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Fund unloads China stocks but finds value in shares listed in Hong Kong, New York

July 15, 2015

Years investing in China's stock market have taught Garry Laurence that extreme volatility creates opportunities. Lately, he says, they've all been opportunities to sell. The Sydney-based money manager, who helps oversee about $25 billion at...

Massachusetts' Galvin to investigate alternative fund sales by advisers

July 15, 2015

Massachusetts' top securities cop, William F. Galvin, launched an investigation Wednesday into sales of 25 alternative mutual funds by state-registered financial advisers. In a statement, Mr. Galvin said alternative mutual funds “can be accidents...

Should advisers suggest that an algorithm do clients' saving for them?

July 15, 2015

Setting up regular automated deposits that zap money from checking right into a savings or investment account is the easiest — and often, most painless — way to save money. Once it's set up, you can save with zero effort every time a paycheck...

The toughest job in financial advice: Teaching economics to a presidential contender

July 14, 2015

When politics and economics collide, it is often the economics that gets bowled over for the sake of a pandering soundbite. Unless the economic advisers agree with the preconceived views of the candidates, the relationship will be testy and...

Emerging markets pioneer Mark Mobius to step down as lead manager on Templeton Emerging Markets Investment Trust

July 14, 2015

Mark Mobius, who is credited as a pioneer in emerging-market investing, will step down as the lead manager of one of the oldest developing-nation stock funds after trailing his benchmarks in recent years. The Templeton Emerging Markets Investment...

3 things to consider before pursuing a strategic asset allocation

July 14, 2015

At a conference I attended recently, the question “do you have too much equity risk?” came up during a risk parity discussion. One of the investors said his portfolio wasn't over allocated to equity risk since he had a long-term investment...

Goldman Sachs makes ESG bet with acquisition of asset manager Imprint Capital

July 14, 2015

Goldman Sachs Group Inc. agreed to buy Imprint Capital Advisors, an asset-management firm that advises clients on investing based on their environmental, social and governance views. The bank expects to complete the deal in the next few months,...

Greece offers prime example of how to get in front of clients to counteract scary headlines

July 13, 2015

Even with another bailout in the works for Greece, the country's fiscal woes will remain in the headlines for months, perhaps longer, and financial advisers are reaching out to clients to make sure they keep this melodrama in perspective. “Now...

Real estate crowdfunding trend presents new challenges, opportunities for financial advisers

July 13, 2015

Financial advisers are shaping up to be the ideal target market for the quickly expanding marketplace of crowdfunding real estate investment platforms. Whether or not advisers will take the bait and allocate client assets to the newest twist...

BlackRock warns of stock-bond correlation, suggests illiquid real estate

July 13, 2015

BlackRock Inc.'s top investment strategist warned Monday of the prospect of stocks and bonds moving in tandem, an added risk in volatile markets, and suggested investors should devote more of their portfolios to illiquid investments. “If the...

Stock buybacks come under fire from politicians

July 13, 2015

There is a rising backlash from the record-level stock-buyback programs that politicians are pretending to understand. The usual suspects take their dislike of Wall Street to the people, hoping the people will skip past the details and join...

Banks and speed traders faulted for huge Oct. 15 Treasury price swing

July 13, 2015

U.S. authorities called out banks for pulling out of the Treasury market last October during a period of extreme volatility, and said high-frequency trading firms contributed to wild price swings by submitting a number of orders that canceled...

S&P 500 stocks give advisers sinking feeling as 'buy the dip' stops paying out

July 13, 2015

You're not imagining things: buying the dip really has stopped working in U.S. equities. It's not that there are fewer of them — 2015 has had more down days in the Standard & Poor's 500 Index than any year since 2002. Rather, it's that declines...

Dimensional, John Hancock in partnership to build their first ETFs

July 13, 2015

John Hancock Investments and Dimensional Fund Advisors will partner to bring their own exchange-traded funds to market for the first time, according to a filing Monday with regulators. Boston-based John Hancock will use Dimensional as the manager...

No reason to assume REITs can't thrive when rates rise

July 12, 2015

Just because real estate investment trusts have been riding high as an alternative source of income during an extended — and unprecedented — period of low interest rates, there is no reason to assume REITs can't thrive when rates start rising....

REITs ranked by one-year total return

July 12, 2015

Company/Ticker symbol Property focus/ # of properties One-year total return* Dividend yield* Implied market capitalization ($M)* 2014 funds from operations per share/growth Debt-to-total capitalization 2014/2013 Fixed-charge coverage ratio (multiple)...

Specialty REITs offer something for everyone

July 12, 2015

Most investors who are looking to diversify their portfolios with real estate know they can turn to real estate investment trusts for access to fairly standard holdings such as office buildings, multifamily homes or hotels. But beyond that is...

OppenheimerFunds says Puerto Rico can pay its debts; governor says no

July 11, 2015

Puerto Rico's governor says the island's $72 billion debt load is too big to pay. OppenheimerFunds Inc., the largest mutual-fund holder of the bonds, disagrees. As Alejandro Garcia Padilla begins to make the case for delaying debt payments,...

Despite strong performance, advisers keep the cork in wine investments

July 10, 2015

If your clients have patience, money and some more money, investing in wine might be an ideal portfolio diversification strategy. Beyond the steep transaction costs, insurance and storage fees; illiquidity and general lack of regulatory oversight,...

Short sales are stacking up and the bears are starting to show some teeth

July 10, 2015

The market bears are getting bolder as they start to come out from a long hibernation, which doesn't really bode well for the bulls. Short sales have hit a post-financial crisis peak Putting Puerto Rico's debt load in perspective. On a per capita...

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