Investing

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ALTERNATIVES APR 27, 2010
Why Robert Shiller is worried about real estate

The professor of economics at Yale University, and the author of "Irrational Exuberance" sits down with WealthTrack's Consuelo Mack.

By Mark Bruno
MUTUAL FUNDS APR 27, 2010
SEC's civil suit against Goldman Sachs hits funds

Count mutual funds and their investors among the big losers in the legal battle between the SEC and The Goldman Sachs Group Inc.'s broker-dealer unit.

By Jessica Toonkel Marquez
MUTUAL FUNDS APR 27, 2010
Lock 'n' load: Taking target funds tactical

A handful of big fund companies are revamping their target date offerings in hopes of limiting risk — and preventing another major blowup.

By Jessica Toonkel Marquez
S&P: Two sectors (and three fund picks) for a rising-interest-rate environment
EQUITIES APR 26, 2010
S&P: Two sectors (and three fund picks) for a rising-interest-rate environment

Whenever the Board of Governors of the Federal Reserve System decides to start raising interest rates, investors should look to the technology and health care sectors as the biggest likely beneficiaries, according to new research from Standard & Poor's Financial Services LLC.

By Jeff Benjamin
MUTUAL FUNDS APR 25, 2010
Target date fund manager debate continues

If combatants in the debate over target date fund investment approaches thought that Morningstar Inc. could provide a tiebreaker, they were out of luck.

By Robert Steyer
ALTERNATIVES APR 25, 2010
ING portfolio manager moves to hedge fund

Uri Landesman, head of global growth at ING Investment Management Americas, has moved over to the hedge fund arena as president of Platinum Partners LP, a $500 million hedge fund boutique.

By Jeff Benjamin
MUTUAL FUNDS APR 25, 2010
Tax man cometh after mutual fund investors

Higher federal taxes, coupled with a rising stock market, threaten to hit U.S. fund shareholders particularly hard.

By David Hoffman
MUTUAL FUNDS APR 25, 2010
Tax man cometh after mutual fund investors

By David Hoffman
MUTUAL FUNDS APR 21, 2010
Mutual funds: 10 questions to test your IQ

Mutual funds are a cornerstone of retirement planning. Yet they're widely misunderstood.

By Associated Press
ALTERNATIVES APR 20, 2010
Thesis 'democratizing hedge funds' with new alternative offering

Stephen Roseman has introduced the Thesis Flexible Fund, which aims to providers investors and advisers that want a hedge-fund-like investment but also the liquidity of a mutual fund

By Bloomberg
EQUITIES APR 20, 2010
How to invest ahead of rising rates

With interest rates at historic lows and no place to go but up, it behooves investors to have a strategy in place ahead of a rate hike cycle that is likely to begin this year.

By Mark Bruno
FIXED INCOME APR 19, 2010
Are Build America Bonds in your future?

Build America Bonds were introduced in April 2009 to create jobs and to help municipalities offset borrowing costs with a 35 percent direct subsidy from the U.S. Treasury.

By John Radtke
MUTUAL FUNDS APR 18, 2010
Target date funds adding commodities

Managers of target date funds are adding commodities to their portfolio mixes, but experts wonder whether the moves are substantive or just window dressing.

By Darla Mercado
ALTERNATIVES APR 16, 2010
Paulson said to pare bets on recovery as main funds decline

Billionaire hedge-fund manager John Paulson, whose $32 billion firm has been betting on an economic recovery by 2012, has pared bullish bets across his funds, according to a person briefed on the investments.

By Bloomberg
MUTUAL FUNDS APR 15, 2010
S&P picks: Aston/Montag & Caldwell Growth Fund

This large-cap growth fund's investment approach, seeking high-quality companies that are growing their near-term earnings faster than the market and trading at a discount to their intrinsic value, has been well executed.

By Standard & Poor's
MUTUAL FUNDS APR 15, 2010
Finra cracks down on credit disclosure

Morgan Keegan fallout? The securities regulator warns B-Ds that bonds in funds cannot be considered 'rated' unless a third-party actually does the rating

By Jessica Toonkel Marquez
ALTERNATIVES APR 15, 2010
Evercore Partners buys private funds biz from Neuberger Berman

Evercore Partners Inc. said Wednesday that it has purchased Neuberger Berman's Private Funds Placement Group as it looks to expand its advisory services.

By Associated Press
JPMorgan losing top asset management exec
MUTUAL FUNDS APR 14, 2010
JPMorgan losing top asset management exec

Eve Guernsey will retire as CEO, investment management Americas, at J.P. Morgan Asset Management by the end of 2010.

By Douglas Appell
Investors open to closed-end funds
MUTUAL FUNDS APR 14, 2010
Investors open to closed-end funds

Investors who are seeking yield in a low-return environment are finding pockets of opportunities in the peculiar world of closed-end mutual funds.

By David Hoffman
FIXED INCOME APR 13, 2010
Looking into bond funds? Make sure they're short-term

The following is an investment strategy column by Jeffrey D. Saut, managing director at Raymond James & Associates Inc.

By Jeffrey D. Saut