Investing

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T. Rowe Price: Set to lead a parade of active-ETF launches?
ETFS FEB 22, 2011
T. Rowe Price: Set to lead a parade of active-ETF launches?

T. Rowe Price Group Inc. appears to be inching closer to launching its first actively managed exchange-traded fund — a fixed-income offering — and experts predict that it will be the first of many of its kind this year.

By Jessica Toonkel
EQUITIES FEB 20, 2011
Taking a different approach to risk management

If nothing else, market conditions over the past few years have proved that most investors tend to overestimate their true risk tolerance wildly

By MFXFeeder
MUTUAL FUNDS FEB 20, 2011
Schwab changes fee structure on fund platform

Some large mutual fund companies including Fidelity Investments and J.P. Morgan Asset Management might have to shell out more money to stay on The Charles Schwab Corp.'s transaction fee platform

By Jessica Toonkel
FIXED INCOME FEB 18, 2011
Muni bond issuers: Disclosure? What disclosure?

Study reveals vast majority of municipalities ignore or delay filing required financial reports on debt offerings; lack of manpower blamed

By Jeff Benjamin
Vanguard tweet: No muni market collapse
FIXED INCOME FEB 18, 2011
Vanguard tweet: No muni market collapse

Fund firm relies on social media to dispel doom and gloom, soothe client worries; 'hyperbole'

By Jessica Toonkel
Top muni bond manager: Whitney's call preposterous
FIXED INCOME FEB 18, 2011
Top muni bond manager: Whitney's call preposterous

Meredith Whitney shocked the investment world when she said there would be hundreds of billions of dollars in muni bond defaults this year. Top tax-exempt fund manager Lyle Fitterer has a slightly different take on the situation.

By John Goff
Given 'devil's bargain,' Treasuries should be exorcised from portfolios: Gross
FIXED INCOME FEB 16, 2011
Given 'devil's bargain,' Treasuries should be exorcised from portfolios: Gross

Federal monetary policy killing savers, says Pimco bond king; little reason to hold Uncle Sam's paper

By John Goff
Inflation set to puncture bond portfolios, warns FPA's Atteberry
FIXED INCOME FEB 16, 2011
Inflation set to puncture bond portfolios, warns FPA's Atteberry

Rising prices on the march, says fixed-income fund manager; 'worst thing that can happen' for debt investors

By Jeff Benjamin
FIXED INCOME FEB 15, 2011
BondView preps ratings for muni bond funds

BondView LLC, an operator of a free site for muni bond investors, is planning to launch municipal bond fund ratings by March.

By Bloomberg
MUTUAL FUNDS FEB 15, 2011
The Berkowitz breakaways: Two Fairholme Fund managers flee

Veteran portfolio managers Larry Pitkowsky and Keith Trauner have “put the band back together” in the form of Goodhaven Capital Management LLC.

By Jeff Benjamin
Bruce Berkowitz's $1.7B deal
MUTUAL FUNDS FEB 15, 2011
Bruce Berkowitz's $1.7B deal

Fairholme Capital Management LLC, the investment firm run by Bruce Berkowitz, said its funds will sell their stake in General Growth Properties Inc. to Brookfield Asset Management Inc. in a deal valued at about $1.7 billion.

By Mark Bruno
MUTUAL FUNDS FEB 14, 2011
Two ways to play the growing middle class: Philip Tasho

Agricultural commodities represents a creative way to invest in the world's emerging middle class, according to Philip Tasho, founder and chief investment officer at Tamro Capital Partners, which manages $1.4 billion in asset management.

By Jeff Benjamin
EQUITIES FEB 14, 2011
Pimco's retail push includes expense ratio cuts

As Pimco takes over the distribution of all its funds and expands its equity fund lineup, it plans to cut expense ratios and arm financial advisers with more research and access to its investment managers

By Jessica Toonkel
FIXED INCOME FEB 14, 2011
Vanguard's tweet on munis

By Jessica Toonkel
EMERGING MARKETS FEB 13, 2011
Concern about Egypt

Cumberland Advisors, which manages $1.5 billion in separately managed accounts, has shifted its portfolio to 20% cash — the highest that it has been since early 2008, over fears related to the situation in Egypt

By Jessica Toonkel
MUTUAL FUNDS FEB 13, 2011
Comeback kid? Bill Miller vaults to top of fund heap

Equities that fell furthest last year are surging the most in a decade, reversing the fortunes of mutual funds and signaling that developed countries, banks and Asian exporters will extend the global rally

By Bloomberg
MUTUAL FUNDS FEB 13, 2011
What to do if interest rates rise

As the 10-year Treasury yield percolates up toward 4% in the latest sign of looming inflation and rising interest rates, investors should start to consider hedging some of their fixed-income exposure.

By MFXFeeder
ETFS FEB 13, 2011
Managers seek barriers to sophisticated ETFs

Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs such as commodities-based and leveraged funds

By Jessica Toonkel
SEC said to be probing insider trading in ETFs
ETFS FEB 11, 2011
SEC said to be probing insider trading in ETFs

The U.S. Securities and Exchange Commission is investigating whether exchange-traded funds are being used to hide insider trading, a person with knowledge of the probe said.

By John Goff
Powell tells advisers upheaval in Mideast could be downer for U.S.
EMERGING MARKETS FEB 11, 2011
Powell tells advisers upheaval in Mideast could be downer for U.S.

Former secretary of state warns that 'revolutionary changes' in the Middle East may not benefit the West

By Andrew Osterland