Investing

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EQUITIES APR 08, 2014
Viewing Alcoa's earnings season kick-off in a high-tech light

<i>Breakfast with Benjamin:</i> An old manufacturer goes high tech and why its earnings still matter. Plus: Emerging-markets stocks bounce as the dollar slides; the stock market's frayed nerves; and a little corporate board turnover can go a long way toward stock performance.

By Jeff Benjamin
EQUITIES APR 08, 2014
Bank ETFs ride the choppy waves of Yellen-speak

<i>Breakfast with Benjamin:</i> Bank ETFs ride the choppy waves of Yellen-speak. Plus: Still waiting for Treasury yields to spike, new love for intermediate-term bond funds, hot stocks ahead of earnings reports, and even gold bugs are starting to worry about the precious metal's decline

By Jeff Benjamin
EQUITIES APR 08, 2014
Investors adopt a defensive stance to wrap up 1Q

<i>Breakfast with Benjamin:</i> At some point in the first quarter, investors got defensive. So what does that mean now? Plus: It's all about Friday's jobs report, Michael Lewis calls out the stock market for being rigged, Obamacare investing risks and opportunities, and will Janet Yellen spook the market again?

By Jeff Benjamin
RIAS APR 08, 2014
When BRICs go bust, investors head toward frontier markets

<i>Friday's menu:</i> Where investors go when BRICs crack. Plus: How advisers can &amp;mdash; and should &amp;mdash; deal with male and female clients, mounting sanctions drive Russia toward China for economic help, investor class-action lawsuits spike, and saving money on travel.

By Jeff Benjamin
EQUITIES APR 08, 2014
The last five years: Quite a ride, but did you stay in it?

Markets move quickly and can take us on a roller-coaster ride; the key is to keep emotions in check.

By William T. Carroll
FIXED INCOME APR 08, 2014
Advisers ratchet up scrutiny of Pimco

Advisers are ratcheting up their scrutiny of Pimco in the wake of a critical report from Morningstar. While few are pulling assets from the bond fund giant, the possibility is rising. <i>(One big fund shop, however, has <a href=&quot;http://www.investmentnews.com/article/20140320/FREE/140329987&quot; target=&quot;_blank&quot;>replaced Pimco</a> as manager of a large fund.)</i>

By Trevor Hunnicutt
EQUITIES APR 08, 2014
Markets wake up to China's economic slowdown

<i>Breakfast with Benjamin:</i> Markets wake up to China's economic slowdown. Plus: Soros deters British EU exit, an all-ETF retirement portfolio, rethinking cash-rich tech companies, undervalued Wall Street banks, and test your investor profile (for fun).

By Jeff Benjamin
ETFS APR 08, 2014
Money pours into health care ETFs at fastest pace since 2008

Money is flooding into exchange-traded funds focused on health care at the fastest rate in at least six years, driven by booming biotechnology and pharmaceutical sectors bringing new products to market.

By Matt Ackermann
EQUITIES APR 08, 2014
Solid earnings growth — and thus stock price gains — expected in key sectors

Industrials to consumer spending to drug research look good. Here's why.

By Edward B. Jamieson
EMERGING MARKETS APR 07, 2014
After outflows, Wisdom Tree doubles down on Japan

ETF firm launches five funds to offer pure-play exposure to Japanese companies.

By Trevor Hunnicutt
FINTECH APR 07, 2014
Morningstar's ByAllAccounts deal could give it big edge with advisers

Acquisition could put the fund tracker in the lead of the portfolio accounting and reporting business.

By CODONNELL
ALTERNATIVES APR 07, 2014
Look out, Lipper and Morningstar, hedge fund tracking firms gathering data on alt mutuals

Aside from competition, it's a sign that liquid alternative investments are here to stay

By Jeff Benjamin
EQUITIES APR 07, 2014
What's the best asset allocation now?

After a rip-roaring 2013 and an early chill in 2014, stocks are either on the cusp of a correction or poised for further gains. Bonds, meanwhile, still face rising rates at some point, with tapering in full swing. What's an investor to do?

By Cam Albright
FIXED INCOME APR 04, 2014
SEC turns gaze to municipals

Scrutiny is welcome as muni bonds have long been a choice vehicle for tax-free income.

By MFXFeeder
MUTUAL FUNDS APR 04, 2014
Pimco chases BlackRock in ETFs as money returns to bonds

Pacific Investment Management Co., the envy of the bond world when it tripled assets following the financial crisis, is finding itself in an unusual role: Playing catch up to competitors in the growing market for exchange- traded funds.

By Matt Ackermann
WIREHOUSES APR 04, 2014
UBS Puerto Rico closed-end muni investors losing billions

UBS Puerto Rico closed-end muni bond fund investors are losing billions; new research pegs losses at $1.66 billion over the first nine months of 2013.

By Andrew Leigh
Muni market beware: Puerto Rico running out of time
FIXED INCOME APR 04, 2014
Muni market beware: Puerto Rico running out of time

If the commonwealth defaults, it will cause a shock to the system.

By Jason Kephart
FIXED INCOME APR 04, 2014
UBS Puerto Rico faces 'Whopper' of a problem over muni bond funds

The woes stemming from UBS AG's unit in Puerto Rico over the sale of local, closed-end municipal bond funds have landed squarely in the lap of UBS brokers and financial advisers in the island commonwealth.

By Bruce Kelly
FIXED INCOME APR 04, 2014
UBS offers to repurchase Puerto Rico muni bond funds, plaintiff's attorneys say

A unit of UBS AG has offered to repurchase shares of moribund, closed-end municipal bond funds invested in Puerto Rico muni securities from a select number of clients, according to plaintiff's attorneys. Bruce Kelly reports.

By Bruce Kelly
MUTUAL FUNDS APR 03, 2014
Pimco replaced by TCW as manager of $1.3B bond fund

The fund, previously known as the Pimco Mortgage-Backed Securities Fund, will become the TCW Core Plus Bond Fund, according to a statement today from Los Angeles-based TCW.

By Matt Ackermann