Investing

Displaying 13487 results
Gundlach paints bearish outlook for 2016 investing
EQUITIES JAN 08, 2016
Gundlach paints bearish outlook for 2016 investing

One of the market's biggest bears says there's more bad news ahead.

By Bloomberg
DoubleLine's Gundlach calls unconstrained bond funds a 'gimmick' and constrained
MUTUAL FUNDS JAN 08, 2016
DoubleLine's Gundlach calls unconstrained bond funds a 'gimmick' and constrained

The money manager doesn't see a bright future for go-anywhere funds, with the notable exception of his own DoubleLine Flexible Income Fund.

By Jeff Benjamin
5 key takeaways from 2015 ETF flows
EQUITIES JAN 08, 2016
5 key takeaways from 2015 ETF flows

After taking in $238 billion in 2015, it's time for the annual reading of the fund flow tea leaves

By Bloomberg
The SEC has reduced the charges against SAC Capital's Steve Cohen
EQUITIES JAN 08, 2016
The SEC has reduced the charges against SAC Capital's Steve Cohen

<i>Breakfast with Benjamin</i>: SEC backs away from part of its charges, moving Steve Cohen a step closer to again managing outside capital.

By Jeff Benjamin
George Soros says global market volatility echoes 2008 crisis
EMERGING MARKETS JAN 07, 2016
George Soros says global market volatility echoes 2008 crisis

Global markets are facing a serious challenge that has similarities to the 2008 financial crisis, billionaire George Soros told an economic forum in Sri Lanka on Thursday.

By Bloomberg
Making sense of China's huge stock market selloff
EQUITIES JAN 07, 2016
Making sense of China's huge stock market selloff

The recent sharp selloff in Chinese stocks on the back of a very positive economic policy package from Beijing seems irrational.

By Chen Zhao
Massachusetts' Galvin to probe 'unprecedented decision' by Third Avenue fund
MUTUAL FUNDS JAN 07, 2016
Massachusetts' Galvin to probe 'unprecedented decision' by Third Avenue fund

Massachusetts' Securities Division sent out a subpoena Monday to look into the fund closure and liquidation plan.

By Bloomberg
SEC proposes rule to cap use of derivatives in mutual funds
ETFS JAN 07, 2016
SEC proposes rule to cap use of derivatives in mutual funds

Rule limiting fund leverage represents one of the most aggressive responses by regulators to risks exposed during the 2008 financial crisis

By Bloomberg
How to talk 'interest rate hike' with clients
PRACTICE MANAGEMENT JAN 07, 2016
How to talk 'interest rate hike' with clients

With the Fed likely to begin boosting its rate next week, advisers are preparing to answer a lot of questions &#8212; and preemptively communicating the move's impact.

By Liz Skinner
The challenge of keeping clients away from shiny new investing trends
ALTERNATIVES JAN 07, 2016
The challenge of keeping clients away from shiny new investing trends

A firsthand example of how hard it can be for investors to ignore something that looks exciting.

By crichards
As market volatility spikes, investors plan to lift allocation to alternatives: Survey
ALTERNATIVES JAN 07, 2016
As market volatility spikes, investors plan to lift allocation to alternatives: Survey

Pensco study finds SEC's crowdfunding rule likely to draw investors to more private equity-like vehicles.

By Laura Sanicola
FIXED INCOME JAN 07, 2016
George Soros pulls $500 million investment from Bill Gross fund

Redemption marks setback for the Janus fund manager, whose fund is down 1.2% this year.

By Bloomberg
FIXED INCOME JAN 06, 2016
The Fed shows its hawkish side

<i>Breakfast with Benjamin</i> The market is expecting two small hikes, but the Federal Reserve is suggesting that four rate hikes might be on the table in 2016.

By Jeff Benjamin
Clients hating you for their international funds? Here's how to cope
RIAS JAN 06, 2016
Clients hating you for their international funds? Here's how to cope

You know that international diversification is a wise move. After this week, your clients may need more convincing.

By John Waggoner
MUTUAL FUNDS JAN 06, 2016
Pimco's flagship fund finds December net inflows, thanks to some clever math

<i>Breakfast with Benjamin</i> Clever calculating that counted capital gains reinvestments as inflows gave Pimco's flagship fund its first month of inflows since April 2013.

By Jeff Benjamin
U.S. stocks plummet after China selloff
EMERGING MARKETS JAN 06, 2016
U.S. stocks plummet after China selloff

Amid triple-digit plunge, financial advisers fear volatility is the new norm.

By Bloomberg
EQUITIES JAN 06, 2016
Don't let fear cloud focus on China

What looks scary could be a good opportunity to increase exposure in the Chinese economy

By Nick Niziolek
ETF options juggernaut marches on amid market turmoil
EQUITIES JAN 04, 2016
ETF options juggernaut marches on amid market turmoil

As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.

By Bloomberg
EQUITIES JAN 04, 2016
No point in comparing Bill Gross' performance at Janus to what he did at Pimco

<i>Breakfast with Benjamin</i> While it might be tempting to pit the Bond King's new Janus fund against the Pimco Total Return Fund, they are different animals.

By Jeff Benjamin
SEC report revisits sting of unsolved Aug. 24 market slide
EQUITIES JAN 04, 2016
SEC report revisits sting of unsolved Aug. 24 market slide

That date still leaves some ETF fans shaking in their boots. The report tells us what happened, but not why or what to do to prevent future recurrences.

By Jeff Benjamin