Investing

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ALTERNATIVES MAY 13, 2008
Upscale homebuilder’s orders down 44%

Toll Brothers reported double-digit declines in new home orders, revenue and home prices in its second quarter.

By Bloomberg
FIXED INCOME MAY 13, 2008
SEC eyes JPMorgan on muni bidding

A Wells notice focuses on the firm's "bidding of various financial instruments associated with municipal securities."

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
High oil prices fuel Brazil's ethanol boom

Record-setting oil prices are driving investments in Brazil's bustling sugar cane ethanol industry.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 12, 2008
Bank-owned life insurance at record levels

Bank-owned life insurance hit $120.4 billion in assets in 2007, up 15.9% from the previous year, according to Michael White Associates LLC.

By Bloomberg
ALTERNATIVES MAY 12, 2008
Hedge funds win in California

California has backed away from a controversial proposal to regulate hedge funds under strong opposition from its hedge fund industry.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
The merits of small companies

Although U.S. investors have poured billions into international stock investments in recent years, most have overlooked international small- and mid-cap stocks.

By Bloomberg
ALTERNATIVES MAY 12, 2008
MSIM launches $4B infrastructure fund

The private-equity fund is part of a move to invest in sectors that haven’t been hit by the credit crunch.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
Advisers, investors put faith in Catholic funds

The market may be drifting, but many of America's 60 million Roman Catholics are sure of the investment path they have chosen: mutual funds guided by Catholic ethical and moral principles.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
Advisers are wary of retirement income funds

As fund companies experiment with retirement income solutions, financial advisers and investors are worried about products that are designed to leave participants with a zero balance.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
New fund offers technology twist to alternative energy investment

Amid concerns about rising energy costs, Firsthand Capital Management Inc. is widening its focus on technology to include alternative energy.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 12, 2008
Insurance carriers gear up for VA product season

As the weather heats up in May, so does the competition among insurance carriers that are releasing new features for their variable annuities.

By Bloomberg
RETIREMENT PLANNING MAY 12, 2008
ICI meeting covers use of alternatives in funds

The use of alternative hedge-fund-like strategies within mutual funds was a hot topic of discussion last week at the Investment Company Institute's 50th annual general membership meeting in Washington.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
Micro-cap funds may present an opportunity

Micro-cap stocks are beaten down to the point where the mutual funds that invest in them are starting to see new opportunities.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 12, 2008
Report: AIG unit mulls split

One of American International Group Inc.’s units is considering splitting from the insurer, The Wall Street Journal reported.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 09, 2008
American International Group, Allianz

AIG reported a net loss of $7.81 billion, or $3.09 per diluted share, for the first quarter of the year.

By Bloomberg
ALTERNATIVES MAY 09, 2008
Advisers debate alternative investments

Advisers may see increasing numbers of mutual fund products that include alternative-investment strategies.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 09, 2008
States take shots at STOLI

Oklahoma and Connecticut have passed bills to discourage stranger-originated life insurance practices.

By Bloomberg
ALTERNATIVES MAY 08, 2008
Hedge funds bounce back

Hedge funds gained ground in April, rebounding from a rough March, according to industry indicators.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 08, 2008
Conseco to pay $2.3M for bad practices

Regulators discovered lapses in the company’s long-term-care insurance claims and complaints processing.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 08, 2008
Conseco to pay $2.3M for bad practices

Regulators discovered lapses in the company’s long-term-care insurance claims and complaints processing.

By Bloomberg