Investing

Displaying 13475 results
Northern Trust: Managers remain optimistic on U.S. economy
EQUITIES APR 20, 2015
Northern Trust: Managers remain optimistic on U.S. economy

Outlook on eurozone is somewhat upbeat, survey shows.

By Rob Kozlowski
EQUITIES APR 20, 2015
Why 'smart beta' strategies deserve all the attention and assets they're attracting

Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios

By Dave Donnelly
Hedge fund bulls go big on oil
EQUITIES APR 20, 2015
Hedge fund bulls go big on oil

<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?

By Jeff Benjamin
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta
EQUITIES APR 20, 2015
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

Fixed-income foundation pushed fund to the top of the large-value category.

By Jeff Benjamin
Morgan Stanley CEO James Gorman rakes in the big bucks
EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

By Jeff Benjamin
ARCP shareholder calls for new board in wake of accounting scandal
ALTERNATIVES APR 20, 2015
ARCP shareholder calls for new board in wake of accounting scandal

Twin Securities CEO David Simon said in a letter on Tuesday that he has &quot;deep reservations&quot; about the existing board and their ties to Nicholas Schorsch.

By Bloomberg
FIXED INCOME APR 19, 2015
How to avoid the 'grit your teeth and bear it' bond strategy

Guggenheim launches new salvo in bond laddering method of investing for a rising rate environment with a few wrinkles.

By Jeff Benjamin
State Street gets the cold shoulder from financial advisers
RIAS APR 19, 2015
State Street gets the cold shoulder from financial advisers

<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.

By Jeff Benjamin
Don't let duration blind your analyses of bonds
FIXED INCOME APR 19, 2015
Don't let duration blind your analyses of bonds

Applying the same set of tools for all fixed-income options will lead to confusion, bad investments and disappointment.

By Jason Brady
ETFS APR 19, 2015
ETF performance by the numbers

How ETFs are faring compared to mutual funds, which ETF companies are winning (and losing) and which investment categories investors are favoring

By Ellie Zhu
If you tread at all into the energy sector, tread lightly
EQUITIES APR 19, 2015
If you tread at all into the energy sector, tread lightly

It has become the ultimate stock-pickers market

By Jeff Benjamin
CEOs are passing the buck to the strength of the buck
EQUITIES APR 17, 2015
CEOs are passing the buck to the strength of the buck

<i>Breakfast with Benjamin</i>: No longer blaming earnings shortfalls on the weather, CEOs are now passing the buck to the strong dollar.

By Jeff Benjamin
BlackRock shrinks money market lineup, affecting $200B in assets
EQUITIES APR 17, 2015
BlackRock shrinks money market lineup, affecting $200B in assets

<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.

By Jeff Benjamin
ALTERNATIVES APR 16, 2015
Finra arbitrators award couple $16.6 million from BNP Paribas

In longest-running arbitration case in 20 years, panel rules leveraged derivative investment was unsuitable.

By Liz Skinner
CEOs are worried about bond liquidity. Should you be?
FIXED INCOME APR 16, 2015
CEOs are worried about bond liquidity. Should you be?

Prudential Investment Management CEO David Hunt echoes JPMorgan's Jamie Dimon in warning about shortage of U.S. Treasuries.

By Bloomberg
Bracing for the Greek exit
EQUITIES APR 15, 2015
Bracing for the Greek exit

<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.

By Jeff Benjamin
In Labor Department's fiduciary proposal, a nod to passive investing
RETIREMENT PLANNING APR 15, 2015
In Labor Department's fiduciary proposal, a nod to passive investing

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.

By Trevor Hunnicutt
Point-Counterpoint: In the battle between active and passive management, which style wins?
EQUITIES APR 15, 2015
Point-Counterpoint: In the battle between active and passive management, which style wins?

The answer to which strategy is best will depend on the scenario in question.

By Darla Mercado
The trouble with emerging and frontier markets indexes
EMERGING MARKETS APR 15, 2015
The trouble with emerging and frontier markets indexes

In spite of all the turmoil and risk, emerging markets are growing. Rapidly.

By Kevin Carter
Bill Gross says he will short the German bund, eventually
ALTERNATIVES APR 14, 2015
Bill Gross says he will short the German bund, eventually

<i>Breakfast with Benjamin</i>: Bill Gross calls out the 10-year German bund, but you'll want to wait more than a year for the end of Europe's easing.

By Jeff Benjamin