Investing

Displaying 13492 results
EQUITIES JUL 25, 2016
REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing

Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.

By Jeff Benjamin
FIXED INCOME JUL 24, 2016
The Fed sits on its hands

Plus: Buying at the top, saving for retirement or else, and good funds with short track records

By Jeff Benjamin
Eaton Vance fund loads up on cash after making 15% during bond rally
MUTUAL FUNDS JUL 24, 2016
Eaton Vance fund loads up on cash after making 15% during bond rally

Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney

By Bloomberg
Take 5: Nuveen's Bob Doll says active managers can beat the indexes
MUTUAL FUNDS JUL 22, 2016
Take 5: Nuveen's Bob Doll says active managers can beat the indexes

Five candid responses on his annual predictions, Donald Trump's campaign, active management, low yields, and reading up on Christian best practices.

By John Waggoner
EQUITIES JUL 22, 2016
Investors pour into junk bond ETFs, signaling more upside for stocks

<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.

By Jeff Benjamin
EQUITIES JUL 22, 2016
Jeffrey Gundlach's 'Bond King' crown comes into question

Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers

By Jeff Benjamin
FIXED INCOME JUL 21, 2016
Bond investors should be sweating a looming Treasury glut

Plus: The real cost of socially responsible investing, how to invest in bonds, and qualified charitable distributions

By Jeff Benjamin
More money managers think U.S. equities overvalued: Northern Trust
EQUITIES JUL 21, 2016
More money managers think U.S. equities overvalued: Northern Trust

Forty-six percent of managers now believe U.S. stocks are overvalued, according to the investment manager's survey.

By Meaghan Kilroy
EQUITIES JUL 21, 2016
Step aside bears, the market's next growth mode is kicking in

<i>Breakfast with Benjamin</i> It's a brighter growth outlook, not low rates, that's fueling the latest rally.

By Jeff Benjamin
Fund flows in June: Fidelity, Franklin Templeton hit with biggest outflows
MUTUAL FUNDS JUL 21, 2016
Fund flows in June: Fidelity, Franklin Templeton hit with biggest outflows

Vanguard, BlackRock funds see the biggest inflows, largely because they're the largest providers of passively managed funds.

By John Waggoner
Hottest emerging-markets funds spice things up with Latin America
MUTUAL FUNDS JUL 21, 2016
Hottest emerging-markets funds spice things up with Latin America

Brandes, Invesco funds add a helping of Brazil.

By John Waggoner
Building bond ladders for a low-interest-rate world
EQUITIES JUL 21, 2016
Building bond ladders for a low-interest-rate world

Some advisers tweak the model, others remain pure.

By Jeff Benjamin
EQUITIES JUL 21, 2016
Why it does and doesn't matter if fund managers invest in their own funds

<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.

By Jeff Benjamin
Why the DOL fiduciary rule will lead to more ETF innovation
OPINION JUL 21, 2016
Why the DOL fiduciary rule will lead to more ETF innovation

Asset managers must expand the depth and breadth of their offerings&#160;to become more relevant and differentiated.

By Thomas Hoops
Don't lump all younger high-net-worth clients together
EQUITIES JUL 20, 2016
Don't lump all younger high-net-worth clients together

Advisers should recognize and capitalize on the different needs and priorities of Gen X versus millennials.

By Tanvi Acharya
EQUITIES JUL 18, 2016
Goldman says U.S. investors should keep their portfolios local

Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress

By Jeff Benjamin
EQUITIES JUL 18, 2016
The fiduciary conundrum of charging lower fees for bond allocations

<i>Breakfast with Benjamin</i> Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?

By Jeff Benjamin
Trouble ahead? Stock and bond markets sending divergent signals
EQUITIES JUL 18, 2016
Trouble ahead? Stock and bond markets sending divergent signals

Treasury yields hit the floor while stocks hope for the best.

By Jeff Benjamin
EQUITIES JUL 18, 2016
Brexit forces a dovish Fed into cowering mode

<i>Breakfast with Benjamin</i> Following the Brexit, the Fed is now sheepishly tilting toward a rate cut.

By Jeff Benjamin
BlackRock starts off subdued earnings season for fund companies
MUTUAL FUNDS JUL 15, 2016
BlackRock starts off subdued earnings season for fund companies

By John Waggoner