Investing

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ALTERNATIVES JUL 24, 2012
The modern economic and political cycle: Wash, rinse, repeat

The global financial markets and economy have been unable to return to steady growth following the financial crisis that began in 2008. This has not been without occasional bouts of optimism, where momentum builds as market participants embrace a growing expectation of reaching a critical escape velocity. However, these sentimental boosts have been fleeting. While each round has been distinct, it is worthwhile to note that the cycles are eerily similar.

By Paul Menchaca
MUTUAL FUNDS JUL 24, 2012
Reported probe into stable value fund could upend advisers

DOL said to be investigating JPMorgan stable-value fund; 'Who is looking under the hood?'

By Darla Mercado
EQUITIES JUL 24, 2012
American looks to Guardian to help performance

By JKEPHART
This fund seeks out innovation in companies large and small
EQUITIES JUL 24, 2012
This fund seeks out innovation in companies large and small

By focusing on the characteristics of business innovation without regard for market capitalization, industry or geographic location, the Alpine Innovators Fund has developed a pattern of often moving independent from the overall market

By Jeff Benjamin
Lawmakers want to limit scope of municipal adviser regulation
FIXED INCOME JUL 24, 2012
Lawmakers want to limit scope of municipal adviser regulation

Legislation to limit scope of municipal adviser regulation draws bipartisan support; subcommittee vote Aug. 1

By Mark Schoeff Jr.
ALTERNATIVES JUL 24, 2012
Valuation drops, distributions stop at top REIT

KBS property trust REIT down to $5.16 from launch price of $10; dividends to investors halted.

By Bruce Kelly
Canary in the coal mine? TIPS dip to record low yield
FIXED INCOME JUL 24, 2012
Canary in the coal mine? TIPS dip to record low yield

Fears of inflation on the rise -- even if prices aren't

By John Goff
ALTERNATIVES JUL 23, 2012
Recognizing the relative advantages of natural resources vs. commodities

By Mark Bruno
Ex-BofA executive indicted for fraud in municipal bond probe
FIXED INCOME JUL 23, 2012
Ex-BofA executive indicted for fraud in municipal bond probe

A former Bank of America executive was indicted for allegedly participating in what prosecutors said was a “far-reaching conspiracy” to defraud municipal bond investments through bid rigging

By Doug Cubberley
Alternative mutual fund strategies set for rapid growth: Cerulli
ALTERNATIVES JUL 23, 2012
Alternative mutual fund strategies set for rapid growth: Cerulli

The latest research from Cerulli shows that money managers expect the assets they hold in alternative strategies to increase by at least 50% over the next three years

By Jeff Benjamin
ALTERNATIVES JUL 23, 2012
Don't overlook lagging managed futures as a risk hedge

Managed-futures strategies haven't been hot performers for at least two years, but asset flows and investor interest suggests the strategy is being viewed as a solid hedge against risk.

By Jeff Benjamin
Neuberger joins crowded — and pricey — multialternatives universe
ALTERNATIVES JUL 23, 2012
Neuberger joins crowded — and pricey — multialternatives universe

Firm launches fund overseen by eight managers; interest in alts starting to wane

By JKEPHART
When looking to commodities, consider long/short funds, ETFs
ALTERNATIVES JUL 23, 2012
When looking to commodities, consider long/short funds, ETFs

The wisdom of letting your manager worry about backwardation, contango when investing in commodities

By AOSTERLAND
ETFS JUL 22, 2012
Vanguard study rebuts Bogle's ETF fret

By JKEPHART
RETIREMENT PLANNING JUL 22, 2012
Life insurance guidelines could tie captive agents' hands

By Darla Mercado
RETIREMENT PLANNING JUL 22, 2012
Advisers prefer leaving alts in VAs to others

By Darla Mercado
ALTERNATIVES JUL 22, 2012
Alternative mutual fund strategies set for rapid growth, Cerulli says

By Jeff Benjamin
ALTERNATIVES JUL 22, 2012
MLP mutual funds: A bad wrap?

By Jeff Benjamin
KKR plans to offer retail funds to pursue debt investments
ALTERNATIVES JUL 20, 2012
KKR plans to offer retail funds to pursue debt investments

Will offer the KKR Alternative Corporate Opportunities Fund and the KKR Alternative High Yield Fund, according to SEC filings

By Doug Cubberley
When it comes to alts in VAs, advisers not DIYers: Jackson National
RETIREMENT PLANNING JUL 20, 2012
When it comes to alts in VAs, advisers not DIYers: Jackson National

Some 40% of new flows are going in Guidance Portfolios, a packaged strategy; 'counter-correlated sleeve'

By Darla Mercado