Investing

Displaying 16203 results
ALTERNATIVES NOV 07, 2010
Refinance roulette can send clients spinning out of control

Financial advisers whose clients are calling and saying, “Hey, I see that rates have fallen 1% below my current rate; shouldn't I refinance?” may have to remind them that though a 1% drop is considered enough reason to refinance, the homeowner still has to pay closing costs, and if they are planning to move soon, they may leave the home before they reach the break-even point

By Richard J. Koreto
LIFE INSURANCE AND ANNUITIES NOV 07, 2010
Universal's joint problem: Low interest and lapse rates

Earnings reports for life insurers reveal a possible threat to future profitability: old books of universal life business.

By Darla Mercado
EMERGING MARKETS NOV 05, 2010
Mars Hill pulls back on emerging-markets bets

CIO Jason Huntley most concerned about rise in dollar, falloff in China

By Jessica Toonkel
Ken Fisher: Look for 16% post-election rally
EQUITIES NOV 03, 2010
Ken Fisher: Look for 16% post-election rally

The Standard & Poor's 500 Index may rally as much as 16 percent in the next six months because yesterday's election will stymie legislative initiatives in Congress, billionaire investor Kenneth Fisher said.

By Bloomberg
FIXED INCOME NOV 03, 2010
Goldilocks scenario triggers biggest debt gains since 2002

From Treasuries to bunds, and corporate bonds to mortgage securities, the world's fixed-income market is poised for its best year since 2002 as slow growth, tame inflation and record low interest rates create an almost perfect environment for debt investors.

By Bloomberg
FIXED INCOME NOV 03, 2010
Gridlock would buck up Treasuries, say bond investors

Republican control of House would curb Democrats' spending initiatives; economy might suffer, however

By Bloomberg
EMERGING MARKETS NOV 02, 2010
Time to short emerging-markets debt?

While much has been said about a possible bond bubble in the U.S., there may also be one brewing in certain sectors of the emerging-markets space, according to Michael Cirami, vice president and a global fixed-income portfolio manager at Eaton Vance Management.

By Jessica Toonkel
LIFE INSURANCE AND ANNUITIES OCT 31, 2010
Gauging clients' need for insurance beyond the house and car

Clients know that it is necessary to buy homeowners insurance and car insurance, but too many leave it at that

By Richard J. Koreto
FIXED INCOME OCT 31, 2010
American Century's MacEwen is betting on fixed income

To David MacEwen, the talk about the bond bubble is a lot of baloney

By Jessica Toonkel
EMERGING MARKETS OCT 29, 2010
Time to short debt in emerging markets, Eaton manager says

Although much has been said about a possible bond bubble in the United States, there also may be one brewing in certain parts of the emerging-markets sector, according to Michael Cirami, vice president and a global fixed-income portfolio manager at Eaton Vance Management

By Jessica Toonkel
RETIREMENT PLANNING OCT 29, 2010
Advisers face soaring health coverage costs

Escalating medical costs and increased expenses associated with the health care reform law are driving double-digit increases in health insurance premiums at many financial advisory firms

By Lisa Shidler
EMERGING MARKETS OCT 27, 2010
Real deal: Brazil stocks could rise 70% next year, says analyst

Brazil's stock market may surge as much as 70 percent to a record by the end of 2011 as low interest rates worldwide and “reasonable” valuations lure investors, according to JPMorgan Chase & Co.

By Bloomberg
El-Erian: Bond inflows too much of good thing
FIXED INCOME OCT 27, 2010
El-Erian: Bond inflows too much of good thing

Pacific Investment Management Co.'s Mohamed A. El-Erian said business is booming at the world's largest manager of bond funds and that isn't a good sign for the U.S. economy.

By Bloomberg
MUTUAL FUNDS OCT 27, 2010
Bruce Berkowitz: Banks worth a second look

Bruce Berkowitz is the founder and managing member of Fairholme Capital Management LLC, and is president and a director of Fairholme Funds Inc.

By MFXFeeder
EMERGING MARKETS OCT 27, 2010
One group that will survive the 'new normal': Pimco's El-Erian

Mohamed A. El-Erian, whose firm runs the world's biggest mutual fund, says sovereign wealth funds are poised to profit from a reshaping of the global economy known as the “new normal.”

By Bloomberg
MUTUAL FUNDS OCT 26, 2010
LPL's Kleintop: Why are individual investors on a 'buyers strike'?

U.S. stocks, as measured by the S&P 500, are up 15% in the three and a half months since the beginning of the second half of 2010

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 26, 2010
Transamerica to cease sales of fixed annuities via insurance brokers

Transamerica/Aegon has announced it will cease sales of fixed annuities through insurance brokers, starting Jan. 1.

By Darla Mercado
ALTERNATIVES OCT 26, 2010
Hottest alternative? Managed-futures funds, research shows

Managed-futures funds represent the most popular category among alternative strategies, according to the latest research from BarclayHedge Ltd.

By Jeff Benjamin
Vanguard drops fees, upping pressure on Fidelity
ETFS OCT 26, 2010
Vanguard drops fees, upping pressure on Fidelity

Vanguard reduces its rake for two million customers. The move, says one fund industry watcher, 'puts some heat' on rival Fidelity.

By John Goff
TD Ameritrade to offer commission-free ETF trades on 100 funds
ETFS OCT 26, 2010
TD Ameritrade to offer commission-free ETF trades on 100 funds

Brokerage TD Ameritrade has begun offering commission-free ETF trades on more than 100 different funds that have bee chosen by Morningstar.

By Dan Jamieson