Investing

Displaying 16322 results
EQUITIES NOV 18, 2013
How one manager invests like Buffett

Few follow Warren Buffett's maxim — “Put all of your eggs in one basket and then watch that basket” &mdash as diligently as Scott Moore. A high concentration of stocks should make investing more volatile but since November 2008, he's beaten the market.

By Gregory Crawford
FIXED INCOME NOV 18, 2013
World keeps faith in Treasuries

Finance chiefs from nations holding more than $1.3 trillion of Treasuries signaled no plans to sell even as the U.S. faced condemnation for the fiscal fight plaguing the world's largest economy.

By Matt Ackermann
ALTERNATIVES NOV 18, 2013
Schorsch's American Realty Capital trims offer price for related nontraded REIT

"Challenging" market environment leads to slightly lower price for ARC IV.

By Bruce Kelly
LIFE INSURANCE AND ANNUITIES NOV 17, 2013
IN Voices

By MFXFeeder
ALTERNATIVES NOV 17, 2013
Guidance on taxes lacking for certain alternatives

By Richard F. Stolz
ALTERNATIVES NOV 17, 2013
Solving the alternatives riddle

By JKEPHART
EQUITIES NOV 15, 2013
Finding income in surprising places

It's still hard to find income in today's markets. So where is BlackRock's multiasset income honcho Michael Fredericks looking? Jason Kephart finds out.

By JKEPHART
EQUITIES NOV 15, 2013
'Perfect storm' for tax swaps means potentially fruitful strategy for advisers

Here's one way to use the drop in bond prices and the rise in other assets to your tax advantage. Caution: it's not for every investor.

By Scott Colyer
RETIREMENT PLANNING NOV 15, 2013
Stability rules as managed-volatility funds gain record assets

Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.

By Darla Mercado
ALTERNATIVES NOV 15, 2013
Few advisers recommend alternative investments

Most respondents to a Natixis survey said they use alternatives sparingly and stick to strategies that can be explained to clients more easily.

By By Megan Durisin
EQUITIES NOV 15, 2013
Good value: Betting on Buffett and Malone

Portfolio manager Wally Weitz's bets on Warren Buffett and telecoms mogul John Malone have helped his fund produce the best risk-adjusted performance among U.S. value funds in the past five years.

By Gregory Crawford
ALTERNATIVES NOV 14, 2013
Bernanke looks past end of QE and sees low rates for a long time

Today's Breakfast with Benjamin: Bernanke sees low rates for a long, long time; holiday retailers on the ropes; SAC Capital jury selection; investigating fishy employment data; coal becomes the next tobacco-style villain

By Jeff Benjamin
RIA NEWS NOV 14, 2013
Taper threat triggering global debt fallout

Today's Breakfast with (<i>InvestmentNews</i> senior columnist Jeff) Benjamin: SEC targets advisers; hedging with gold mining stocks; new muni bond math, and how athlete IPOs pull a hammy.

By Jeff Benjamin
EQUITIES NOV 14, 2013
Twitter sets IPO price above offer range, will raise $1.82B

Largest IPO by a technology company since Facebook in May 2012 values the microblogging company at $14.2 billion. At $26 each, above the offering price, shares to begin trading on the New York Stock Exchange on Thursday.

By Gregory Crawford
EQUITIES NOV 14, 2013
The ultimate Obamacare investment play?

Obamacare may be off the debt ceiling agenda but for investors, there is an exchange-traded fund that holds all the businesses likely benefit. It's had a good run so is there still upside potential?

By Gregory Crawford
RETIREMENT PLANNING NOV 14, 2013
Jackson breathes life into some of its VAs

Advisers can choose joint life options for Jackson's LifeGuard Freedom Flex line.

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2013
Prepare for options and taxes in health law

By Mark Schoeff Jr.
ALTERNATIVES NOV 14, 2013
Sales of nontraded REITS, other illiquid investments surge amid hunt for yield

Sales of nontraded REITs and other illiquid securities are surging even as stocks hit record highs. Talk about diversification.

By Bruce Kelly
ALTERNATIVES NOV 14, 2013
Nontraded REIT shareholders OK listing but price still uncertain

Nontraded REIT Cole Real Estate shareholders OK a listing on the New York Stock Exchange. The stock will begin trading tomorrow but the price is still uncertain.

By Bruce Kelly
RETIREMENT PLANNING NOV 14, 2013
Sizzling first quarter for VA sales at Jackson National

Tax-advantaged investing gaining traction among advisers, helps push product.

By Darla Mercado