Investing

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Schorsch's American Realty Capital lists REIT on New York Stock Exchange
ALTERNATIVES AUG 06, 2015
Schorsch's American Realty Capital lists REIT on New York Stock Exchange

REIT sponsor controlled by Nicholas Schorsch has its first liquidity event of the year, selling shares of Global Net Lease Inc. on the New York Stock Exchange.

By Bruce Kelly
EQUITIES AUG 05, 2015
Climate change could impact client portfolios

Advisers need to address environmental issues and how they will affect investments

By Liz Skinner
Closed-end funds could help advisers solve the dilemma of where to invest when rates go up
MUTUAL FUNDS AUG 05, 2015
Closed-end funds could help advisers solve the dilemma of where to invest when rates go up

Research finds that the overall level of closed-end fund discounts trumps interest rate changes.

By Eric Boughton
Hedge funds love these small-cap energy stocks – but they've been getting crushed
EQUITIES AUG 05, 2015
Hedge funds love these small-cap energy stocks – but they've been getting crushed

While little has been spared in the energy-securities selloff — oil, junk bonds and even Chinese equities have been hit — smaller stocks have been the worst off.

By Bloomberg
Donald Trump's investment portfolio a messy hodgepodge: advisers
EQUITIES AUG 05, 2015
Donald Trump's investment portfolio a messy hodgepodge: advisers

Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH&quot;" target="&quot;_blank&quot;" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>

By Trevor Hunnicutt
MUTUAL FUNDS AUG 04, 2015
RBC cutting expenses on four mutual funds to draw advisers, investors

Expense ratios to be cut between 39% and 44% for new and existing shareholders through October 2017.

By Jeff Benjamin
Puerto Rico's uncertain future leaves muni bond fund investors in limbo
MUTUAL FUNDS AUG 04, 2015
Puerto Rico's uncertain future leaves muni bond fund investors in limbo

All is not lost: 'You might get 90 cents on the dollar, or you might get 30 cents on the dollar.'

By Jeff Benjamin
Long/short equity, event-driven liquid alt funds top stocks in first half
ALTERNATIVES AUG 04, 2015
Long/short equity, event-driven liquid alt funds top stocks in first half

Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.

By Jessica Rabe
ETF trading tops U.S. GDP as turnover reaches 870% a year
ETFS AUG 04, 2015
ETF trading tops U.S. GDP as turnover reaches 870% a year

In the past 12 months investors traded $18.2 trillion worth of exchange-traded fund shares, which means the amount of dollars exchanging hands through ETFs is now more than the U.S. gross domestic product, which stands at $17.4 trillion.

By Bloomberg
ETFS AUG 04, 2015
Here's why advisers should avoid leveraged ETFs

The compounding effect in leveraged ETFs is a bit like a full moon. It's pretty when it happens, but it is the exception and not the norm. Normally, the daily resetting can hurt investors over longer holding periods. Gold miner ETFs offer a case study.

By Bloomberg
Lessons from a walk through the ETF graveyard
ETFS AUG 04, 2015
Lessons from a walk through the ETF graveyard

Although the exchange-traded product business is booming, that doesn't mean a lot of funds aren't being closed, which could be one sign of a healthy market.

By Ari I. Weinberg
ETFS AUG 04, 2015
ETF pioneer Ben Fulton launches torpedo at an idea he helped popularize

Former PowerShares executive says the exchange-traded fund world includes &#8220;some really ill-conceived ideas.&#8221;

By Trevor Hunnicutt
Puerto Rico's default could ripple through average Americans' portfolios
EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES AUG 03, 2015
New life insurance study debunks 'buy term, invest the difference'

Standard advice leaves many Americans underinsured and unprepared for retirement.

By Mary Beth Franklin
ETFS AUG 03, 2015
Bond ETFs suffer through a disappointing quarter

Fixed income funds suffer as investors see the Federal Reserve getting closer to raising rates

By Bloomberg
ALTERNATIVES AUG 03, 2015
Which is the easier question: How do you feel about liquid alts or how to regulate them?

It's easy to vilify liquid alts; it's much harder to draft the kind of regulation that allows an investor to make an informed decision about the risk-return profile of their investments.

By Mike West
ALTERNATIVES AUG 03, 2015
Options to invest in innovative technologies that address water shortages are limited

Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.

By Jeff Benjamin
ETFS AUG 03, 2015
Socially responsible strategies largely absent from ETF landscape

Among U.S.-listed exchange-traded products, 10 &#8220;socially responsible&#8221; products account for only $1.14 billion, or just 0.06% of ETP assets.

By Ari I. Weinberg
EQUITIES AUG 03, 2015
Make sustainable investing a New Year's resolution

Advisers can attract new clients if they keep abreast of the socially responsible investing trend.

By Lisa Woll
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed
EQUITIES JUL 31, 2015
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

Pandering move says plenty about the candidate and her economic sense.

By Jeff Benjamin