Investing

Displaying 13488 results
Ex-JPMorgan banker partnered with his dad in a multi-year insider-trading ring
EQUITIES AUG 06, 2015
Ex-JPMorgan banker partnered with his dad in a multi-year insider-trading ring

<i>Breakfast with Benjamin</i> The banker was caught sharing insider information with his dad, who then used golf jargon to try and disguise the scheme.

By Jeff Benjamin
Stay calm and don't worry about the jobs report
EQUITIES AUG 06, 2015
Stay calm and don't worry about the jobs report

<i>Breakfast with Benjamin</i>: A modest change in employment data won't change the Fed's course.

By Jeff Benjamin
Pimco Total Return Fund suffered $2.5 billion drain from investors in July
MUTUAL FUNDS AUG 06, 2015
Pimco Total Return Fund suffered $2.5 billion drain from investors in July

Withdrawals mark 27th-straight month of outflows but pace continues to slow.

By Bloomberg
Emerging markets equities investors already halfway through a lost decade
EQUITIES AUG 06, 2015
Emerging markets equities investors already halfway through a lost decade

Emerging stock markets have been flat over past six years &amp;mdash; risks are commodity rout, China slowing and higher U.S. rates.

By Bloomberg
China's stock market freefall has only just begun
EQUITIES AUG 06, 2015
China's stock market freefall has only just begun

<i>Breakfast with Benjamin</i> China's stock market rout is being described as just the beginning, with some big moves still to come.

By Jeff Benjamin
Is it time to jump into energy stocks?
RIAS AUG 06, 2015
Is it time to jump into energy stocks?

<i>Breakfast with Benjamin</i>: If 13 weeks of falling energy-stock prices has you looking for an entry point, hold your fire: The sector is still very pricey.

By Jeff Benjamin
China, Greece no worries for investors who send stocks to big July gain
EQUITIES AUG 06, 2015
China, Greece no worries for investors who send stocks to big July gain

Investors shrugged off worries about China and Greece to send the S&amp;P 500 index up 2% last month to its biggest monthly gain since February as most companies reported better-than-expected profits.

By Bloomberg
Playing the stock index reshuffle game can cost investors
EQUITIES AUG 06, 2015
Playing the stock index reshuffle game can cost investors

A trend toward an old strategy of gaming the market by investing in stocks just before they are added to popular indexes such as the S&amp;P 500 that, by definition, index funds must track has become popular again. And it can be costly to investors.

By Jeff Benjamin
Schorsch's American Realty Capital lists REIT on New York Stock Exchange
ALTERNATIVES AUG 06, 2015
Schorsch's American Realty Capital lists REIT on New York Stock Exchange

REIT sponsor controlled by Nicholas Schorsch has its first liquidity event of the year, selling shares of Global Net Lease Inc. on the New York Stock Exchange.

By Bruce Kelly
EQUITIES AUG 05, 2015
Climate change could impact client portfolios

Advisers need to address environmental issues and how they will affect investments

By Liz Skinner
Closed-end funds could help advisers solve the dilemma of where to invest when rates go up
MUTUAL FUNDS AUG 05, 2015
Closed-end funds could help advisers solve the dilemma of where to invest when rates go up

Research finds that the overall level of closed-end fund discounts trumps interest rate changes.

By Eric Boughton
Hedge funds love these small-cap energy stocks – but they've been getting crushed
EQUITIES AUG 05, 2015
Hedge funds love these small-cap energy stocks – but they've been getting crushed

While little has been spared in the energy-securities selloff &amp;mdash; oil, junk bonds and even Chinese equities have been hit &amp;mdash; smaller stocks have been the worst off.

By Bloomberg
Donald Trump's investment portfolio a messy hodgepodge: advisers
EQUITIES AUG 05, 2015
Donald Trump's investment portfolio a messy hodgepodge: advisers

Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH&quot;" target="&quot;_blank&quot;" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>

By Trevor Hunnicutt
MUTUAL FUNDS AUG 04, 2015
RBC cutting expenses on four mutual funds to draw advisers, investors

Expense ratios to be cut between 39% and 44% for new and existing shareholders through October 2017.

By Jeff Benjamin
Puerto Rico's uncertain future leaves muni bond fund investors in limbo
MUTUAL FUNDS AUG 04, 2015
Puerto Rico's uncertain future leaves muni bond fund investors in limbo

All is not lost: 'You might get 90 cents on the dollar, or you might get 30 cents on the dollar.'

By Jeff Benjamin
Long/short equity, event-driven liquid alt funds top stocks in first half
ALTERNATIVES AUG 04, 2015
Long/short equity, event-driven liquid alt funds top stocks in first half

Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.

By Jessica Rabe
ETF trading tops U.S. GDP as turnover reaches 870% a year
ETFS AUG 04, 2015
ETF trading tops U.S. GDP as turnover reaches 870% a year

In the past 12 months investors traded $18.2 trillion worth of exchange-traded fund shares, which means the amount of dollars exchanging hands through ETFs is now more than the U.S. gross domestic product, which stands at $17.4 trillion.

By Bloomberg
ETFS AUG 04, 2015
Here's why advisers should avoid leveraged ETFs

The compounding effect in leveraged ETFs is a bit like a full moon. It's pretty when it happens, but it is the exception and not the norm. Normally, the daily resetting can hurt investors over longer holding periods. Gold miner ETFs offer a case study.

By Bloomberg
Lessons from a walk through the ETF graveyard
ETFS AUG 04, 2015
Lessons from a walk through the ETF graveyard

Although the exchange-traded product business is booming, that doesn't mean a lot of funds aren't being closed, which could be one sign of a healthy market.

By Ari I. Weinberg
ETFS AUG 04, 2015
ETF pioneer Ben Fulton launches torpedo at an idea he helped popularize

Former PowerShares executive says the exchange-traded fund world includes &#8220;some really ill-conceived ideas.&#8221;

By Trevor Hunnicutt