Making the case for alternative investments in a long-term, properly allocated portfolio is easy
Plenty of moving parts in Strategic Income Fund; targeting 6% yield
Alternative-investment strategies are emerging as a top priority across the asset management landscape — and are also quickly gaining traction with retail investors — according to the latest research from Cerulli Associates Inc.
With criticism mounting about the lack of disclosure in the municipal bond market, the agency that oversees the sale of muni securities is working on initiatives designed to encourage broker-dealers and issuers to provide more information to investors
Seven firms hawking high-yield-debt funds that have at least 33% of assets in unrated paper; massive redemptions could get sticky
Wall Street giants Morgan Stanley and Goldman Sachs dropped their bets against Treasuries. But bond king Bill Gross is sticking to his guns.
When Christopher C. Davis talks about money management, the one-time theology student sounds as if he is discussing a calling, employing words that reflect cultural choices
With the expiration of the second round of quantitative easing scheduled for next month, investors shouldn't assume that the fixed-income markets will respond as they did at the expiration of the first round
Jeremy Grantham, chief investment strategist at Grantham Mayo Van Otterloo & Co., said the Federal Reserve's attempt to boost the economy could push U.S. stocks to a level where they will be “dangerously overpriced.”
Templeton fund manager plans to plow another $250M into Turkish equities
I'm sure a number of you have been keenly following the World Cup matches as they play out across South Africa.
Still, June expiration has many worried; institutions to the rescue?
It's been a busy few days for Ameriprise Financial. Earlier this week, the firm, along with subsidiary Securities America, lined up an agreement with lawyers representing investors who got burned in Reg D offerings. And today, it appears the company is on the verge of acquiring Grail -- and moving into the actively-managed ETF space.
Legendary investor called his shot in 2009 -- and was right; sees more gains ahead for BRICs, frontier markets
Milev says rise in price of crude boosting country to No. 1 choice among emerging European markets
Ex-Charles Schwab Corp. investment company manager Randall Merk agreed to pay a $150,000 civil fine to resolve a Securities and Exchange Commission lawsuit accusing the company of misleading investors in its YieldPlus fund.
Putnam Investments has launched an online tool that enables its financial adviser clients to evaluate more than 10,000 mutual funds using up to 60 different criteria. Next month, advisers also will be able to compare up to 1,100 exchange-traded funds using the Fund-Visualizer tool
Dale Harvey of Poplar Forest Partners prefers cheap and out-of-favor stocks
The SEC will not bring an enforcement action against Amaranth Advisors following a three-year investigation, according to an Aug. 19 letter to Amaranth's attorney from Philip Koski, assistant regional director in the SEC's Boston office, which was obtained by P&I Daily.
