Investing

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New alt investments online platform attacks hedge fund fees
ALTERNATIVES JUN 12, 2015
New alt investments online platform attacks hedge fund fees

HedgeCoVest targets retail investors and advisers, who will be able to allocate and liquidate clients' SMAs at any time, without typical hedge fund gate provisions.

By Alessandra Malito
EQUITIES JUN 11, 2015
Icahn says Apple shares worth $240, 86% more than they are today

Billionaire activist investor says the market continues to misunderstand the maker of iPhones and iPads, which should buy back more of its stock.

By Bloomberg
The bond markets are mysteriously losing liquidity
EQUITIES JUN 10, 2015
The bond markets are mysteriously losing liquidity

<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.

By Jeff Benjamin
With one quarter down, Bob Doll still likes his 2015 outlook
EQUITIES JUN 10, 2015
With one quarter down, Bob Doll still likes his 2015 outlook

He plans to get by with a lot of help from consumers

By Jeff Benjamin
Latest Obamacare ruling could spark a sell-off in health care sector stocks
EQUITIES JUN 09, 2015
Latest Obamacare ruling could spark a sell-off in health care sector stocks

Sudden volatility could create short-term buying opportunity.

By Jeff Benjamin
How Fed policy is wrecking the bond market
EQUITIES JUN 09, 2015
How Fed policy is wrecking the bond market

<i>Breakfast with Benjamin</i>: Welcome to the upside-down world of too much liquidity creating illiquidity.

By Jeff Benjamin
Salient Partners designs liquid alts strategy with advisers in mind
MUTUAL FUNDS JUN 09, 2015
Salient Partners designs liquid alts strategy with advisers in mind

Waiting for a market pullback so alts can strut their stuff.

By Jeff Benjamin
It's time for retirees to start bracing for higher interest rates
EQUITIES JUN 09, 2015
It's time for retirees to start bracing for higher interest rates

<i>Breakfast with Benjamin</i>: Even if the Fed isn't sure when they'll occur, retirees should be bracing for rising interest rates.

By Jeff Benjamin
Defying market logic, small-cap funds ride the strong dollar to beat large caps
EQUITIES JUN 09, 2015
Defying market logic, small-cap funds ride the strong dollar to beat large caps

Some advisers are getting in on the rally, but others are staying diversified.

By Jeff Benjamin
The next big worry is that the Fed already missed its chance to raise rates
EQUITIES JUN 08, 2015
The next big worry is that the Fed already missed its chance to raise rates

<i>Breakfast with Benjamin</i>: More Fed handwringing is coming, as concern that the Fed already missed its chance to raise rates persists.

By Jeff Benjamin
Apple's Tim Cook is the new bond king
FIXED INCOME JUN 08, 2015
Apple's Tim Cook is the new bond king

Apple Inc., led by CEO Tim Cook, and other tech giants have joined the ranks of the biggest buyers of corporate debt, a market traditionally dominated by the likes of Pimco, BlackRock and Vanguard.

By Bloomberg
Investors pull $13 million from Bill Gross' fund at Janus
MUTUAL FUNDS JUN 05, 2015
Investors pull $13 million from Bill Gross' fund at Janus

May marks second month of redemptions since money manager joined after bolting Pimco last year

By Bloomberg
Financial advisers are putting ETFs in the driver's seat
EQUITIES JUN 05, 2015
Financial advisers are putting ETFs in the driver's seat

Mutual fund popularity fades as the bull market lives on.

By Jeff Benjamin
Stock buybacks, now propping up the market, could become a victim of rising interest rates
EQUITIES JUN 05, 2015
Stock buybacks, now propping up the market, could become a victim of rising interest rates

The end of aggressive repurchase plans could be the end of the market's run.

By Jeff Benjamin
ETFS JUN 04, 2015
Mashups reach the exchange-traded crowd

ETF issuers act like Dr. Frankenstein and combine popular strategies hoping the result will be greater than the sum of its parts.

By Bloomberg
The no-growth first quarter doesn't take a rate hike off the table
EQUITIES JUN 04, 2015
The no-growth first quarter doesn't take a rate hike off the table

Still blaming the weather and the strong dollar for the economy's sluggishness, advisers see Fed Chairwoman Yellen in a pickle.

By Jeff Benjamin
EQUITIES JUN 04, 2015
China, and the world's hottest stock exchange, beckons for American investors

Advisers must weigh risks against rewards of investing in the high-flying Chinese stock market.

By Trevor Hunnicutt
Meredith Whitney says she's done managing other people's money
ALTERNATIVES JUN 03, 2015
Meredith Whitney says she's done managing other people's money

After resolving dispute with big investor, celebrity banking analyst describes stint running her own fund as &quot;highly unfortunate.&quot;

By Bloomberg
Major benchmark punts on adding China's booming markets to global indexes
EMERGING MARKETS JUN 03, 2015
Major benchmark punts on adding China's booming markets to global indexes

MSCI says it will open the door to the world's hottest stock market, just not yet.

By Trevor Hunnicutt
Fiduciary safe harbor for index funds faces uphill battle
ETFS JUN 03, 2015
Fiduciary safe harbor for index funds faces uphill battle

Labor Department proposal faces fund industry opposition and some supporters say safe harbor for index fund sales is unlikely.

By Trevor Hunnicutt