Investing

Displaying 16119 results
EQUITIES MAY 25, 2018
Safest assets provide no protection amid the brewing rate storm

As interest rates head higher, sectors such as investment-grade debt and consumer staples companies are taking it on the chin.

By Bloomberg
Late to the alternative-investment party
ALTERNATIVES MAY 25, 2018
Late to the alternative-investment party

JPMorgan is slashing its minimum on alts at a point when such investments are likely to see more modest returns.

By Nir Kaissar
MUTUAL FUNDS MAY 25, 2018
Tax reform boosts fund companies' bottom line

But will those tax savings lead to lower expense ratios?

By John Waggoner
RIA NEWS MAY 25, 2018
Former hedge fund CFO barred, ordered to pay $227,500 penalty

SEC alleged that Perry Gruss abetted cash moves at defunct D.B. Zwirn.

By Bloomberg
MUTUAL FUNDS MAY 24, 2018
Separating fact from fiction with fund investor behavior

The actions of fund investors speak louder than their words.

By William F. "Ted" Truscott
LIFE INSURANCE AND ANNUITIES MAY 23, 2018
Insurers are selling off old annuity business — what advisers need to know

Transactions pose inherent risks to policyholders, such as the buyer having a weak credit rating or increasing contract fees.

By Greg Iacurci
EMERGING MARKETS MAY 23, 2018
Smartphones, emerging markets are pockets of value in today's market

Investment experts worry about the longevity of the bull market.

By John Waggoner
ETFS MAY 22, 2018
As it gets easier to start an ETF, is there still a role for white-label fund firms?

Regulators are cutting the red tape involved, but firms say they can still help with setting up fund infrastructure.

By Bloomberg
ETFS MAY 22, 2018
Running this bond ETF is like solving a $55 billion Rubik's Cube

The world's biggest bond ETF tracks a benchmark that contains 9,917 bonds, many of them illiquid.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAY 22, 2018
Indexed annuity sales rise in Q1 as DOL fiduciary rule stalls

Variable annuity sales were down again, however.

By Greg Iacurci
ALTERNATIVES MAY 21, 2018
Gold bulls head for the exits on strong dollar, lack of fear

Even physical demand has been slowing.

By Bloomberg
The end of the Goldilocks credit markets?
OPINION MAY 21, 2018
The end of the Goldilocks credit markets?

Going forward, the fixed-income environment may favor more sophisticated active approaches, such as flexible 'best ideas' strategies.

By Gautam Khanna
EQUITIES MAY 21, 2018
Stock buybacks hit record, but is that a good thing?

Companies aren't noted for their savvy when it comes to buying back shares.

By John Waggoner
ETFS MAY 18, 2018
The Gradual Rise of Actively Managed ETFs

Only a few see big inflows; even Vanguard's offerings get little love from investors.

By John Waggoner
ALTERNATIVES MAY 17, 2018
JPMorgan Chase to make alt investments available to the many

Bank plans to slash minimum buy-in to $100,000 from $10 million.

By Bloomberg
RETIREMENT PLANNING MAY 17, 2018
Those in managed accounts, target-date funds get better returns than DIY investors

'Professionals pretty much everywhere will probably outperform amateurs.'

By Robert Steyer
EQUITIES MAY 16, 2018
Value funds could wake from long slumber

Growth has outperformed value in recent decades, but higher rates and more normal volatility levels could give value investments a boost.

By John Waggoner
RETIREMENT PLANNING MAY 16, 2018
Mass Mutual to hike some LTC premiums by 77%

Move will affect 54,000 policyholders with older policies.

By Bloomberg
FINTECH MAY 15, 2018
ETF flows show tech is back in vogue

The PowerShares QQQ Trust Series ETF took in more than $2 billion last week

By Bloomberg
ETFS MAY 14, 2018
Short-dated Treasury ETFs see huge inflows

Demand at short end could ease funding costs and make stocks look better by comparison.

By Bloomberg