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Private equity manager Blackstone breaks into mutual fund business with First Eagle buy
MUTUAL FUNDS AUG 19, 2015
Private equity manager Blackstone breaks into mutual fund business with First Eagle buy

Fund company ranked in Top 10 most trusted fund firms in recent report.

By Bloomberg
Third time lucky for ETF entrepreneur with cybersecurity fund
FINTECH AUG 18, 2015
Third time lucky for ETF entrepreneur with cybersecurity fund

Timing is key as fund, with the ticker symbol HACK, launched just before the Sony Pictures computer network was broken into.

By Bloomberg
Hotels owned by Schorsch's nontraded REIT found to be in disrepair
ALTERNATIVES AUG 18, 2015
Hotels owned by Schorsch's nontraded REIT found to be in disrepair

Safety and maintenance issues found at five hotels owned by American Realty Capital Hospitality Trust.

By Bruce Kelly
Publicly traded home-rental firms suffer stock declines as investors grow impatient
ALTERNATIVES AUG 18, 2015
Publicly traded home-rental firms suffer stock declines as investors grow impatient

Landlords backed by private equity shop Blackstone and others avoid capital markets.

By Bloomberg
Myths about the Investment Company Act on its 75th anniversary
OPINION AUG 18, 2015
Myths about the Investment Company Act on its 75th anniversary

It's time to set straight misconceptions about the law that regulates mutual funds and other investment companies.

By Matthew P. Fink
Precidian goes back to SEC for approval of active ETF plan
ETFS AUG 18, 2015
Precidian goes back to SEC for approval of active ETF plan

A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.

By Trevor Hunnicutt
Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise
EQUITIES AUG 17, 2015
Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise

China's Shenzhen Composite Index, having more than doubled in 2015, began declining about a week after the legendary bond manager made a prediction that Chinese stocks were overheated and poised to fall, and it has since plunged about 27%.

By Bloomberg
Asset managers beat the bushes to woo reclusive family offices
RETIREMENT PLANNING AUG 17, 2015
Asset managers beat the bushes to woo reclusive family offices

They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.

By Bloomberg
How much China is in your fund?
EQUITIES AUG 14, 2015
How much China is in your fund?

Many investors obtain direct exposure to China through diversified emerging market mutual funds and ETFs. Do you know your exposure?

By Todd Rosenbluth
ALTERNATIVES AUG 14, 2015
Forget gold, oil could be on its way back to $100

<i>Breakfast with Benjamin:</i> The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.

By Jeff Benjamin
Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management
MUTUAL FUNDS AUG 14, 2015
Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management

Mutual fund firm plans strategic income and multiasset income funds that will include portion dedicated to total return strategy run by Apollo.

By Bloomberg
EQUITIES AUG 14, 2015
Time to rethink gold?

<i>Breakfast with Benjamin:</i> Contrarians, listen up. Janet Yellen's optimism about the U.S. economy is making gold speculators the least bullish on record.

By Jeff Benjamin
Bill Gross recommended shorting China stocks but didn't pull the trigger
EQUITIES AUG 14, 2015
Bill Gross recommended shorting China stocks but didn't pull the trigger

Bill Gross, who recommended shorting the Chinese stock market last month before it plunged, didn't actually do the trade. Instead he wagered against both the S&amp;P 500 emerging market currencies.

By Bloomberg
Bill Gross on co-founding Pimco: 'I just wanted to run money and be famous'
FIXED INCOME AUG 14, 2015
Bill Gross on co-founding Pimco: 'I just wanted to run money and be famous'

At Pimco, Bill Gross built a reputation as the world's best bond trader. Now, at Janus Capital, he's managing a much smaller fund &amp;mdash; all while being measured against his younger self.

By Bloomberg
The S&P 500 Index is giving investors plenty of international exposure
EQUITIES AUG 13, 2015
The S&P 500 Index is giving investors plenty of international exposure

<i>Breakfast with Benjamin:</i> Companies in the S&amp;P 500 are generating less and less of their income in the U.S., which means investors might have more exposure to international markets than they think.

By Jeff Benjamin
RETIREMENT PLANNING AUG 13, 2015
Oil needs to keep falling to find its supply balance

<i>Breakfast with Benjamin:</i> An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.

By Jeff Benjamin
Unwinding the Fed's giant bond portfolio might not hurt much
EQUITIES AUG 13, 2015
Unwinding the Fed's giant bond portfolio might not hurt much

<i>Breakfast with Benjamin:</i> For bond investors worried about what might happen when the Fed starts whittling down its $2.46 trillion of Treasuries, there's good news.

By Jeff Benjamin
Edward Jones: Stick to the classic bond flavors when rates rise
ALTERNATIVES AUG 13, 2015
Edward Jones: Stick to the classic bond flavors when rates rise

While alts have risen in popularity as a way to hedge Fed action, their usefulness is overstated, says strategist

By Trevor Hunnicutt
Rally in big company stocks testing mettle of smart beta fans
EQUITIES AUG 13, 2015
Rally in big company stocks testing mettle of smart beta fans

Amazon.com, Google and other megacap companies driving market-weighted indexes while equal-weighted compatriots are falling behind.

By Bloomberg
Do fund sales predict fund performance?
MUTUAL FUNDS AUG 12, 2015
Do fund sales predict fund performance?

A new study looks at the evidence and finds a link between flows and performance. The question is why.

By Trevor Hunnicutt