIAS JUL 05, 2011
Gross' Total Return ETF to charge hiked fee

Annual levy for exchange-traded fund will be 0.55%, while fee for namesake mutual fund is 0.46%

By John Goff
Coming to America? U.K. probe casts light on dark side of ETFs
ETFS JUL 05, 2011
Coming to America? U.K. probe casts light on dark side of ETFs

Regulators said to be concerned about funds not truly tracking underlying indexes, as well as vulnerability to short sales

By John Goff
Berkowitz an industry icon – but not keen to be Carl Icahn
MUTUAL FUNDS JUL 05, 2011
Berkowitz an industry icon – but not keen to be Carl Icahn

Fairholme boss surprised by flap over his activism at property company; 'will think long and hard about doing it again'

By Jessica Toonkel
Skinning the cat: Lousy CD rates trigger big shift to shorter mortgages
RETIREMENT PLANNING JUL 05, 2011
Skinning the cat: Lousy CD rates trigger big shift to shorter mortgages

Rather than get stuck with paltry returns on money-market funds, some investors are putting their cash to better use: they're shifting into 15-year mortgages, saving big bucks in the process.

By John Goff
Tune out 'market episodes' in emerging economies: JPMorgan's Iwanicki
EMERGING MARKETS JUL 05, 2011
Tune out 'market episodes' in emerging economies: JPMorgan's Iwanicki

Volatility comes with the territory, says fund manager; sees Korea, Russia as good values right now`

By Bloomberg