Investing

Displaying 13488 results
Where's the ETF that tracks pot stocks?
EQUITIES JUL 02, 2015
Where's the ETF that tracks pot stocks?

The national cannabis market is forecast to reach $10.8 billion in sales by 2019 and while there are exchange-traded funds for rare earth metals and for stocks headquartered in Nashville, there are no ETFs that track pot stocks.

By Bloomberg
Morningstar unveils active vs. passive performance comparison tool
MUTUAL FUNDS JUL 02, 2015
Morningstar unveils active vs. passive performance comparison tool

At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.

By Jeff Benjamin
Navigating illiquidity in municipal bonds
FIXED INCOME JUL 01, 2015
Navigating illiquidity in municipal bonds

Understanding the impact of the supply-demand behavior is much more critical than ever.

By Julio C. Bonilla
Yields skyrocket! Really?
FIXED INCOME JUL 01, 2015
Yields skyrocket! Really?

Everyone is talking about the rise in interest rates and suggesting that it is something to be worried about. But think again.

By Brian Andrew
Bond math is about to inflict some real pain on fixed-income investors
PRACTICE MANAGEMENT JUL 01, 2015
Bond math is about to inflict some real pain on fixed-income investors

<i>Breakfast with Benjamin</i>: Fixed-income investors are starting to feel the painful realities of bond math.

By Jeff Benjamin
Market reaction to Greece doesn't signal end of bull market
EQUITIES JUL 01, 2015
Market reaction to Greece doesn't signal end of bull market

Expect more volatility, but country isn't big enough to have lasting impact on eurozone

By Paul Schatz
El-Erian sees 85% chance of Greek exit, putting him at high end of Wall Street expectations
EMERGING MARKETS JUL 01, 2015
El-Erian sees 85% chance of Greek exit, putting him at high end of Wall Street expectations

Investors grow nervous ahead of July 5 snap-referendum on European aid plan.

By Bloomberg
Pimco executives say they've adapted to life after Bill Gross
FIXED INCOME JUL 01, 2015
Pimco executives say they've adapted to life after Bill Gross

Douglas Hodge and Daniel Ivascyn highlight Pimco's new areas of focus while speaking at the Morningstar Investment Conference.

By Jeff Benjamin
PRACTICE MANAGEMENT JUN 30, 2015
Top bond manager overseeing billions at J.P. Morgan takes leave

Douglas S. Swanson will step aside, starting Oct. 1.

By Trevor Hunnicutt
Liquidity, liquidity, liquidity are the three most important words for bonds
FIXED INCOME JUN 30, 2015
Liquidity, liquidity, liquidity are the three most important words for bonds

Anxiety over a lack of liquidity is skewing fixed-income markets in new and surprising ways.

By Bloomberg
EQUITIES JUN 29, 2015
Stock buybacks come under fire from politicians

<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'

By Jeff Benjamin
EQUITIES JUN 29, 2015
Crazy as it might sound, the new all-in bet is going long on Greek stocks

<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.

By Jeff Benjamin
Greek capital controls send ripples across global financial markets
EQUITIES JUN 29, 2015
Greek capital controls send ripples across global financial markets

<i>Breakfast with Benjamin</i>: Greece locks down its banks in a desperate attempt to prevent a public panic.

By Jeff Benjamin
What lies ahead for the market in the second half of the year
EQUITIES JUN 29, 2015
What lies ahead for the market in the second half of the year

Six investment experts discuss where the markets could be headed for the rest of 2015

By Jeff Benjamin
Pimco's Income Fund becomes the firm's new star
EQUITIES JUN 29, 2015
Pimco's Income Fund becomes the firm's new star

<i>Breakfast with Benjamin</i>: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?

By Jeff Benjamin
In latest test, active managers outperform bond indexes
PRACTICE MANAGEMENT JUN 29, 2015
In latest test, active managers outperform bond indexes

After a disappointing 2014, intermediate-term bond managers have found their footing.

By Trevor Hunnicutt
Bill Gross tweets and technical analysts get all giddy
EQUITIES JUN 29, 2015
Bill Gross tweets and technical analysts get all giddy

<i>Breakfast with Benjamin</i>: The bond manager tweets out a nerdy note that only technical analysts understand, but the translation is both bearish and fun.

By Jeff Benjamin
Pimco Total Return dumps most of its Treasuries ahead of selloff
FIXED INCOME JUN 29, 2015
Pimco Total Return dumps most of its Treasuries ahead of selloff

Fund's biggest position, at nearly 35% of the portfolio, is in mortgage-related securities; government debt cut to 8.5% of assets.

By Bloomberg
MUTUAL FUNDS JUN 28, 2015
The mutual fund marketplace is broken. Time to fix it.

Many share classes exist only to hide fees paid by mutual funds to brokers in exchange for feeding them business

By Dave Umstead and Jim Jasinski
PRACTICE MANAGEMENT JUN 26, 2015
Custodians' payments to RIAs for fund picks raise eyebrows

By Mason Braswell