Investing

Displaying 16135 results
EQUITIES SEP 05, 2017
Major events set stormy tone for financial markets in September

After a long stretch of calm, market-watchers brace for 'bumpy' ride.

By Bloomberg
PRACTICE MANAGEMENT SEP 01, 2017
Fund industry swats down fee suits, but they keep appealing

Many of the cases concentrate on subadvisor fees.

By John Waggoner
EMERGING MARKETS SEP 01, 2017
Bulls see room to run after 8-month gain in emerging markets

Developing nations' equities poised for their best year since 2009

By Bloomberg
FIXED INCOME SEP 01, 2017
Junk bonds face wave of supply just as investors turn sour

Will cheaper prices entice buyers or will summer's slump continue?

By Bloomberg
LIFE INSURANCE AND ANNUITIES SEP 01, 2017
Harvey may be among the world's most costly recent catastrophes

Risk modeler estimates up to $90 billion in losses

By Bloomberg
OPINION SEP 01, 2017
Advice to drive your dividend income strategy

By Melda Mergen, Managing Director, Head of Equities
MUTUAL FUNDS AUG 31, 2017
SEC names Dalia Blass director of investment management

Ms. Blass returns to the agency, where she previously worked for more than a decade, to run a division with influence over fiduciary duty.

By Mark Schoeff Jr.
ALTERNATIVES AUG 31, 2017
Why gold is less of a haven these days

Monetary policies and cryptocurrencies have eroded its traditional function

By Mohamed A. El-Erian
EQUITIES AUG 30, 2017
Keeping client assets safe in an increasingly unsafe world

Bonds, gold and cash are good short-term hedges, but how will they fare against "deep risk" events?

By John Waggoner
DoubleLine Capital's tale of two Jeffreys
FIXED INCOME AUG 29, 2017
DoubleLine Capital's tale of two Jeffreys

Jeffrey Sherman brings outsized gains for DoubleLine Capital, earning praise from company co-founder Gundlach

By Bloomberg
EMERGING MARKETS AUG 28, 2017
Wall Street veterans signal warning on emerging market risks

Emerging-market bonds are currently yielding less than U.S. junk debt.

By Bloomberg
EQUITIES AUG 28, 2017
Hurricanes could be one reason September is such a stinker for stocks

Tuition and taxes two other possible reasons why the ninth month is the worst for equities.

By John Waggoner
EQUITIES AUG 28, 2017
Pension funds expected to shift as much as $1trillion from stocks to bonds: Wells Fargo

Analyst says pensions will move to lock in gains and reduce risk over next five years .

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 24, 2017
DOL fiduciary rule driving fundamental shift in variable annuity market

A dramatic shift in the market share of IRA-sold versus non-qualified variable annuities is starting to play out.

By Greg Iacurci
MUTUAL FUNDS AUG 24, 2017
Invesco said to mull ETF-only Guggenheim deal

Buying just the exchange-traded funds would add $36 billion in assets to its PowerShares family

By InvestmentNews
FIXED INCOME AUG 24, 2017
Big U.S. banks could see profits jump 20% with deregulation

Allowing bond purchases with borrowed funds would have the biggest impact

By Bloomberg
RETIREMENT PLANNING AUG 24, 2017
Retiree health care costs up 6%, new study finds

A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.

By Bloomberg
MUTUAL FUNDS AUG 24, 2017
Gundlach faces battle to keep his bond star from fading

The DoubleLine manager's fund has barely beat its benchmark over the last three years

By Nir Kaissar
EQUITIES AUG 24, 2017
Tech bubble just talk — for now

But technology stocks could fall just as hard, or harder, than the S&P 500 in a broad market downturn.

By John Waggoner
RETIREMENT PLANNING AUG 23, 2017
Despite misleading ads, annuities can be critical for lifetime income planning

Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.

By Greg Cicotte