Client demand leads wirehouse to create multi-asset vehicles that reflect investors' values
Index investing giant has challenged the marketing of smart beta funds. Now it's turning to someone whose research has helped those funds grow.
<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.
<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.
Closet indexing, market timing are among the risks in long-short equity: analysts.
Over the past two years, confidence in passive investing has grown mainly among RIAs while other advisers primarily remain active.
<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.
Money manager says the market still has room to run, but admits allocating assets in today's environment is not easy.
As everyone knows, asset prices generally love quantitative easing, and Europe and Japan both have engaged in massive asset purchases.
The proliferation of digital platforms puts added emphasis on due diligence.
Findings in a report by U.S. Treasury and other agencies could spark debate on Wall Street about whether a series of rules implemented under Dodd-Frank have reduced liquidity in the bond market.
Niche firms focus on a single type of property
All the numbers behind top-performing real estate investment trusts
Any market pullback is seen as a buying opportunity.
Fixed income managers cut year-end estimates for Treasuries even as strong economic numbers raise chances of a rate hike this year.
Citigroup has agreed to pay $180 million to settle charges tied to two hedge funds the SEC said were improperly marketed and sold by private bankers and Smith Barney brokers.
Sydney-based money manager says average dual-listed company trades at half its price off the mainland.
Investors stick with $22.6 billion fund as famed manager calls reason for negative returns temporary phenomenon.
It's a diverse category not correlated to traditional asset classes, but high fees and lack of liquidity equate to too much risk.
<i>Breakfast with Benjamin</i>: China gets low marks for how it's trying to save its equity markets by preventing the sale of stocks.
