Investing

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EQUITIES MAY 11, 2012
Reasons to be bullish on J.P. Morgan, energy

Ed Cowart, portfolio co-manager of equity income and value strategies at Eagle Asset Management, the $19.5-billion asset management unit of Raymond James, offers up his thoughts on a few market sectors that are catching his eye.

By Paul Menchaca
Credit Suisse launches alt index fund
MUTUAL FUNDS MAY 10, 2012
Credit Suisse launches alt index fund

New fund designed to offer the risk/return portfolio of the hedge fund industry; 'portfolio completer'

By JKEPHART
FIXED INCOME MAY 10, 2012
Global bonds: Avoiding unintended consequences

By Bloomberg
MUTUAL FUNDS MAY 10, 2012
Stage set for rally in municipal bonds

By JKEPHART
Morningstar: Not enough disclosure in target date disclosure
MUTUAL FUNDS MAY 09, 2012
Morningstar: Not enough disclosure in target date disclosure

Fund researcher tells SEC that plan participants don't have access to vital information; what's the glide path?

By Darla Mercado
Faber sees 1987-like crash if U.S. stocks rally without QE3
EQUITIES MAY 09, 2012
Faber sees 1987-like crash if U.S. stocks rally without QE3

U.S. stocks may plunge in the second half of the year “like in 1987” if the Standard & Poor's 500 Index climbs without further stimulus from the Federal Reserve

By Doug Cubberley
Largest nontraded REIT in SEC probe
ALTERNATIVES MAY 08, 2012
Largest nontraded REIT in SEC probe

More worries for REIT investors. Inland American, the largest nontraded property trust in the U.S., says the SEC is looking into, among other things, the trust's fees and administration.

By Bruce Kelly
MUTUAL FUNDS MAY 08, 2012
Lack of ratings, track records not deterring investors

By DJAMIESON
EQUITIES MAY 08, 2012
A look at Litman Gregory's balanced portfolio

By Paul Menchaca
MUTUAL FUNDS MAY 07, 2012
Socially conscious funds are blossoming

By JKEPHART
With its sights on advisers, USAA hires ex-Hartford Funds boss
MUTUAL FUNDS MAY 07, 2012
With its sights on advisers, USAA hires ex-Hartford Funds boss

Sloane tabbed to oversee third-party distribution for United Services

By JKEPHART
EMERGING MARKETS MAY 07, 2012
Investors see foreign junk as slam-dunk

Pouring funds into global high-yield ETFs; return up more than 10% in the first quarter

By John Goff
MUTUAL FUNDS MAY 06, 2012
Invesco shakes up its distribution team

Combining U.S. retail sales with marketing, product management, global ETF groups

By JKEPHART
Institutions keen on activist hedges
ALTERNATIVES MAY 06, 2012
Institutions keen on activist hedges

Activist hedge funds have pulled in at least $2 billion in new assets from institutional investors over the past two years, with a marked acceleration in pace in the second half of 2011 and so far in 2012.

By Christine Williamson
MUTUAL FUNDS MAY 06, 2012
Special report: Mutual funds

The hottest fund managers, rankings and overviews of the latest developments in the mutual fund business.

By Mark Bruno
MUTUAL FUNDS MAY 06, 2012
Fixed-income funds

By mlanche
EQUITIES MAY 06, 2012
Best- and worst-performing sector equity funds

By mlanche
ALTERNATIVES MAY 04, 2012
Berthel Fisher scores arbitration victory

2.6M claim involved DBSI TICs; significant exposure remains

By Bruce Kelly
ALTERNATIVES MAY 04, 2012
Six notable nontraded REITs on the slide

By Mark Bruno
ALTERNATIVES MAY 04, 2012
Nontraded REITS should be a nonstarter for clients: Green Street

Investors are far more likely to be better off with publicly traded REITs, the research firm said in a report released Wednesday.

By DJAMIESON