Investing

Displaying 16181 results
EQUITIES JUL 14, 2015
Goldman's Cohn: Dream on if you think the Fed is hiking rates in September

<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.

By Jeff Benjamin
ETFS JUL 14, 2015
Merrill Lynch adds social impact portfolios to platform

Client demand leads wirehouse to create multi-asset vehicles that reflect investors' values

By Liz Skinner
ETFS JUL 13, 2015
Vanguard Group hires a smart beta expert from pioneer Research Affiliates

Index investing giant has challenged the marketing of smart beta funds. Now it's turning to someone whose research has helped those funds grow.

By Trevor Hunnicutt
Greece's latest problem is the IMF
EQUITIES JUL 13, 2015
Greece's latest problem is the IMF

<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.

By Jeff Benjamin
The toughest job in financial advice: Teaching economics to a presidential contender
RIA NEWS JUL 13, 2015
The toughest job in financial advice: Teaching economics to a presidential contender

<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.

By Jeff Benjamin
Advisers choosing hedge-style stock-pickers face 'beta' challenge
EQUITIES JUL 13, 2015
Advisers choosing hedge-style stock-pickers face 'beta' challenge

Closet indexing, market timing are among the risks in long-short equity: analysts.

By Trevor Hunnicutt
Active or passive? It depends where you work
ETFS JUL 13, 2015
Active or passive? It depends where you work

Over the past two years, confidence in passive investing has grown mainly among RIAs while other advisers primarily remain active.

By Ellie Zhu
Jeffrey Gundlach is riding out the Greek storm in Treasuries
RETIREMENT PLANNING JUL 13, 2015
Jeffrey Gundlach is riding out the Greek storm in Treasuries

<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.

By Jeff Benjamin
GMO's Grantham: Stocks near bubble, but there's nothing to pop it
EQUITIES JUL 13, 2015
GMO's Grantham: Stocks near bubble, but there's nothing to pop it

Money manager says the market still has room to run, but admits allocating assets in today's environment is not easy.

By Gregory Crawford
EMERGING MARKETS JUL 13, 2015
Stocks in Europe, Asia might be just getting started

As everyone knows, asset prices generally love quantitative easing, and Europe and Japan both have engaged in massive asset purchases.

By Scott Colyer
Real estate crowdfunding trend presents new challenges, opportunities for financial advisers
RIA NEWS JUL 12, 2015
Real estate crowdfunding trend presents new challenges, opportunities for financial advisers

The proliferation of digital platforms puts added emphasis on due diligence.

By Jeff Benjamin
Banks and speed traders faulted for huge Oct. 15 Treasury price swing
FIXED INCOME JUL 12, 2015
Banks and speed traders faulted for huge Oct. 15 Treasury price swing

Findings in a report by U.S. Treasury and other agencies could spark debate on Wall Street about whether a series of rules implemented under Dodd-Frank have reduced liquidity in the bond market.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 12, 2015
Freeing variable annuities from information overload

Time to allow summary prospectuses for VAs

By MFXFeeder
ALTERNATIVES JUL 12, 2015
Specialty REITs offer something for everyone

Niche firms focus on a single type of property

By Mason Braswell
REITs ranked by one-year total return
ALTERNATIVES JUL 12, 2015
REITs ranked by one-year total return

All the numbers behind top-performing real estate investment trusts

By InvestmentNews Data
Financial advisers tell clients to shrug off the Greek vote
EQUITIES JUL 10, 2015
Financial advisers tell clients to shrug off the Greek vote

Any market pullback is seen as a buying opportunity.

By Jeff Benjamin
Support grows for strengthening variable annuity disclosures
LIFE INSURANCE AND ANNUITIES JUL 10, 2015
Support grows for strengthening variable annuity disclosures

A so-called summary prospectus would provide information about the risks, costs and benefits of the complicated products in a streamlined manner.

By Mark Schoeff Jr.
Betting against the Federal Reserve a risky game
FIXED INCOME JUL 10, 2015
Betting against the Federal Reserve a risky game

Fixed income managers cut year-end estimates for Treasuries even as strong economic numbers raise chances of a rate hike this year.

By Bloomberg
ALTERNATIVES JUL 09, 2015
Citi to pay $180 million for hedge fund sales linked to Smith Barney

Citigroup has agreed to pay $180 million to settle charges tied to two hedge funds the SEC said were improperly marketed and sold by private bankers and Smith Barney brokers.

By Mason Braswell
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York
EQUITIES JUL 09, 2015
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York

Sydney-based money manager says average dual-listed company trades at half its price off the mainland.

By Bloomberg