Investing

Displaying 16176 results
Buy-and-hold strategy tested by market volatility
EQUITIES SEP 10, 2015
Buy-and-hold strategy tested by market volatility

Fighting the temptation to try and time the market pays off in the long run.

By Jeff Benjamin
ETFS SEP 10, 2015
Vanguard, once thwarted, launches a muni-bond rival to BlackRock's iShares

A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.

By Trevor Hunnicutt
DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout
EMERGING MARKETS SEP 10, 2015
DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout

Jeffrey Gundlach's $48.2 billion DoubleLine Total Return Bond Fund returned 0.7% over the past month while his peers showed losses.

By Bloomberg
Muni bonds are poised to shine as rates move higher
ETFS SEP 10, 2015
Muni bonds are poised to shine as rates move higher

Tax-exempt category is actually benefiting from the dark cloud hanging over it.

By Jeff Benjamin
FIXED INCOME SEP 09, 2015
OppenheimerFunds says Puerto Rico can pay its debts; governor says no

Puerto Rico's governor says the island's $72 billion debt load is too big to pay. OppenheimerFunds, the largest mutual-fund holder of the bonds, disagrees.

By Bloomberg
Risk parity: The real culprit behind the market's madness
ALTERNATIVES SEP 08, 2015
Risk parity: The real culprit behind the market's madness

Stocks have been murdered, and China seems to have been caught red-handed. But some financial luminaries are pointing to a surprising defendant: the risk-parity strategy pioneered by hedge fund manager Ray Dalio. Who's guilty?

By Bloomberg
Advisers scramble to head off sticker shock from clients over ugly August account statements
EQUITIES SEP 08, 2015
Advisers scramble to head off sticker shock from clients over ugly August account statements

As stocks continue to slide, advisers scramble to head off sticker shock from clients over ugly August account statements.

By Jeff Benjamin
NextShares wins its first adviser platform partner with Envestnet
INDEPENDENT BROKER DEALERS SEP 08, 2015
NextShares wins its first adviser platform partner with Envestnet

Envestnet has agreed to make NextShares, a unique hybrid of mutual funds and ETFs, available to some of its 41,000 affiliated financial advisers, delivering Eaton Vance its first distribution partner for the product.

By Trevor Hunnicutt
ETFS SEP 08, 2015
Legg Mason wants to build 'better' ETFs

Money manager asks the SEC for permission to build exotic funds.

By Trevor Hunnicutt
MUTUAL FUNDS SEP 06, 2015
Cash in spotlight amid sell-off

Advisers must be prepared to give reasoned answers about moving to cash during market volatility.

By MFXFeeder
If August was bad, September could be worse for the markets
EQUITIES SEP 05, 2015
If August was bad, September could be worse for the markets

September is the worst month for markets, historically. Here's what you should be thinking about.

By Bloomberg
Pimco minus Bill Gross equals outflows
RIA NEWS SEP 04, 2015
Pimco minus Bill Gross equals outflows

<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.

By Jeff Benjamin
The next REIT privatization wave is underway
EQUITIES SEP 04, 2015
The next REIT privatization wave is underway

<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.

By Jeff Benjamin
Federal Reserve may wait a long time for second rate hike
FIXED INCOME SEP 04, 2015
Federal Reserve may wait a long time for second rate hike

Bill Gross says if the Fed raises interest rates this month, policy makers are increasingly likely to wait at least six months before a second hike. Market measures indicate the wait may be twice that long.

By Bloomberg
Pension giants out of sync with alternative investments
EQUITIES SEP 04, 2015
Pension giants out of sync with alternative investments

Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.

By Jeff Benjamin
RETIREMENT PLANNING SEP 04, 2015
Fidelity throws its weight behind longevity annuities

The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href=&quot;http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter&quot; target=&quot;_blank&quot;>Top 10 annuity sellers in the second quarter.</a>)</i>

By Trevor Hunnicutt
Health care costs can derail retirement plans
RETIREMENT PLANNING SEP 04, 2015
Health care costs can derail retirement plans

Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.

By Mary Beth Franklin
How advisers can benefit as the cost of private-equity investing is driven down
ALTERNATIVES SEP 04, 2015
How advisers can benefit as the cost of private-equity investing is driven down

Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.

By Rory Eakin
Massachusetts' Galvin to investigate alternative fund sales by advisers
RIA NEWS SEP 04, 2015
Massachusetts' Galvin to investigate alternative fund sales by advisers

Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.

By Trevor Hunnicutt
EQUITIES SEP 03, 2015
Playing volatility with ETFs a risky game

With the recent wild market swings, it is not surprising people are talking about VIX exchange-traded products, which track derivatives on an index that goes up when there is fear in the market. But it can be risky.

By Eric Balchunas