Investing

Displaying 17147 results
EQUITIES APR 17, 2018
Morgan Stanley warns of potential market downside

Equities are likely to put in a cyclical top later this year, analysts argue.

By Bloomberg
ALTERNATIVES APR 17, 2018
Will global macro finally shine?

Such funds may be poised to shine as the market cycle shifts from calm to increasing uncertainty.

By Joseph Burns
OPINION APR 17, 2018
Using smart beta in an outcomes-oriented portfolio

Before incorporating strategic beta products in a client's portfolio, advisers must understand the challenges at hand and the desired outcome

By Mannik S. Dhillon
RETIREMENT PLANNING APR 16, 2018
Plan advisers, consultants question value of managed accounts

Respondents to PIMCO survey say target-date funds offer better value.

By Robert Steyer
LIFE INSURANCE AND ANNUITIES APR 16, 2018
AXA reverses course on variable annuity buyout

Insurer had planned an offer to holders of its Accumulator Series variable annuity

By Greg Iacurci
MUTUAL FUNDS APR 13, 2018
Investors flee high-yield bond funds and ETFs

Investors flee high-yield bonds as interest rates rise.

By John Waggoner
LIFE INSURANCE AND ANNUITIES APR 13, 2018
Insurers still grappling with costly variable-annuity promises

AXA Equitable and Ohio National have recently tried switching consumers out of VAs with rich benefits through buyouts and exchanges.

By Greg Iacurci
EMERGING MARKETS APR 12, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

By John Waggoner
RETIREMENT PLANNING APR 12, 2018
Guaranteed income tops boomers' retirement wish list

Those who work with an adviser are most likely to buy an annuity.

By Mary Beth Franklin
MUTUAL FUNDS APR 12, 2018
Growth in BlackRock ETFs likely to slow

Company is trying to diversify into higher-fee alternatives, build out tech platform.

By Bloomberg
EMERGING MARKETS APR 12, 2018
Boring stocks outperforming by most in two years

Plain-vanilla stocks tend to outperform the market, and emerging-market funds are getting a boost.

By Bloomberg
ALTERNATIVES APR 12, 2018
JPMorgan Chase sued for charging 'sky-high' fees for crypto purchases

Bank gave no notice that it was changing policy to treat crypto buys as cash advances.

By Bloomberg
MUTUAL FUNDS APR 12, 2018
Sector that's been hosed for five years finally sees light of day

Oil prices are rising, and that's good news for energy funds.

By John Waggoner
EQUITIES APR 11, 2018
Riskiest funds fare best over time — but can you keep clients in them?

30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.

By John Waggoner
RETIREMENT PLANNING APR 11, 2018
Insurers' 401(k) record keepers gain big share in small, midsize markets

Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.

By Greg Iacurci
EQUITIES APR 11, 2018
Earnings season only pouring 'fuel on fire' for stocks

Upcoming reports on companies' profits may fail to fulfill high expectations.

By Bloomberg
ETFS APR 11, 2018
Do investors know Barclays is shutting their ETN?

Holders remain in 50 exchange-traded notes the British bank will close Thursday

By Bloomberg
LIFE INSURANCE AND ANNUITIES APR 11, 2018
Finra fines Park Avenue Securities $300,000 over variable annuity sales

Also censures firm, which agrees to review its supervision practices.

By Bloomberg
ETFS APR 10, 2018
Pacer rolls out ETF that invests in veteran-friendly employers

Vets still have a higher unemployment rate than the general population.

By John Waggoner
EQUITIES APR 10, 2018
U.S. target-date funds have strong home-country equity bias

Mercer survey of 68 TDF series finds assets grew 30.8% in 2017.

By Meaghan Kilroy