Investing

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Which fund firm is the favorite of advisers?
MUTUAL FUNDS NOV 01, 2012
Which fund firm is the favorite of advisers?

Despite outflows, American Funds remains top-of-mind; 'very successful relationship'

By JKEPHART
EQUITIES NOV 01, 2012
No matter who is president, jitters will persist

By Jeff Benjamin
MUTUAL FUNDS NOV 01, 2012
Hidden Johnson billionaires found in Fidelity fund empire

The Johnson clan is worth $22 billion, according to the Bloomberg Billionaires Index.

By Bloomberg
EQUITIES OCT 31, 2012
IntercontinentalExchange to acquire NYSE Euronext

Combo of stock exchange, futures market could reignite exchange merger mania.

By Gregory Crawford
ALTERNATIVES OCT 31, 2012
Franklin angles into alts with major acquisition

Acquisition expands retail-focused shop's push into alts

By Jeff Benjamin
ALTERNATIVES OCT 30, 2012
Rise in offbeat investments correlated to 'correlation crisis'

By Jeff Benjamin
Black Monday — and Tuesday — but exchanges to open on Wednesday
EQUITIES OCT 29, 2012
Black Monday — and Tuesday — but exchanges to open on Wednesday

They called Hurricane Sandy a 'once-in-a-century' storm. It certainly feels that way for advisers, as exchanges were closed for a second straight day.

By Bloomberg
U.S. stock trading canceled as New York girds for storm
EQUITIES OCT 29, 2012
U.S. stock trading canceled as New York girds for storm

Hurricane Sandy leads to first weather close for NYSE since '96 blizzard

By Gregory Crawford
Gross says economy, deficit, fiscal cliff to dominate with Romney or Obama win
EQUITIES OCT 29, 2012
Gross says economy, deficit, fiscal cliff to dominate with Romney or Obama win

Bond manager expects 4%-5% stock returns, 2%-3% bond returns ahead

By Gregory Crawford
Dwindling top lines the bottom line for spooked investors
EQUITIES OCT 29, 2012
Dwindling top lines the bottom line for spooked investors

Companies hitting earnings estimates but not sales estimates; markets taking a header

By Jeff Benjamin
25 years later, echoes of Black Monday
EQUITIES OCT 29, 2012
25 years later, echoes of Black Monday

By Gregory Crawford
Investing according to GARP: Seeking companies creating dynamic change or disruption
EQUITIES OCT 29, 2012
Investing according to GARP: Seeking companies creating dynamic change or disruption

In a slow-growth economy, investors should look at good companies with small share of large markets

By Jeff Benjamin
ETFS OCT 29, 2012
ETFs may become preferred way to speculate on junk bonds

By Bloomberg
ALTERNATIVES OCT 29, 2012
Who needs CDS? ETFs can do the job now

ETFs poised to overtake credit derivatives by year-end as a way to speculate on junk bonds

By Gregory Crawford
Computer trading glitches roil exchange-traded funds
MUTUAL FUNDS OCT 29, 2012
Computer trading glitches roil exchange-traded funds

If you picked Wednesday morning as the time to trade a utilities or gold-mining exchange-traded fund, you have rotten luck.

By JKEPHART
ETFS OCT 28, 2012
Low fees not main draw to bond ETFs

By JKEPHART
EQUITIES OCT 28, 2012
Is it a bond? No, an ETF

By JKEPHART
FIXED INCOME OCT 28, 2012
Core fixed income in a changing macro environment

Michael Siviter, portfolio manager in Invesco Fixed Income, assesses the macroeconomic issues faced by the eurozone and the possible implications for investment portfolios.

By Bloomberg
RETIREMENT PLANNING OCT 28, 2012
Letters: Oct. 29

By MFXFeeder
MUTUAL FUNDS OCT 28, 2012
Former bond fund colleagues now competitors

By JKEPHART