Investing

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EMERGING MARKETS MAY 20, 2015
Puerto Rico investors sue UBS for $4.5 million

Claim says UBS mismanaged a trust to keep monies invested in closed-end bond funds.

By Mason Braswell
George Soros pitches a currency move to prevent a third world war
EQUITIES MAY 19, 2015
George Soros pitches a currency move to prevent a third world war

<i>Breakfast with Benjamin</i>: The billionaire investor is calling on the United States to allow China's currency to join the International Monetary Fund's basket of currencies.

By Jeff Benjamin
Gold bulls celebrate the strongest run since January
EQUITIES MAY 19, 2015
Gold bulls celebrate the strongest run since January

<i>Breakfast with Benjamin</i> Gold enjoys its best performance since January as the dollar's run takes a breather.

By Jeff Benjamin
Investors jump into European stocks hoping for another QE ride
EQUITIES MAY 19, 2015
Investors jump into European stocks hoping for another QE ride

Record inflows raising concerns of a 'crowded trade'

By Jeff Benjamin
ALTERNATIVES MAY 18, 2015
Assets in world's largest gold fund slump 48% to lowest level since financial crisis

Demand evaporates as stocks rally, investors prepare for higher U.S. interest rates.

By Bloomberg
Goldman Sachs says the bull market is getting long in the tooth
EQUITIES MAY 18, 2015
Goldman Sachs says the bull market is getting long in the tooth

<i>Breakfast with Benjamin</i>: Goldman Sachs analysts believe stocks' most recent record high could be the last for a while.

By Jeff Benjamin
Private equity stalwart Pomona Capital launches fund for smaller investors, joining ranks of Carlyle, Altegris
ALTERNATIVES MAY 18, 2015
Private equity stalwart Pomona Capital launches fund for smaller investors, joining ranks of Carlyle, Altegris

New fund, limited to accredited investors, will target the secondary PE market.

By Jeff Benjamin
EQUITIES MAY 15, 2015
Why it's time to believe the hype behind ESG investing

Studies show socially conscious investing principles positively affect long-term, risk-adjusted returns.

By Thomas Hoops
ETFS MAY 14, 2015
Eaton Vance dismisses BlackRock remarks on NextShares

CEO Faust calls remarks by BlackRock executives skeptical of the future of NextShares, an exchange-traded successor to mutual funds, 'off base.'

By Trevor Hunnicutt
Fidelity fights back against 'active share'
MUTUAL FUNDS MAY 14, 2015
Fidelity fights back against 'active share'

Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.

By Trevor Hunnicutt
MUTUAL FUNDS MAY 13, 2015
Mutual fund companies blend into unwashed mass for consumers

In 'grave strategic error,' mutual fund managers have allowed their products to be commoditized, a new report finds, but not all firms are suffering. <i>(Don't miss: <a href="//www.investmentnews.com/gallery/20150401/FREE/401009999/PH&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The first quarter's best and worst mutual fund groups</a>)</i>

By Jeff Benjamin
Gross fund netted $58 million in April
MUTUAL FUNDS MAY 12, 2015
Gross fund netted $58 million in April

Former bond king's fund at Janus Capital Group attracted a big chunk of new investor money in April, before the fund was hit by a selloff in bonds.

By Bloomberg
Bill Gross says 35-year bull market in stocks and bonds coming to an end
EQUITIES MAY 12, 2015
Bill Gross says 35-year bull market in stocks and bonds coming to an end

Janus money manager says attempt by global central banks to cure a debt crisis with more debt doesn't have much further to run.

By Bloomberg
MUTUAL FUNDS MAY 12, 2015
The best- and worst-performing target date funds

The winners and losers of the first quarter of 2015

By Bloomberg
ETFS MAY 12, 2015
Reading the tea leaves of exchange-traded funds

<i>Breakfast with Benjamin:</i> Does ETF flow data show anything more than who's up and who's down? You better believe it.

By Jeff Benjamin
Bill Gross' Janus fund draws big bucks as performance picks up
MUTUAL FUNDS MAY 12, 2015
Bill Gross' Janus fund draws big bucks as performance picks up

With another $6.8 million from new investors in March, Janus Global Unconstrained Bond Fund reaches $1.5B in assets.

By Bloomberg
FINTECH MAY 11, 2015
Vanguard plans to offer digital marketing tool for advisers

Largest mutual fund manager hopes that the tool will enhance relationships for and with advisers.

By Trevor Hunnicutt
F-Squared still struggling in wake of SEC charges
ETFS MAY 11, 2015
F-Squared still struggling in wake of SEC charges

Asset management firm laid off 25% of its staff last week

By Trevor Hunnicutt
Your clients might need some hand-holding for that first rate hike
EQUITIES MAY 10, 2015
Your clients might need some hand-holding for that first rate hike

<i>Breakfast with Benjamin</i> There's no harm in helping investors better understand what it means for them when the Fed starts to tighten interest rates.

By Jeff Benjamin
FIXED INCOME MAY 10, 2015
Alan Greenspan warns of another taper tantrum when the Fed lifts interest rates

<i>Breakfast with Benjamin</i> What's going to happen to the markets when the Fed pulls the interest rate hike trigger? Alan Greenspan has an idea, and it's not pretty.

By Jeff Benjamin