Investing

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Coming soon: 'Return of the Hedge Fund'
ALTERNATIVES DEC 17, 2009
Coming soon: 'Return of the Hedge Fund'

Hedge fund performance is cooking again, which means that advisers should brace for a new onslaught of investor inquiries about alternative strategies.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES DEC 16, 2009
MetLife survey of consumers shows confusion over paying for long-term care

Although Americans are aware of the debilitating costs of long-term care, few seem to understand how to pay for those services, according to a study by MetLife Mature Market Institute.

By Darla Mercado
MUTUAL FUNDS DEC 15, 2009
Wells Fargo bond manager jumps ship, heads to Loomis Sayles

William Stevens was named a vice president and portfolio manager at Loomis Sayles.The position is new, said spokeswoman Meg Clough.

By Douglas Appell
EMERGING MARKETS DEC 15, 2009
Markets in Europe down on Austria bank worries

European stocks and fell Tuesday and the euro slid to a two and a half month low against the dollar on worries about the Greek government's debts and the financial health of Austria's banks.

By Associated Press
EMERGING MARKETS DEC 14, 2009
World markets up, but worries about profit taking loom

World markets mostly rose Monday after Dubai said it had received $10 billion in emergency funds from its oil-rich neighbor Abu Dhabi, helping to ease investor fears that the emirate will default on its debt.

By John Goff
LIFE INSURANCE AND ANNUITIES DEC 14, 2009
John Hancock eyes launching actively managed ETFs

John Hancock Funds LLC will file with the Securities and Exchange Commission in the next few weeks plans to launch actively managed exchange-traded funds, according to an official at the firm.

By Jessica Toonkel Marquez
MUTUAL FUNDS DEC 14, 2009
Legendary investor Christopher H. Browne dies

Christopher Browne, a genteel money manager who helped bring down newspaper baron Conrad Black, died Sunday of a heart attack. Mr. Browne appears to have been 63, although his firm, Tweedy Browne & Co., couldn't immediately confirm that.

By Crain's New York Business
EMERGING MARKETS DEC 14, 2009
Extended stimulus package boosts China shares

Chinese shares rebounded Thursday after the government extended tax cuts and subsidies for purchases of small vehicles and appliances to support the economic recovery.

By Associated Press
MUTUAL FUNDS DEC 13, 2009
He gets riled about risk

Before being elected to the Senate, Herb Kohl ran his family's grocery and department store business.

By Jessica Toonkel Marquez
RETIREMENT PLANNING DEC 13, 2009
Bond choices too narrow for 401(k) investors: advisers

Despite the market rebound, investors are continuing to pour money into bond funds, causing a number of asset managers and financial advisers to make sure that their clients are diversifying their fixed-income holdings.

By Jessica Toonkel Marquez
LIFE INSURANCE AND ANNUITIES DEC 13, 2009
The adviser's intellectual

Advisers who grapple with the complexities of retirement income will be getting more help next year from Moshe Milevsky, an associate professor of finance at York University in Toronto and executive director of the Individual Finance and Insurance Decisions Centre.

By Bloomberg
LIFE INSURANCE AND ANNUITIES DEC 13, 2009
On a quest for security

The mutual fund industry's Holy Grail is a fund that can provide investors with a guaranteed stream of income without tying up the client's money in an annuity.

By David Hoffman
MUTUAL FUNDS DEC 13, 2009
$100K dare for Bogle

John Bogle, founder of The Vanguard Group Inc., is being challenged to put his money where his mouth is with regard to index-based investing.

By Jeff Benjamin
MUTUAL FUNDS DEC 13, 2009
Morgan Stanley seeks 'star' manager

Morgan Stanley is quietly hunting for a new top executive to run its investment management business, one of the world's largest — albeit shrinking — money management operations.

By Bloomberg
MUTUAL FUNDS DEC 11, 2009
Thomas Samuelson: Investors must think outside the box

A growing demand for commodities in emerging and developing markets requires a new way of analyzing commodity investment strategies, according to Thomas Samuelson, chief investment officer at Advanced Equities Asset Management.

By Jeff Benjamin
EMERGING MARKETS DEC 11, 2009
Sizzling emerging markets may have gotten too hot

Emerging markets seem to offer the best prospects for investment, but some observers are warning that rapid capital inflows and rising domestic spending in developing economies are signaling the next bubble.

By Dan Jamieson
LIFE INSURANCE AND ANNUITIES DEC 10, 2009
Financial services biz adviser Accenture first to cut ties with Tiger

By Associated Press
EMERGING MARKETS DEC 10, 2009
China shares rebound

Chinese shares rebounded Monday, along with other regional markets, after Dubai said it had received $10 billion from Abu Dhabi to repay debts owed by its Dubai World investment conglomerate.

By Associated Press
EMERGING MARKETS DEC 10, 2009
Nikkei sheds 1.4% on strong yen, weak economy

Japanese stocks fell Thursday as fresh concerns about the strong yen and mounting doubts about the country's economic recovery weighed on sentiment.

By Associated Press
LIFE INSURANCE AND ANNUITIES DEC 10, 2009
Indexed annuities as securities? Not until 2013, says the SEC

Insurers claimed a small victory in the indexed-annuities war, as the SEC said it will delay by two years the effective date of a proposed rule that would make the products securities.

By Darla Mercado