Investing

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EQUITIES APR 08, 2013
U.S. stocks have more room to advance

After the best quarter in a year, stock prices have room for more gains but some analysts are looking for earnings power to drive the rally.

By Gregory Crawford
EQUITIES APR 08, 2013
Keeping stock market milestones in perspective

Stock prices rise because that's what they do

By Jeff Benjamin
EQUITIES APR 08, 2013
Record U.S. stocks at lowest valuation since 1980

P/E ratio for S&P 500 now at 15.4; what's wrong with this picture?

By John Goff
EMERGING MARKETS APR 08, 2013
Forex to the fore in latest Pimco emerging-markets offering

Full Spectrum fund designed to take currency issues out of the equation for investors

By JKEPHART
EQUITIES APR 08, 2013
Kashkari's Pimco exit may be more about performance than politics

Slow growth for equity unit may have hastened his exit, pundits say.

By Randy Diamond
MUTUAL FUNDS APR 07, 2013
Peter Palfrey: Bond strategy aims for capital preservation

Loomis Sayles fund manager seeks return on capital — and return of capital

By JKEPHART
MUTUAL FUNDS APR 07, 2013
How'd we do? Checking in with some 2012 picks

By JKEPHART
MUTUAL FUNDS APR 07, 2013
Nicholas Kaiser: Fund that targets U.S. Muslims has wider following

Following the principles of Shariah law, Amana manager has produced stellar results

By AOSTERLAND
EQUITIES APR 07, 2013
Mark Travis: A midcap leader goes for boring — with dramatic results

Intrepid fund manager's stick-to-basics approach a winning formula

By Mark Schoeff Jr.
EMERGING MARKETS APR 07, 2013
Dean Tenerelli: Running with the bulls in Spain — and in most of Europe

T. Rowe Price fund manager sees better days ahead on the continent; 'signs of life'

By Janowski Davis
FIXED INCOME APR 07, 2013
Stockton bankruptcy sends chilly message to muni bondholders

Pensioners bump muni bonds from senior debt status

By Jeff Benjamin
EQUITIES APR 07, 2013
Structured notes offer too-good-to-be true returns

Marketing hype makes structured notes sound like a sure thing. Read the fine print and you might come away with a slightly different conclusion.

By Gregory Crawford
ALTERNATIVES APR 05, 2013
ARC lights into Cole, may up bid again

Another day, another twist in the American Realty Capital/Cole III saga. On Tuesday, ARC questioned whether the board of the Cole REIT was considering a sweetened takeover offer or was simply playing for time.

By DJAMIESON
ALTERNATIVES APR 05, 2013
Game on: American Realty ups its bid for Cole III

The pitched battle for Cole III heated up Wednesday as American Realty Capital came back with an improved bid for the nontradeded REIT.

By DJAMIESON
ALTERNATIVES APR 05, 2013
REIT war erupts as Cole rejects unsolicited bid from ARC

A battle has broken out among real estate investment giants as Cole Properties turns down a $5.7B bid lodged by American Realty Capital.

By John Goff
FIXED INCOME APR 05, 2013
Bad news for Lerner in REIT flap

David Lerner Associates Inc. isn't out of the legal woods despite the stiff sanctions leveled against it last week over the firm's sale of nontraded REITs and municipal bonds.

By Bruce Kelly
Finra hammers David Lerner Associates, suspends 'Poppy'
ALTERNATIVES APR 05, 2013
Finra hammers David Lerner Associates, suspends 'Poppy'

Finra on Monday lowered the boom on David Lerner Associates and its high-profile CEO.

By Bruce Kelly
FIXED INCOME APR 04, 2013
SEC says Illinois misled investors over pension funding

By Darla Mercado
ALTERNATIVES APR 04, 2013
E&O underwriters screen alt products

Insurers that underwrite errors-and-omissions policies for broker-dealers are exercising greater authority in approving the alternative investments that their clients sell.

By Bruce Kelly
RETIREMENT PLANNING APR 03, 2013
American Funds ups its game in retirement arena

Faced with outflows in retirement share class, American Funds launches new lineup of products, adds new options for advisers.

By Darla Mercado