Investing

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EQUITIES OCT 02, 2012
Chuck Royce: Five key questions for investors

Small-cap fund pioneer Chuck Royce answers five questions about the markets.

By Chuck Royce
MUTUAL FUNDS OCT 02, 2012
Vanguard shrugs off iShares fee cuts

By JKEPHART
The 'cult of equity' isn't dying — it's going passive
ETFS OCT 02, 2012
The 'cult of equity' isn't dying — it's going passive

While investors have been pulling out of actively managed equity funds for years, the same can't be said for their passive managed counterparts

By JKEPHART
<font color=red>Live from FPA</font>: U.S. economy still weighed down by debt: Pimco's Kashkari
EQUITIES OCT 01, 2012
<font color=red>Live from FPA</font>: U.S. economy still weighed down by debt: Pimco's Kashkari

Progress has been made but more needs to be done, he tells FPA

By Jeff Benjamin
MUTUAL FUNDS OCT 01, 2012
Frost takes a shot with natural resources

With global monetary policy setting the stage for devalued currencies and a looming inflationary cycle, last year was apparently a good time for Frost Investment Advisors LLC to take its natural resources strategy to retail class investors.

By Jeff Benjamin
ALTERNATIVES OCT 01, 2012
Franklin Templeton further elevates alt offerings with K2 buy

Franklin Resources Inc. Ticker:(BEN) is taking another step into the alternatives universe with the acquisition of K2 Advisors Holdings LLC, a $9.3 billion funds-of-hedge-funds firm.

By Jeff Benjamin
RETIREMENT PLANNING SEP 30, 2012
REIT dividends at issue in suit

By Bruce Kelly
MUTUAL FUNDS SEP 30, 2012
Why Bruce Berkowitz's bullish AIG stance is paying off

By MFXFeeder
MUTUAL FUNDS SEP 30, 2012
Stock market correlation leads to 'closet' indexing

Maybe American Funds Growth Fund of America should be renamed American Funds Index Fund of America. The $115 billion fund, the largest equity mutual fund in the world, is tracking its benchmark more closely than ever before — and it is not alone.

By JKEPHART
MUTUAL FUNDS SEP 30, 2012
Passive target date funds are picking up the pace

By Robert Steyer
EQUITIES SEP 30, 2012
Fund seeks less volatility

By JKEPHART
EQUITIES SEP 30, 2012
Extracting value is suddenly hard

By JKEPHART
ALTERNATIVES SEP 28, 2012
Annaly founder Michael Farrell dies after cancer diagnosed

Fund manager built Annaly Capital Management into the world's largest mortgage REIT

By Gregory Crawford
Gundlach's home hit in $10M heist: Report
FIXED INCOME SEP 28, 2012
Gundlach's home hit in $10M heist: Report

Bond fund manager said to have paintings, watches, Porsche and other valuables stolen

By Gregory Crawford
J.P. Morgan set to kick down the 401(k) door for ETFs
ETFS SEP 27, 2012
J.P. Morgan set to kick down the 401(k) door for ETFs

Company plans to launch a series of target date funds that blend active and passive strategies

By JKEPHART
ALTERNATIVES SEP 27, 2012
Acquisition will give Oppenheimer foothold in MLP space

OppenheimerFunds announced plans to acquire SteelPathCapital, which has $2.6 billion in assets and a seven-year track record in the master limited patnership space.

By Jeff Benjamin
Greece still in ICU, but European debt a good bet
EMERGING MARKETS SEP 26, 2012
Greece still in ICU, but European debt a good bet

ECB finally addressing financial woes, says Pru fund manager; plenty of yield

By Jeff Benjamin
EQUITIES SEP 25, 2012
SSgA skips commodities in new managed-futures fund

Low-volatility offering to invest in equity, fixed-income and currency futures

By JKEPHART
ALTERNATIVES SEP 25, 2012
Three investing lessons learned from this summer

This week should be a good time to ponder what we all learned this summer and what this means for investing going forward.

By David Kelly
EQUITIES SEP 24, 2012
Why Bruce Berkowitz's bullish stance on AIG is paying off

By Paul Menchaca