Investing

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Chinese stocks go from a sell to a buy just like that
EQUITIES NOV 03, 2015
Chinese stocks go from a sell to a buy just like that

<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

By Jeff Benjamin
EQUITIES NOV 03, 2015
Top stock forecaster Birinyi says more market gains ahead

Well-known investor Laszlo Birinyi, who has defied market pessimists throughout the 6 1/2-year bull market, says there's more money to be made in the stock market.

By Bloomberg
RETIREMENT PLANNING NOV 03, 2015
Active target date managers make tweaks ahead of Fed rate hike

Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.

By Greg Iacurci
Pimco builds an alternatives business as bond turmoil grabs the headlines
ALTERNATIVES NOV 03, 2015
Pimco builds an alternatives business as bond turmoil grabs the headlines

Unit focused on real estate and distressed debt is a bright spot in the firm's quest for profitability and growth.

By Bloomberg
BlackRock to manage $87 billion money market assets for Bank of America
MUTUAL FUNDS NOV 02, 2015
BlackRock to manage $87 billion money market assets for Bank of America

Deal comes as big banks grapple with new SEC regulations that force institutional prime funds to adopt a floating share price.

By Bloomberg
If clients are fed up with the U.S., consider a second citizenship
EQUITIES NOV 02, 2015
If clients are fed up with the U.S., consider a second citizenship

Citizenship by investment is a growing method that allows high-net-worth clients to shield their assets from the U.S. government.

By Nuri Katz
RETIREMENT PLANNING NOV 01, 2015
The best- and worst-performing target date funds

Ranking funds through the third quarter of 2015

By Bloomberg
EQUITIES OCT 31, 2015
The Fed's monetary policy is making income inequality even worse

<i>Breakfast with Benjamin</i>: The numbers are in, and it turns out the $12.4 trillion worth of quantitative easing has only worsened inequality.

By Jeff Benjamin
SEC passes crowdfunding rule, giving retail investors new access to startups
EQUITIES OCT 31, 2015
SEC passes crowdfunding rule, giving retail investors new access to startups

Funding model is based on platforms such as those developed by Kickstarter Inc. and Indiegogo Inc. that allow entrepreneurs, artists and engineers to solicit donations for projects ranging from virtual-reality headsets to music festivals

By Bloomberg
FIXED INCOME OCT 30, 2015
Investors, bond market warm to December rate increase

Comments from Fed chair Janet Yellen and solid October jobs report has futures traders betting on sooner rather than later hike.

By Bloomberg
EQUITIES OCT 30, 2015
Jobs report has the bond market on edge

<i>Breakfast with Benjamin</i>: The specific things to watch for in today's jobs report that could influence the Fed's decision on interest rates.

By Jeff Benjamin
The Fed has lost all credibility with the bond market
EQUITIES OCT 29, 2015
The Fed has lost all credibility with the bond market

<i>Breakfast with Benjamin</i>: The bond market appears uninterested in the Fed's subtle hints of a looming rate hike next month, or the month after that, or someday, maybe, eventually.

By Jeff Benjamin
The time is now to consider alts ahead of Fed rate hike
ALTERNATIVES OCT 29, 2015
The time is now to consider alts ahead of Fed rate hike

To buffer clients' portfolios ahead of a rising-rate environment, financial advisers should consider allocating to liquid alternative strategies.

By Greg Iacurci
Cruz and Rubio come out on top after third Republican debate
PRACTICE MANAGEMENT OCT 28, 2015
Cruz and Rubio come out on top after third Republican debate

<i>Breakfast with Benjamin:</i> Another debate full of heated clashes &amp;mdash; including with the moderators &amp;mdash; but the candidates who rose to the top were not the usual suspects.

By Jeff Benjamin
Smart-beta managers call out active managers on transparency
ALTERNATIVES OCT 28, 2015
Smart-beta managers call out active managers on transparency

Smart-beta funds offer investors more transparency because they must announce rule changes ahead of time.

By Greg Iacurci
EQUITIES OCT 28, 2015
Like it or not, the U.S. economy does better with a Democrat in the White House

<i>Breakfast with Benjamin</i>: The economy has historically done better with a Democrat in the White House. Why that is remains a mystery.

By Jeff Benjamin
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns
EQUITIES OCT 28, 2015
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns

The new model includes private equity, venture capital, activist investing, gold, timber and collectibles

By Jeff Benjamin
Investors facing the dark side of MLP investing
EQUITIES OCT 28, 2015
Investors facing the dark side of MLP investing

Poor performance could send the income-generating category back to direct investing, where it belongs.

By Jeff Benjamin
EQUITIES OCT 27, 2015
The flip side of a strong October for stocks is usually a weak finish for the year

<i>Breakfast with Benjamin</i>: When October's bad, it's usually historically so. But when it's a good month for stocks, the rest of the year is usually a real stinker.

By Jeff Benjamin
Markets got you confused? You're not alone
EQUITIES OCT 27, 2015
Markets got you confused? You're not alone

Over the past few weeks, Credit Suisse's global equity strategist has met with customers in the U.S., Europe, and Asia. The takeaway is that everyone is baffled.

By Bloomberg