Investing

Displaying 13494 results
MUTUAL FUNDS JUN 23, 2011
Portfolio managers should eat their own cooking

If a mutual fund manager won't invest in a fund that he or she is managing, why should anyone else?

By MFXFeeder
ALTERNATIVES JUN 23, 2011
Some $100 billion locked up in 'sliver' of hedge funds

Despite assurances to the contrary, a segment of hedge funds still has up to $100 billion locked up and won't allow redemptions

By Christine Williamson
Leaving the herd allowed this fund to exploit rallies
EQUITIES JUN 22, 2011
Leaving the herd allowed this fund to exploit rallies

A willingness to separate from the pack is key to successful global equity investing, according to David Fingold, manager of the Dynamic Discovery Fund.

By Jeff Benjamin
Neuberger Berman: 10 key themes for the next 10 months
EQUITIES JUN 22, 2011
Neuberger Berman: 10 key themes for the next 10 months

After the financial markets see-sawed through several distinct phases for much of 2010, investors gradually regained confidence late in the year and stocks rallied as mixed economic indicators became more positive.

By Mark Bruno
Greenspan: Greek default could be Achilles' heel for U.S. economy
FIXED INCOME JUN 20, 2011
Greenspan: Greek default could be Achilles' heel for U.S. economy

Alan Greenspan, former Federal Reserve chairman, said a default by Greece is “almost certain” and could help drive the U.S. economy into recession.

By Doug Cubberley
ALTERNATIVES JUN 19, 2011
Another seller of alternatives goes under

Yet another small brokerage firm that sold illiquid alternative investments closed its doors last week

By Bruce Kelly
MUTUAL FUNDS JUN 19, 2011
Supreme Court blocks Janus market-timing lawsuit

In a much-awaited decision, the Supreme Court last week ruled in favor of the mutual fund industry in a case involving a company's responsibility for statements made in prospectuses, eliciting a huge sigh of relief from fund companies, broker-dealers and others involved in selling mutual funds

By Jessica Toonkel
Pershing Square's Ackman said to consider IPO for hedge fund
ALTERNATIVES JUN 17, 2011
Pershing Square's Ackman said to consider IPO for hedge fund

Known for investing in companies to press for changes, Bill Ackman is considering selling shares in a hedge fund to secure more permanent capital for investments.

By Doug Cubberley
MUTUAL FUNDS JUN 16, 2011
William Bannick: Small-caps produced big returns in recovery

By Bruce Kelly
FIXED INCOME JUN 15, 2011
Coming attractions? Minnesota government shuts down

Stalemate between Democratic governor and GOP legislators leads to closure

By John Goff
New dawn for Morningstar? Firm launching different ratings system
MUTUAL FUNDS JUN 15, 2011
New dawn for Morningstar? Firm launching different ratings system

The influential firm plans to launch a different ratings system, one that will be forward-looking. And get this: only 20% of funds are likely to get a positive score under the new system.

By Jeff Benjamin
FIXED INCOME JUN 15, 2011
Plans to tax munis won't fly: BNY Mellon

Renewed proposals to eliminate the tax-exempt status of municipal bonds as a way to reduce the $1.5 trillion federal deficit are unlikely to succeed, according to a report by The Bank of New York Mellon Corp.

By Bloomberg
'Waterfall' of muni downgrades will trigger rapid sell-off: Whitney
RETIREMENT PLANNING JUN 15, 2011
'Waterfall' of muni downgrades will trigger rapid sell-off: Whitney

Meredith Whitney's at it again. The controversial analyst is now predicting a 'waterfall' of muni downgrades which will trigger a massive sell-off by insurers. If she's right, investors may be able to pick up some bargains in the process.

By John Goff
MUTUAL FUNDS JUN 14, 2011
Still too much cycle in life cycle funds, study finds

Putnam Institute says excessive exposure to stock market gyrations bigger threat to new retirees than inflation or longevity risk

By Lavonne Kuykendall
ETFS JUN 14, 2011
Larry Fink's plan for winning over advisers

If “big,” “strong” and “mysterious” are the attributes you want for a financial brand, you can't pick a better name than BlackRock Inc.

By Jessica Toonkel
Morningstar warns about 'gimmickry' in unconstrained bond funds
FIXED INCOME JUN 14, 2011
Morningstar warns about 'gimmickry' in unconstrained bond funds

Protection against rise in interest rates may not be enough to offset risks; 'use them peripherally'

By Bloomberg
EQUITIES JUN 14, 2011
As clients dial up risk, advisers feel the heat

By Jessica Toonkel
FIXED INCOME JUN 14, 2011
Popular TIPS may not deliver what investors expect

By MFXFeeder
MUTUAL FUNDS JUN 14, 2011
GAO lifts hood on target date funds - and finds big problems

The Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly

By Andrew Osterland
ALTERNATIVES JUN 14, 2011
Alternatives present quandary for custodians

Custody firms are engaged in a delicate balancing act, trying to accommodate a growing number of alternative investments while at the same time implementing stricter eligibility criteria for accepting those assets

By Dan Jamieson