Displaying 164 results
Using derivatives even when they hurt society
Breakfast with Benjamin: Dr. Doom gets even doomier, using derivatives even when they hurt society, more sluggish economic growth, cashing in on video surveillance, and the pros and cons of free airport Wi-Fi.
BlackRock puts the brakes on market-moving analyst sentiment reports
Today's Breakfast with Benjamin features BlackRock's settlement with the N.Y. attorney general. Plus: Stock futures looking up, activist hedge funds rock, a look at 4Q earnings, the myth of cybersecurity, retirement mistakes to avoid and the upside of office relationships.
In a class by himself, Fidelity fund manager William Danoff keeps performance humming
Contrafund manager tops S&P 500 (and his peers) over just about every time period.
What to expect from the Davos World Economic Forum
Today: What to expect from Davos ... but remember how Davos big-thinkers whiffed last year. Also: Time to worry about deflation again, hedge funds go for the gold, a Super Bowl market indicator, and Happy MLK Day.
Goldman calls stock market lofty by most measures
Today's Breakfast with Benjamin includes: Goldman's stock market call, a closer look at Fed policy, lawyers pick apart Volcker rule, retailers and cyber security, combining IRAs, and how not to ignore your client's wife.
Back to the basics on bond funds
Breakfast with (InvestmentNews senior columnist Jeff) Benjamin: Going back to basics with bond funds; breaking down the jobs report; Wall Street confronts a big mortgage settlement; Chinese exports falter; the polar vortex and natural gas prices; and retailers' bad holiday season.
Rubber meets the road on Fed tapering
Breakfast with Benjamin: Did the Fed make the right move with tapering? We'll know this week. Plus: Hot stocks for cold weather, missing out on the market, consumer sentiment looks bright, office vacancy rates still hurting, and the minimum wage debate.
Janet Yellen takes the helm (and the heat) at the Fed
Breakfast with Benjamin: Janet Yellen takes the helm (and the heat). Plus, data breach at Barclays, Pimco's guide to reducing volatility, investing when you're really scared, and investing when you're in love.
60/40 is fine for many advisers
Investors have poured $156.6 billion into alternative investments, including nontraditional bonds, since 2010, according to data from Morningstar Inc. Nearly half of that amount — $74.6 billion — has come in 2013, giving the alternative market total net assets of $227.3 billion. Still, some believe that overdiversifying is unlikely to add value for clients and maintain that sticking to stocks and bonds is enough.
It’s time to rethink bond allocations
The search for new portfolio ballast
Advisers forced to be nimble as fixed-income risk climbs
The problem is complex: With bonds in the dumps, many advisers are cutting their clients' allocations to fixed income. But they have to figure out where to put that money, because it's not a slam-dunk “toss it into stocks” decision.
New love for mortgage REITs
2014 could be a good year for mortgage REITs and here's why. Plus: Which housing markets are vulnerable to rising rates, gold-mining stocks for the truest gold bugs, an ETF end zone dance, social media apps took over in 2013, and more proof of Obamacare bumbling.
Take 5: For bond fund investors, it may be time to bail
"Get out while the getting is still good," says Asset Dedication's Brent Burns.
The sleigh is loaded up for a Santa rally
Plus: Hedge funds short gold, bonds embrace Fed taper, Obamacare hits the family budget hard, a case for reverse mortgages, and holiday tipping tips
Fed set to knock another $10B off its quantitative easing program
Breakfast with Benjamin: At Bernanke's final meeting, Fed poised to cut another $10B from its bond-buying program. Plus: CEOs struggle to manage expectations, income tax pain hits home, a tale of two homebuilder ETFs, and young folks aren't biting on the Obamacare sales pitch.
Prepping Janet Yellen for the hot seat
Plus: Elizabeth Warren vs. Wall Street, emerging markets see downside of credit boom, and the realities of alternative energy investments. All in Breakfast with Benjamin.
Huber succeeds by looking at the little picture
High-flying fund applies a blend of fundamental and behavioral finance analysis to capitalize on market patterns.
Dividend ETFs losing luster as rates rise
Breakfast (with Benjamin) is served: Dividend ETFs losing luster as rates rise; Bernanke's last stand; nontransparent active ETFs; Obamacare's drag on health care; useless jobless claims data; and global New Year's traditions.
Markets fixate on Fed’s final meeting of 2013
Investors watch the Fed as its last meeting of the year begins. Also in today's Breakfast with Benjamin: Stocks to buy when the Fed tapers, gold investors seek the bottom, IPOs gone wild, and a Deutsche Bank shopping guide.
It’s not too late to get into stocks, Wells Fargo says
Advisers should still be pushing clients with piles of cash to get into stocks despite the market's stellar year-to-date gains and new all-time highs, said Wells Fargo Advisors' senior equity strategist, Scott Wren.
