Investing

Displaying 16181 results
How to explain alternatives' place in portfolios to your clients
ALTERNATIVES JUL 02, 2015
How to explain alternatives' place in portfolios to your clients

By viewing alternatives through the lens of the three primary colors, they can be demystified

By Thomas Hoops
Classic car prices have surged but investing in them is another story
ALTERNATIVES JUL 02, 2015
Classic car prices have surged but investing in them is another story

Author of report on classic cars as alternative investment calls sector 'exceptionally' complex.

By Deborah Nason
Where's the ETF that tracks pot stocks?
EQUITIES JUL 02, 2015
Where's the ETF that tracks pot stocks?

The national cannabis market is forecast to reach $10.8 billion in sales by 2019 and while there are exchange-traded funds for rare earth metals and for stocks headquartered in Nashville, there are no ETFs that track pot stocks.

By Bloomberg
Bill Gross adds voice to chorus warning of liquidity crunch for fund investors
EQUITIES JUL 02, 2015
Bill Gross adds voice to chorus warning of liquidity crunch for fund investors

Bond manager says most investors have yet to be tested with a long-term downtrend and that's when liquidity will be an issue.

By Bloomberg
Morningstar unveils active vs. passive performance comparison tool
MUTUAL FUNDS JUL 02, 2015
Morningstar unveils active vs. passive performance comparison tool

At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.

By Jeff Benjamin
Growing consumer demand for health care and Social Security advice
RETIREMENT PLANNING JUL 02, 2015
Growing consumer demand for health care and Social Security advice

Report shows an opportunity for advisers with this expertise.

By Mary Beth Franklin
Navigating illiquidity in municipal bonds
FIXED INCOME JUL 01, 2015
Navigating illiquidity in municipal bonds

Understanding the impact of the supply-demand behavior is much more critical than ever.

By Julio C. Bonilla
Yields skyrocket! Really?
FIXED INCOME JUL 01, 2015
Yields skyrocket! Really?

Everyone is talking about the rise in interest rates and suggesting that it is something to be worried about. But think again.

By Brian Andrew
Bond math is about to inflict some real pain on fixed-income investors
PRACTICE MANAGEMENT JUL 01, 2015
Bond math is about to inflict some real pain on fixed-income investors

<i>Breakfast with Benjamin</i>: Fixed-income investors are starting to feel the painful realities of bond math.

By Jeff Benjamin
Market reaction to Greece doesn't signal end of bull market
EQUITIES JUL 01, 2015
Market reaction to Greece doesn't signal end of bull market

Expect more volatility, but country isn't big enough to have lasting impact on eurozone

By Paul Schatz
What same-sex couples should know about Medicare
RETIREMENT PLANNING JUL 01, 2015
What same-sex couples should know about Medicare

More gay couples than ever will have access to Medicare benefits, but certain rules apply.

By Katy Votava
El-Erian sees 85% chance of Greek exit, putting him at high end of Wall Street expectations
EMERGING MARKETS JUL 01, 2015
El-Erian sees 85% chance of Greek exit, putting him at high end of Wall Street expectations

Investors grow nervous ahead of July 5 snap-referendum on European aid plan.

By Bloomberg
Pimco executives say they've adapted to life after Bill Gross
FIXED INCOME JUL 01, 2015
Pimco executives say they've adapted to life after Bill Gross

Douglas Hodge and Daniel Ivascyn highlight Pimco's new areas of focus while speaking at the Morningstar Investment Conference.

By Jeff Benjamin
Perez calls out variable annuities in argument for DOL fiduciary rule
LIFE INSURANCE AND ANNUITIES JUL 01, 2015
Perez calls out variable annuities in argument for DOL fiduciary rule

Using an anecdote critical of VAs, Thomas Perez says most people are better served by simple investments.

By Mark Schoeff Jr.
PRACTICE MANAGEMENT JUN 30, 2015
Top bond manager overseeing billions at J.P. Morgan takes leave

Douglas S. Swanson will step aside, starting Oct. 1.

By Trevor Hunnicutt
Liquidity, liquidity, liquidity are the three most important words for bonds
FIXED INCOME JUN 30, 2015
Liquidity, liquidity, liquidity are the three most important words for bonds

Anxiety over a lack of liquidity is skewing fixed-income markets in new and surprising ways.

By Bloomberg
EQUITIES JUN 29, 2015
Stock buybacks come under fire from politicians

<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'

By Jeff Benjamin
EQUITIES JUN 29, 2015
Crazy as it might sound, the new all-in bet is going long on Greek stocks

<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.

By Jeff Benjamin
Greek capital controls send ripples across global financial markets
EQUITIES JUN 29, 2015
Greek capital controls send ripples across global financial markets

<i>Breakfast with Benjamin</i>: Greece locks down its banks in a desperate attempt to prevent a public panic.

By Jeff Benjamin
What lies ahead for the market in the second half of the year
EQUITIES JUN 29, 2015
What lies ahead for the market in the second half of the year

Six investment experts discuss where the markets could be headed for the rest of 2015

By Jeff Benjamin