<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.
Researcher cites four examples of extreme market moves that failed to derail the recovery.
Once the exclusive domain of institutional investors, alternatives have become widely available to advisers and investors. They've gained popularity in large part because they promise diversification beyond traditional stocks and bonds.
Funds that won money from Pimco lag Bill Gross' replacements this year, but advisers say it will take more than a few months of outperformance to win back their business.
With the stock market's correction no longer a matter of if, some market watchers and financial advisers have taken to preaching a sense of calm as investors hunker down for a heretofore rare bout of volatility, not a bear market.
Big gains in Sears, St. Joe help $5.9 billion fund avoid heavy losses as stocks drop.
<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.
Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?
Financial advisers would be wise to bone up on the asset class because they'll be getting sales pitches.
Bond market liquidity is drying up — something every investor and financial adviser should take seriously. But liquidity risk can also provide an additional source of returns.
A fund with a limited number of stocks might outperform in volatile markets
They're less expensive than their U.S. counterparts and can lower portfolio volatility.
Intraday trading is makes exchange-traded funds special but can also make them dangerous, market players say.
Regulator says Finra and MSRB should issue rules 'requiring the disclosure of mark-ups and mark-downs.'
<i>Breakfast with Benjamin</i>: All the messy stock market turmoil of the past few weeks has created a sweet opportunity in the closed-end funds space.
Reducing downside risk as traditional strategies bite the dust amid market meltdown.
<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach thinks that as painful as it's been over the past week, the markets still need a thorough housecleaning.
<i>Breakfast with Benjamin</i>: William Dudley, president of the New York Fed, says delaying a rate hike until 2016 'will be awkward.'
<i>Breakfast with Benjamin</i>: Now that the dust has started to settle, China's stock market meltdown doesn't seem all that awful.
A long-anticipated move by the Fed to raise interest rates next month would be “very strange,” given the volatility rocking financial markets, according to the top bond strategist for Charles Schwab's retail research unit.
