Investing

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Goldman, JPMorgan go Jekyll and Hyde on state of the markets
EQUITIES JAN 25, 2016
Goldman, JPMorgan go Jekyll and Hyde on state of the markets

<i>Breakfast with Benjamin</i> Near simultaneous reports illustrate how confused Wall Street is by the current market environment.

By Jeff Benjamin
Buckle in for cheap oil and keep buying that cheap gasoline
EQUITIES JAN 25, 2016
Buckle in for cheap oil and keep buying that cheap gasoline

An oil-price bottom is the most we can hope for at this point.

By Jeff Benjamin
Legg Mason joins the smart-beta ETF space, without calling it that
EQUITIES JAN 25, 2016
Legg Mason joins the smart-beta ETF space, without calling it that

The firm joins Goldman, JP Morgan and John Hancock by jumping into the ETF space with passive strategies based on proprietary quantitative research.

By Jeff Benjamin
RETIREMENT PLANNING JAN 24, 2016
Warming up to ESG funds in 401(k)s

Plan advisers might not fully understand the rules regarding ESG investments

By MFXFeeder
EQUITIES JAN 22, 2016
U.S. stocks add to a global rally in equities

Turnaround in sentiment comes amid signs central banks may be prepared to act

By Bloomberg
Loomis Sayles is bullish on junk debt
MUTUAL FUNDS JAN 22, 2016
Loomis Sayles is bullish on junk debt

Bond shop betting on an oil-price recovery.

By Jeff Benjamin
SEC warning could lower mutual fund fees paid to brokers
PRACTICE MANAGEMENT JAN 22, 2016
SEC warning could lower mutual fund fees paid to brokers

The agency issued guidance to directors saying they should install a process to evaluate whether administrative fees are being used to encourage distribution.

By Mark Schoeff Jr.
SEC's Mary Jo White rips bill to ease restrictions on BDCs
ALTERNATIVES JAN 22, 2016
SEC's Mary Jo White rips bill to ease restrictions on BDCs

Despite SEC chairwoman's concerns over leverage and impact on individual investors, backers hope legislation will pass because of bipartisan support.

By Mark Schoeff Jr.
Investors thinking about retirement should understand BDCs
OPINION JAN 22, 2016
Investors thinking about retirement should understand BDCs

Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.

By Michael Kelly
EMERGING MARKETS JAN 20, 2016
Bond funds offer some comfort in stock rout

You may never have thought that your clients would thank you for putting them into bond funds &#8211; until now.

By John Waggoner
Some big diversified stock funds in full bear mode
EQUITIES JAN 20, 2016
Some big diversified stock funds in full bear mode

Some experts point to a collapse in small-cap stocks as a harbinger of doom for the broad market.

By John Waggoner
Trump's bubble predictions are for losers
EQUITIES JAN 20, 2016
Trump's bubble predictions are for losers

According to Barry Ritholtz, whether we are in a bubble has yet to be determined, but Donald Trump is most certainly not the first to cry wolf.

By Barry Ritholtz
Moody's puts 175 ratings on review for possible downgrade after commodities rout
FIXED INCOME JAN 19, 2016
Moody's puts 175 ratings on review for possible downgrade after commodities rout

Royal Dutch Shell, Total SA and BP, Europe's three biggest oil producers, were among 175 energy and mining companies whose credit ratings were placed on review for possible downgrade by Moody's Investors Service after cutting its forecasts for crude prices.

By wsiew
EMERGING MARKETS JAN 19, 2016
The world is increasing its focus on China's currency devaluation

<i>Breakfast with Benjamin</i> The world is increasing its focus on China's currency devaluation, but it's key to keep the yuan in perspective.

By Jeff Benjamin
U.S. stocks close lower after late-day rally
EQUITIES JAN 19, 2016
U.S. stocks close lower after late-day rally

Equities surged back to pare the biggest one-day selloff in five months.

By Bloomberg
Stock market slide has financial advisers buying low, rebalancing
EQUITIES JAN 19, 2016
Stock market slide has financial advisers buying low, rebalancing

Though most aren't ready to call a bottom, many are taking advantage of the pullbacks.

By Jeff Benjamin
Emerging markets now in bear territory
EMERGING MARKETS JAN 19, 2016
Emerging markets now in bear territory

Emerging markets funds are in a bear market. If you've put your clients in such a fund, the thing to do is keep your expenses low and explain your strategy carefully to clients.

By John Waggoner
Morgan Stanley: Oil may fall to $20 as U.S. dollar appreciates
EMERGING MARKETS JAN 19, 2016
Morgan Stanley: Oil may fall to $20 as U.S. dollar appreciates

A rapid appreciation of the U.S. dollar may send Brent oil to as low as $20 a barrel, according to Morgan Stanley.

By Bloomberg
Legg Mason in exclusive talks to buy Clarion Partners
ALTERNATIVES JAN 19, 2016
Legg Mason in exclusive talks to buy Clarion Partners

Deal said to value real estate investment manager at $850M

By Bloomberg
EQUITIES JAN 17, 2016
Investing in India is gaining appeal with advisers

The world's seventh-largest economy is gaining appeal with advisers, and investors are salivating over the country's rich demographics.

By Jeff Benjamin