Investing

Displaying 13488 results
ALTERNATIVES JUN 03, 2014
Schorsch spins off new listed REIT to squeeze out more value

American Realty Capital Centers will concentrate on multitenant shopping centers.

By Trevor Hunnicutt
EQUITIES JUN 02, 2014
Where to access retirement income now

Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.

By Darla Mercado
EQUITIES JUN 02, 2014
Unhappy with part of your portfolio? You should be

Uncertainty in the market is creating anxiety but investors who are contemplating changing investment strategies to combat potential interest rate volatility should seriously reconsider.

By Zoë Brunson
Letters to the editor: Other views on bond laddering and strategic beta
ALTERNATIVES JUN 01, 2014
Letters to the editor: Other views on bond laddering and strategic beta

A reader disagrees with bond laddering as a safe strategy and another warns of too much 'sizzle' with strategic beta.

By Gregory Crawford
EQUITIES MAY 31, 2014
Investors embrace the risk-on mood and stocks are flying high

Today's menu: Risk is on! Plus: Nasdaq 100 nears 13-year high, Yellen sees housing trouble but can only watch, treating homeownership like a real investment, where money managers are made, and Congress proves to be the sweetest gig of all.

By Jeff Benjamin
EQUITIES MAY 30, 2014
Schorsch plans liquidity events for two more REITs

Nicholas Schorsch, chief executive of American Realty Capital, this month plans to list shares of two more of the company's nontraded real estate investment trusts, saying the market is 'primed' for real estate offerings.

By Bruce Kelly
MUTUAL FUNDS MAY 29, 2014
Fund managers need a new script for a changing advice business: Consultants

The financial advice business has changed fundamentally, but money managers who depend on advisers for nearly a third of their revenue are stuck in the past.

By Trevor Hunnicutt
ALTERNATIVES MAY 29, 2014
An alternative way to go when searching for income

The financial services industry has a number of two-word combos that could use some scrutiny, like "liquid alternative." Here are some things to think about when considering how to use a liquid alts fund for income.

By David Sand
ALTERNATIVES MAY 29, 2014
Schorsch's RCS Capital hires due-diligence analysts for alternatives, nontraded REITs

RCS Capital continues to expand its reach into financial services, hiring Todd Snyder and John Kearney, widely considered the top due-diligence analysts for alternative investments and nontraded REITs.

By Bruce Kelly
EQUITIES MAY 28, 2014
Boomers cash in as bull market aids exodus from workforce

Five-year rally restores $14 trillion to U.S. equity values, helping push participation rate of working Americans to 40-year lows.

By Gregory Crawford
EQUITIES MAY 28, 2014
Most hated stocks prove to be the best performers, knocking money managers for a loop

The most hated stocks are proving to be the best performers, knocking money managers for a loop, with more than 80% of growth and value funds trailing their benchmarks. Remember the old adage about past performance? It's true.

By Gregory Crawford
FINTECH MAY 28, 2014
Rout in social media stocks crushing ETFs

The falloff in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds.

By Matt Ackermann
EQUITIES MAY 27, 2014
The Fed takes a long-term view of its record $4.3 trillion balance sheet

On today's <i>Breakfast with Benjamin</i> menu: Janet Yellen's Fed will sit on its record $4.3T balance sheet as the QE experiment continues. Plus: A top economist wants the Fed to raise rates now, stock buybacks push markets to the sky, beating short-sellers at their own game, and how not to get burned by pot stocks.

By Jeff Benjamin
EQUITIES MAY 27, 2014
Outcomes making fund management a hard-knock life

In this Take Five interview, Columbia Management's global CIO says outcomes are more than a buzzword and investors expect more than performance.

By Trevor Hunnicutt
EQUITIES MAY 27, 2014
Amid shifting rate policy, rising geopolitical risk, convertible securities could make sense

Some investors looking to reduce downside risk from exposure to the effects of the changing interest rate outlook on equities, bonds and foreign currencies turn to convertible securities. Can they work for you?

By Alan Muschott
MUTUAL FUNDS MAY 27, 2014
Stocks popping up in more bond portfolios as managers seek returns

At least 70 mutual funds across various fixed-income categories have more than 4% allocated to stocks, according to Morningstar. On the extreme end, almost half of those bond funds have equity weightings of between 10% and 63%.

By Jeff Benjamin
EQUITIES MAY 27, 2014
When searching for investment advice, consumers are drawn to the alphabet soup of credentials

<i>Breakfast with Benjamin:</i> Consumers drawn by alphabet soup of adviser credentials. Plus: Job cuts continue at Barclays, pushing for nationwide fracking, a big retirement risk, commodity hedge funds take a beating, and another smidgen of bad news for the IRS.

By Jeff Benjamin
MUTUAL FUNDS MAY 27, 2014
Gross's top fund suffered $3.1 billion in losses in April

Bill Gross's Pimco Total Return Fund sustained its 12th straight month of withdrawals in April as the world's largest bond fund continues to trail its peers.

By Matt Ackermann
MUTUAL FUNDS MAY 27, 2014
Gross: No asset bubbles given Fed neutral policy rate of 2%

Pacific Investment Management Co.'s Bill Gross said asset markets from stocks to real estate are not overpriced because the Federal Reserve's long-term policy rate will be half of what policymakers are forecasting.

By Matt Ackermann
FIXED INCOME MAY 27, 2014
Pimco overhauls unconstrained fund as Gross takes control

Pimco's Bill Gross has overhauled the firm's Unconstrained Bond Fund since taking over in December. His moves include ditching 30-year Treasuries, boosting corporate debt bets and extending duration. Whether the revamp will help performance remains to be seen.

By Gregory Crawford