Displaying 164 results
Pioneer forges ahead with liquid alternative mutual funds
Strategies designed to eliminate interest rate risk or even benefit from rising rates.
Obama administration’s call for boycotting Russian stocks falls flat
Breakfast with Benjamin: Investors not taking President Obama's advice. Plus: Fed warns there's always time to worry about bubbles, Morgan Stanley doubles down on biotech, the cloud computing frenzy marches on, activist investor challenges Coke management perks, and index investing to cut the tax bill
Investors not buying gold bounce despite Ukraine tension
The yellow metal is back in the spotlight, but strategists say that despite Ukraine tension, a long-term comeback is not in the cards. Plus: Ukraine worries sink stocks.
ICI pushes back on too-big-to-fail label for big fund firms
Breakfast with Benjamin: ICI resists 'Too Big to Fail' label for fund firms plus Crimea chooses Mother Russia and what that means for the markets. And guess what, the Fed is out of ammo, Pimco spins the Mohamed El-Erian departure while Mr. El-Erian opens a Twitter account.
Markets brace for Sunday’s Crimea vote
Friday's menu: Already on edge, investors brace for Sunday's vote in Crimea. And will sanctions against Russia even work? Plus: riding the storm out by staying invested, going long in emerging markets and taking a fresh look at copper. Oh, btw, it's jellybean Friday.
Merger of Nicholas Schorsch’s American Realty Capital Properties and Cole Real Estate Investments closes
Combined company is the largest publicly traded net-lease REIT, with value of $21.5B
JPMorgan’s Madoff missteps
Breakfast with Benjamin: JPMorgan's Madoff missteps, Prudential's bullishness, ETF inflows' lessons, gold bugs' squashed state and Kraft's Velveeta shortage warning. Plus: pot stocks vs. prison stocks.
Say what? Most Americans feel like they’ve missed the market’s historic bull run
Breakfast with Benjamin: Why most Americans feel they've missed the market's historic bull run. Plus: Warren E. Buffett offers retirement advice, playing defense with luxury goods, Candy Crush at $21 a share, comparing QE to the telegraph, and Ackman's never-ending obsession with Herbalife
Investors go berserk over Bitcoin trading platform
Also in today's Breakfast with Benjamin: Getting contrarian in 2014, El-Erian picks apart the Fed's taper plans, Morningstar warns against timing this market, more Obamacare taxes coming, and companies that got social media right
Bitcoin is soaring, but financial advisers are steering clear for now
Despite the Bitcoin hype, many advisers are steering clear of the online currency, which is unregulated by central banks and traded freely on the Internet.
Institutional investors moving more cash to diversified strategies
Friday's Breakfast with Benjamin featuring what big investors are doing with their cash. Plus: Bracing for an SEC exam, robo-adviser asset-gathering update, stocks to watch next week, and more ways to spend bitcoin.
Bull market lifts average 401(k) balance above $89K
Breakfast with Benjamin: The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.
Wealthy investors dumping cash and equities, buying alternatives
Alternative investments are 'increasingly becoming core,' strategist says
It’s back! Market volatility sets advisers’ defensive plans in motion
The recent spike in stock market volatility has put the financial advice community into scramble mode, with many advisers fielding calls from nervous clients while embracing defensive investment strategies.
Is gold still an attractive investment?
Last week's string of positive U.S. economic data is once again drawing attention to the direction of gold prices. What will trigger the precious metal's next valuation move?
Dennis Stattman’s 25-year balancing act
Dennis Stattman, manager of BlackRock's global allocation fund, has made advisers look smart and has kept clients happy thanks to 25 years of outperformance.
Private-equity giants set their sights on alternatives for mom and pop
Advisers could benefit as retail investors load up on alts.
All eyes on the jobs report as investors pull money from stocks
Friday's menu: All eyes on the jobs report as investors pull cash from stocks, what the frigid winter in the U.S. could wreak, what is Apple up to (aside from buying back its stock) and at long last, the Winter Olympics in Sochi begin.
New iShares ETFs let investors bet on developed markets while skirting currency risk
Offerings are attractive because the U.S. dollar is expected to rise against other currencies as the Fed tapers bond-buying program, eventually pushing up interest rates.
More bad news for gold
Today's Breakfast with Benjamin: If rates rise, gold won't. Plus: Warren Buffett's $1B tease, a new twist on stock valuations, bitcoin marches on, another solar energy push and, what's good about hoping for a flat market.
