Investing

Displaying 13499 results
MUTUAL FUNDS JUN 27, 2010
BNY Mellon unit is ditching risk in its muni funds

Standish Mellon Asset Management Co. LLC is scaling back the level of risk within its municipal bond portfolios but isn't worried about massive defaults among local and state governments, according to an executive at the firm.

By Bloomberg
MUTUAL FUNDS JUN 27, 2010
RS Investments to buy assets of Oak Value and close it

RS Investments last week announced an agreement to acquire certain assets of Oak Value Capital Management Inc.

By Dan Jamieson
BP's crumbling credit rating: From AA+ to near junk in 12 days
FIXED INCOME JUN 25, 2010
BP's crumbling credit rating: From AA+ to near junk in 12 days

Fitch slashes embattled energy company's senior unsecured debt rating six notches. Is non-investment grade the next stop?

By Bloomberg
MUTUAL FUNDS JUN 25, 2010
Why Bill Miller is betting on Goldman Sachs

Legg Mason Inc.'s Bill Miller said he is sticking with his bets on Goldman Sachs Group Inc. because the fallout from the fraud accusations against the bank will probably be limited.

By Bloomberg
MUTUAL FUNDS JUN 24, 2010
Unicredit may sell Pioneer in pieces, sources say

Unicredit Group SPA will send out the pitch book next month for its Pioneer Global Asset Management SPA unit — with a breakup of the subsidiary likely, according to investment bankers familiar with the discussions.

By Jessica Toonkel
MUTUAL FUNDS JUN 24, 2010
Keeping the faith: Socially conscious fund hanging on to BP stake

MMA Praxis Mutual Funds group is holding on to its holdings in BP PLC, despite the company's role in the recent oil spill in the Gulf of Mexico.

By Jessica Toonkel Marquez
ALTERNATIVES JUN 24, 2010
Retail investors flocking to 'one of the all-time suckers' bets'

Drawn by tales of fast money in the land of iron condors, retail traders are swarming the futures market. But do they know what they're doing?

By Bloomberg
ALTERNATIVES JUN 24, 2010
Warning: Some clients are smarter than they appear

Understanding how to use options as a risk-management tool and as a generator of additional income can't hurt.

By Evan Cooper
ETFS JUN 24, 2010
Vanguard latest to drop commissions on ETFs

Move comes months after competitors Charles Schwab & Co. and Fidelity Investments separately eliminated commissions on certain ETFs

By Jessica Toonkel Marquez
MUTUAL FUNDS JUN 21, 2010
S&P Picks: The Dreyfus Appreciation Fund

Dreyfus Appreciation Fund Ticker:(DGAGX) ranks as an S&P five-star Domestic Equity mutual fund because of its relatively strong track record, its ownership of stocks that S&P Equity Research views on average to be undervalued and having financial strength, and S&P's view that DGAGX assumes less risk and incurs relatively low costs for its shareholders than its large-cap core peers.

By Mark Bruno
EMERGING MARKETS JUN 21, 2010
Soros blames Germany for 'endangering' euro

Famed hedge fund manager claims country's budget austerity could trigger deflationary spiral in Europe

By Bloomberg
MUTUAL FUNDS JUN 20, 2010
Putnam plans to launch multicap-equity funds

By Jessica Toonkel Marquez
MUTUAL FUNDS JUN 18, 2010
Federated looking to snap up more money funds, says Donahue

Acquisitive company looking at 'everything that goes by'; Pioneer Investments being eyed?

By Jessica Toonkel
FIXED INCOME JUN 18, 2010
Doubleline's Gundlach sells Treasuries, buys corporate bonds

Bond guru slashes holdings in government paper from 'overweight' to 'small underweight'; sees 'long-term bottoming process'

By Bloomberg
Moving target: Sky-high turnover in Putnam's TDFs
MUTUAL FUNDS JUN 18, 2010
Moving target: Sky-high turnover in Putnam's TDFs

Data shows an 83% flip rate over past three years; firm cites revamp of Retirement Ready line

By Jessica Toonkel
ETFS JUN 18, 2010
Vanguard eyes offering ETF model portfolios to advisers

Such portfolios seen as the next big push for providers of exchange-traded funds

By Jessica Toonkel Marquez
FIXED INCOME JUN 18, 2010
It's time to sound the alarm on the bond bubble

The capital markets continually set traps for the unwary, and it is financial advisers' responsibility to help their clients avoid them.

By MFXFeeder
ALTERNATIVES JUN 18, 2010
Pimco: A debt bet to avoid

The rally in bonds from real estate investment trusts that's made property debt the best performer this year is overdone as a slowing economy may threaten their performance, according to Pacific Investment Management Co.

By Bloomberg
Playing both long and short opportunities in the markets: Podcast
EQUITIES JUN 18, 2010
Playing both long and short opportunities in the markets: Podcast

Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC, shared some insights on how the stock market is uniquely poised to present both short and long investment opportunities in what he calls a “tale of two markets.'

By Jeff Benjamin
RETIREMENT PLANNING JUN 17, 2010
SEC proposes new disclosures for target date funds

Federal regulators on Wednesday proposed new disclosure rules for target-date retirement funds that would require sponsors to spell out how they are investing the money and to warn about risks.

By Bloomberg