Investing

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ALTERNATIVES AUG 14, 2015
Forget gold, oil could be on its way back to $100

<i>Breakfast with Benjamin:</i> The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.

By Jeff Benjamin
Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management
MUTUAL FUNDS AUG 14, 2015
Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management

Mutual fund firm plans strategic income and multiasset income funds that will include portion dedicated to total return strategy run by Apollo.

By Bloomberg
EQUITIES AUG 14, 2015
Time to rethink gold?

<i>Breakfast with Benjamin:</i> Contrarians, listen up. Janet Yellen's optimism about the U.S. economy is making gold speculators the least bullish on record.

By Jeff Benjamin
Bill Gross recommended shorting China stocks but didn't pull the trigger
EQUITIES AUG 14, 2015
Bill Gross recommended shorting China stocks but didn't pull the trigger

Bill Gross, who recommended shorting the Chinese stock market last month before it plunged, didn't actually do the trade. Instead he wagered against both the S&amp;P 500 emerging market currencies.

By Bloomberg
Bill Gross on co-founding Pimco: 'I just wanted to run money and be famous'
FIXED INCOME AUG 14, 2015
Bill Gross on co-founding Pimco: 'I just wanted to run money and be famous'

At Pimco, Bill Gross built a reputation as the world's best bond trader. Now, at Janus Capital, he's managing a much smaller fund &amp;mdash; all while being measured against his younger self.

By Bloomberg
The S&P 500 Index is giving investors plenty of international exposure
EQUITIES AUG 13, 2015
The S&P 500 Index is giving investors plenty of international exposure

<i>Breakfast with Benjamin:</i> Companies in the S&amp;P 500 are generating less and less of their income in the U.S., which means investors might have more exposure to international markets than they think.

By Jeff Benjamin
RETIREMENT PLANNING AUG 13, 2015
Oil needs to keep falling to find its supply balance

<i>Breakfast with Benjamin:</i> An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.

By Jeff Benjamin
Unwinding the Fed's giant bond portfolio might not hurt much
EQUITIES AUG 13, 2015
Unwinding the Fed's giant bond portfolio might not hurt much

<i>Breakfast with Benjamin:</i> For bond investors worried about what might happen when the Fed starts whittling down its $2.46 trillion of Treasuries, there's good news.

By Jeff Benjamin
Edward Jones: Stick to the classic bond flavors when rates rise
ALTERNATIVES AUG 13, 2015
Edward Jones: Stick to the classic bond flavors when rates rise

While alts have risen in popularity as a way to hedge Fed action, their usefulness is overstated, says strategist

By Trevor Hunnicutt
Rally in big company stocks testing mettle of smart beta fans
EQUITIES AUG 13, 2015
Rally in big company stocks testing mettle of smart beta fans

Amazon.com, Google and other megacap companies driving market-weighted indexes while equal-weighted compatriots are falling behind.

By Bloomberg
Do fund sales predict fund performance?
MUTUAL FUNDS AUG 12, 2015
Do fund sales predict fund performance?

A new study looks at the evidence and finds a link between flows and performance. The question is why.

By Trevor Hunnicutt
How to not get gobbled up when the next bear market arrives
EQUITIES AUG 12, 2015
How to not get gobbled up when the next bear market arrives

<i>Breakfast with Benjamin</i>: Avoid these investing missteps when the next bear rumbles through the market.

By Jeff Benjamin
Don't wait till year-end to offer tax tips to high-net-worth clients
PRACTICE MANAGEMENT AUG 12, 2015
Don't wait till year-end to offer tax tips to high-net-worth clients

Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.

By Joyce Schnur
EQUITIES AUG 12, 2015
Which presidential candidate is most like you

By Ellie Zhu
Falling commodity prices draw speculators and speculation
EQUITIES AUG 12, 2015
Falling commodity prices draw speculators and speculation

Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.

By Jeff Benjamin
Investors flee nontraditional bond funds at the worst possible time
ALTERNATIVES AUG 12, 2015
Investors flee nontraditional bond funds at the worst possible time

Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.

By Jeff Benjamin
Pimco says regulators considering action over Total Return ETF valuations
FIXED INCOME AUG 12, 2015
Pimco says regulators considering action over Total Return ETF valuations

The bond manager said regulators are looking into how the firm valued some mortgage-backed securities in the exchange-traded fund version of its flagship Fund.

By Bloomberg
Investors in unconstrained bond funds capturing less than half of returns: Morningstar
MUTUAL FUNDS AUG 12, 2015
Investors in unconstrained bond funds capturing less than half of returns: Morningstar

Advisers need to provide better guidance so that clients get into &amp;mdash; and out of &amp;mdash; nontraditional bond funds at the right times.

By Trevor Hunnicutt
ALTERNATIVES AUG 11, 2015
China in the bull shop

As China sorts through a serious market plunge and economic contraction, overexposure can slice into gains

By MFXFeeder
China's dilemma: Is it 1987 or 1929?
EMERGING MARKETS AUG 11, 2015
China's dilemma: Is it 1987 or 1929?

If Chinese policymakers don't alter course soon, the current correction could turn into a stock market plunge similar to what happened in the United States in 1929.

By Scott Minerd