Investing

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FIXED INCOME AUG 23, 2013
Rising rates a problem for bonds? That's news to investors

Most investors don't understand the connection between rising interest rates and their portfolios. As sad as that may be, it's also a golden opportunity for advisers.

By Jeff Benjamin
ALTERNATIVES AUG 23, 2013
Raymond James offers alts to RIAs

Access to PE, real estate, hedge funds, managed futures and alternative mutual funds coming next month.

By DJAMIESON
ALTERNATIVES AUG 23, 2013
Take Five: Challenges and opportunities of hedge fund ads

Randy Shain guides advisers through hedge fund advertising

By Jeff Benjamin
FIXED INCOME AUG 21, 2013
State Street CEO adds voice to worry over investors' fixed income holdings

Hooley says retail investors risk being on 'wrong side of the equation' when rates climb.

By Gregory Crawford
FIXED INCOME AUG 21, 2013
El-Erian and Bair: Fed left in charge of economy amid political wrangling

Central bank has few levers to pull and QE's unintended consequences could sting.

By Mark Schoeff Jr.
ALTERNATIVES AUG 21, 2013
Ron Carson to speak at IN's alts conference

By Gregory Crawford
EQUITIES AUG 21, 2013
The Takeaway: Muppet portfolios

By Joshua Brown
FIXED INCOME AUG 21, 2013
Junk bond junkies are going short (term)

Fund companies moving to meet demand for short-term high-yield-bond funds.

By JKEPHART
ALTERNATIVES AUG 21, 2013
Take Five: REITS may act as inflation hedge

Prudential fund manager Marc Halle on how real estate fits into portfolios

By Jeff Benjamin
EQUITIES AUG 21, 2013
Investors continue to prefer equity to bond funds, ICI data show

But fixed-income outflows slow to $2.09B for week ended Aug. 7

By Michael Shagrin
FIXED INCOME AUG 21, 2013
Bond hubris overwhelms Fed in riskiest credit-market sectors

Bond investors trying to determine when the Fed will reduce its unprecedented monetary stimulus are increasingly looking to the riskiest parts of the debt market, which are booming like before the financial crisis.

By Matt Ackermann
FIXED INCOME AUG 21, 2013
Bond market awaits tapering with bated breath

Some fear overreaction from retail investors as Fed begins reducing QE

By Jeff Benjamin
EQUITIES AUG 21, 2013
The Takeaway: Prepare thyself for the bond wars!

By Joshua Brown
FIXED INCOME AUG 21, 2013
Old-school portfolios shine as risk parity struggles

Classic 60/40 gains favor as interest rates rise

By JKEPHART
EQUITIES AUG 20, 2013
The Takeaway: The trouble with low-volatility funds

By Joshua Brown
RIA NEWS AUG 20, 2013
The Takeaway: Where active managers have an edge

By Joshua Brown
EQUITIES AUG 20, 2013
Searching the globe for income, and finding it

Sextant Global High Income Fund can go anywhere in search of yield.

By Jeff Benjamin
MUTUAL FUNDS AUG 20, 2013
Valuation matters, presenting opportunities for active managers, portfolio manager says

Passive-investing 'Incredible Hulks' are sowing the seeds of their own demise, Brian Frank contends

By By Brian Frank
ALTERNATIVES AUG 20, 2013
Mortgage REITs in the cellar

Worries that the Fed will ease up on quantitative easing are shellacking mortgage REITs. So far, the stocks have plunged 21% since the end of April -- and there may be more where that's coming from.

By John Goff
FIXED INCOME AUG 20, 2013
Gross to junk bond junkies: Curb your enthusiasm

High-yield market isn't overheated yet, but it's getting close, he contends

By JKEPHART