Displaying 164 results
The perfect storm: Why alts make sense
High equity prices, low bond yields and geopolitical risk are all leading to new popularity for this once-shunned allocation. Find out how more portfolio strategists are moving away from the traditional 60/40 split.
Active managers win the bull market
Growth-oriented stock pickers beat their benchmarks, but how long will it last?
Alternative investing program targets advisers looking to diversify
Timing of new certification training couldn't be better with stocks at highs and rates set to climb.
No longer able to blame winter weather, economists see real weakness in housing
Breakfast with Benjamin: The truth of the housing market is about to hit. Plus: A fresh batch of market data to start your week; the rich have gotten richer since the financial crisis; stocks are being called overpriced; and why working for a hedge fund is better than working at your company.
Consumers left in the loan lurch as big banks still hold off
Friday's menu: Consumers still left in the loan lurch. Plus: Which manager just jumped into the liquid alts pool? Some stocks for a rising-rate cycle; commodities are hot again; European banks ride the wave; and Merrill trims its housing outlook.
Markets brave a presidential-cycle speed bump
Breakfast with Benjamin: It's a bad time for stocks, based on the presidential cycle. Plus: The Nasdaq tests correction territory; most money managers think U.S. stocks are pricey (but there is a market they love); a tech ETF for nervous investors; what advisers wish investors knew; and having delicious fun with Crème Eggs.
Stocks search for direction on a data-rich day
Breakfast with Benjamin: Which way for stocks on big data day? Plus: The downside of low rates; GM gets some love; Earth Day and earthy companies; the surging price of shrimp makes cheap food, well, less so; and reflection and hope in Boston.
Net exposure: The long and short of it
Long/short strategies can play an important role in a portfolio, but they're not all created equal.
Investors turn focus to first-quarter earnings
Breakfast with Benjamin: All eyes are on earnings. Plus: The SEC discovers high-frequency trading, momentum takes out passive investors, AAA credit ratings becoming extinct, new love for emerging markets, six solid stocks to watch this week, overwhelmed at the IRS, and Switzerland votes for the world's highest minimum wage.
Market stems sell-off but volatility is here to stay
Advisers agree investors need to stay calm and avoid knee-jerk selling.
Markets are bracing for a rough start to the week
Breakfast with Benjamin: Why investors are bracing for a rough start to the week. Plus: The SEC hones in on hedge funds, rethinking stock buyback programs, trading stocks on your phone, and using your phone to break bad habits
Coming off yesterday’s big bounce, futures do not look bright for today
Breakfast with Benjamin: Backing off the big bounce. Plus: Bill Gross confesses, Bank of America pays for cheesy marketing tactics, investing in wind energy and an urgent reminder to change those passwords
Bank ETFs ride the choppy waves of Yellen-speak
Breakfast with Benjamin: Bank ETFs ride the choppy waves of Yellen-speak. Plus: Still waiting for Treasury yields to spike, new love for intermediate-term bond funds, hot stocks ahead of earnings reports, and even gold bugs are starting to worry about the precious metal's decline
Investors adopt a defensive stance to wrap up 1Q
Breakfast with Benjamin: At some point in the first quarter, investors got defensive. So what does that mean now? Plus: It's all about Friday's jobs report, Michael Lewis calls out the stock market for being rigged, Obamacare investing risks and opportunities, and will Janet Yellen spook the market again?
When BRICs go bust, investors head toward frontier markets
Friday's menu: Where investors go when BRICs crack. Plus: How advisers can — and should — deal with male and female clients, mounting sanctions drive Russia toward China for economic help, investor class-action lawsuits spike, and saving money on travel.
Muni market beware: Puerto Rico running out of time
If the commonwealth defaults, it will cause a shock to the system.
When the White House starts giving investment advice, we’re all in trouble
Investors wisely ignore calls to short or sell Russian stocks
Until the economy springs forward, just keep blaming the weather
Breakfast with Benjamin: It's the weather. Repeat. Plus: Congress sticks with its attack on mortgage interest deductions, high-speed traders and you, investing in stock splits, and here's how much you should have saved for retirement.
Russia and the energy-stock short-sale question
Breakfast with Benjamin: Is it time to short energy stocks, given the Russian rabble rousing? Plus: Gold's reaction to Fed chief Yellen, Candy Crush IPO's dizzy math, how to retire with $1M, and at tax time, age counts (the younger, the better).
When women-run retirement funds beat the boys
Breakfast with Benjamin: Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.
