Exposure spooks investors and assets decline, with some funds losing 33%
New measures aim to combat challenge of assessing performance; investible products may not be far behind.
A new report chronicles the growth of alternative investments from retail to institutional investors. The upshot for advisers: Alternatives have reached the mainstream and are here to stay.
Bond guru addresses a wide range of issues, from low volatility to interest rate risk.
Careful attention to portfolio construction can keep your clients from making financial decisions driven by emotional reactions.
After getting broker-dealers like LPL Financial to sign selling agreements, asset manager Cole Capital expects to raise $3.1 billion this year for American Realty Capital Properties.
Friday's <i>Breakfast with Benjamin</i> feature: Global markets collide with geopolitics as Obama orders airstrikes. Plus: Gold bugs rejoice; a senator takes parting shot at Wall Street; hidden risks in mutual funds; and find your perfect TV office.
<i>Breakfast with Benjamin:</i> Goldman Sachs expects stock and bonds to go their separate ways. Plus: Scott Adams takes on advisers; Putin tosses the sanctions into Obama's court; the Treasury builds a cash stockpile; home-equity loans facing wave of defaults; and can we blame IPOs for last week's market selloff?
Funds, and investment gurus the likes of Warren Buffett, are augmenting their cash positions as volatility enters the market.
In May, investors sent $45B into emerging markets funds, the most in 20 months, despite the Fed's taper. But some strategists are not convinced.
Investors have been betting on bond prices to fall and rates to rise but the opposite is happening. Here's why.
Real estate investors should be thinking about moving to actively managed assets.
It could be a long summer for the fastest-growing segment of the mutual fund business as regulators zero in on both the marketing of the funds and the investment strategies they employ.
Shareholders of companies who expatriate must carefully time stock donations.
New entity likely to benefit, though the firm's acquisition could leave MLP investors with an unexpected tax consequence.
On today's <i>Breakfast with Benjamin</i> menu: Obama's attempt to embrace and shun markets. Plus: Volatility awakens nervous investors; crowdfunding and crowd funding; building your own hedge fund made easy; and bacon prices soar because we Americans just love that greasy stuff.
Investors in both bonds and stocks had to look far and wide to post gains last month.
Nine of Pimco's 15 largest mutual funds are beating at least 75% of peers so far this year, according to data compiled by Chicago-based research company Morningstar Inc. None of those top performers are managed by Chief Investment Officer Gross. Of the four funds trailing more than half their rivals, three including the Pimco Total Return Fund are run by the 70-year-old investor known as the bond king.
