Investing

Displaying 13501 results
Top 25 DC fund managers show 17% increase from 2009
MUTUAL FUNDS SEP 14, 2011
Top 25 DC fund managers show 17% increase from 2009

The 25 defined-contribution money managers with the most mutual fund assets reported a combined total of $1.606 trillion as of Dec. 31, up 17% from a year earlier, according to sister publication Pensions & Investments' annual survey

By Douglas Appell
Buffett Lite fund vaults to top by lightening up on Buffett
MUTUAL FUNDS SEP 13, 2011
Buffett Lite fund vaults to top by lightening up on Buffett

Sequoia branched out by slashing its holdings in Berkshire, then reinvesting the cash; up 14% in 2011

By John Goff
LIFE INSURANCE AND ANNUITIES SEP 11, 2011
More catastrophe bonds likely with investor demand strong

The catastrophe bond market appears set to rebound during the second half this year despite a slower pace during the first half

By Rodd Zolkos
Which alternatives now? Webcast transcript
ALTERNATIVES SEP 11, 2011
Which alternatives now? Webcast transcript

The following is an edited transcript of the Aug. 23 webcast “Which Alternatives Now.” It was moderated by deputy editor Evan Cooper and senior editor Jeff Benjamin.

By MFXFeeder
RETIREMENT PLANNING SEP 09, 2011
401(K) market a tough sell

Exchange-traded funds make up a tiny fraction of the investments offered by 401(k) plans, but they could claim a larger share of the market as key providers add them to their platforms

By Darla Mercado
Bonds at their lowest yield ever — or are they?
FIXED INCOME SEP 08, 2011
Bonds at their lowest yield ever — or are they?

Historians say actual record was set in 1945

By Dan Jamieson
Why the wealthy are still sticking with hedge funds
ALTERNATIVES SEP 08, 2011
Why the wealthy are still sticking with hedge funds

Almost half of Leslie Quick's personal portfolio is dedicated to hedge funds, a position he's increased this year even as the lightly regulated asset pools have returned less than 4 percent.

By Mark Bruno
ETFS SEP 08, 2011
Study: ETF investors make better clients

By Jeff Benjamin
S&P downgrades 11,500 munis tied to U.S.
FIXED INCOME SEP 08, 2011
S&P downgrades 11,500 munis tied to U.S.

S&P assigned AA+ scores to about 11,500 securities in the $2.9 trillion municipal bond market, including school-construction bonds in Irving, Texas; debt backed by a federal lease in Miami; and a bond series for multifamily housing in Oceanside, Calif.

By Doug Cubberley
Muni offerings hit the skids
RETIREMENT PLANNING SEP 08, 2011
Muni offerings hit the skids

Concerns over a possible default by Uncle Sam rippling the lakes of state issuers; five top-rated borrowers braced for possible downgrade

By John Goff
EQUITIES SEP 07, 2011
Weighing whether stocks have room to grow

In a sign that the economy may be on the verge of another recession, investors are paying less for equities than they have during every recession since Ronald Reagan was president

By Bloomberg
Quality, cash keep this tech fund on solid ground
EQUITIES SEP 07, 2011
Quality, cash keep this tech fund on solid ground

Even in the rocky world of technology investing, the debt ceiling debate has been an eye-opening experience.

By Jeff Benjamin
Pimco's Gross: Obama's $300B doesn't cut it
RIAS SEP 06, 2011
Pimco's Gross: Obama's $300B doesn't cut it

Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.

By Doug Cubberley
Pimco to gain more 'autonomy' in AGI restructuring
RETIREMENT PLANNING SEP 06, 2011
Pimco to gain more 'autonomy' in AGI restructuring

Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz's other business.

By Drew Carter
Ten-year Treasuries overvalued — and then some — but investors buying anyway
RETIREMENT PLANNING SEP 06, 2011
Ten-year Treasuries overvalued — and then some — but investors buying anyway

Term premium at an all-time high, but investor confidence in economy at rock bottom; 'fear priced into yields'

By John Goff
ALTERNATIVES SEP 05, 2011
Guide to understanding direct investments

This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.

By Mark Bruno
Bearish hedge fund bets may send U.S. stocks lower: BofA analyst
ALTERNATIVES SEP 04, 2011
Bearish hedge fund bets may send U.S. stocks lower: BofA analyst

U.S. stocks are likely to extend declines because hedge funds have leeway to boost bets against the world's largest equity market, according to Bank of America Corp.'s Mary Ann Bartels.

By Doug Cubberley
Pimco's Gross says bank fees to hold cash 'unheard of'
MUTUAL FUNDS SEP 02, 2011
Pimco's Gross says bank fees to hold cash 'unheard of'

Pimco's Bill Gross said Bank of New York Mellon Corp.'s decision to charge clients for large deposits shows how the government's efforts to revive the economy are distorting markets and hurting savers.

By Doug Cubberley
Nontraded REITs a hot property — but Finra warns investors
ALTERNATIVES SEP 01, 2011
Nontraded REITs a hot property — but Finra warns investors

Regulator cites lack of liquidity and high fees; product sales remain brisk

By Bloomberg
Every adviser should be invested in alternatives: Investment experts
ALTERNATIVES SEP 01, 2011
Every adviser should be invested in alternatives: Investment experts

Paramount to generate returns even in down markets; higher management costs worth it

By Lavonne Kuykendall