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ETF investors bail on the financial sector
Breakfast with Benjamin:Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.
Morningstar partners with ProShares to manage an alternative ETF
ALTS will track an index maintained by Morningstar that includes allocations to seven different alternative investment strategies
The Fed struts its market-timing skills to inject a sense of calm
Breakfast with Benjamin: The Fed tries to inject a sense of calm in the market, Mohamed El-Erian passes on Pimco, all economists get it wrong, a global currency war is unfolding before our eyes, and more.
New York Life buys IndexIQ to expand liquid alts offering, add hedge fund ETFs
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
New managed volatility funds aim to protect client portfolios from market swings
Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance
Goldman Sachs strategists say investors hold too much stocks and bonds and need to jack up alternatives allocations
It's a matter of diversifying rather than dabbling: Adding a few percentage points 'is not doing anything'.
SEC approves rule change for greater transparency of nontraded REITs
The rule, proposed originally by Finra, will require per-share valuation of unlisted REITs or direct participation program on customer statements.
Options market action suggests investor fear has peaked
Bulls looking for signs that Friday's rally in stocks is the start of something bigger are taking signals from options and S&P 500 Index charts. And it's looking good.
Fattened by the Federal Reserve, the markets want more
Breakfast with Benjamin: Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.
Advisers tested by spike in market volatility
Wild week in financial markets wrapping up with rebound in stocks as bonds decline.
Cliff Asness says market volatility is a good reason to diversify
Advisers should look at alts, but fees are too high, he contends.
CNL Lifestyle exits senior housing with portfolio sale
Deal focuses large nontraded REIT on lifestyle sector before a potential listing of shares or sale of the portfolio.
How much is Sears’ new REIT really worth?
The rush to buy Sears shares after the struggling retailer said it might spin off 200 to 300…
Schorsch empire strikes back on perception of illiquid investments
Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.
Buckle up for more volatility
Breakfast with Benjamin today features: More market volatility on the way and not just for stocks. Plus: Consumers' bad attitudes, Fed chief Janet Yellen's first big test, and more.
Alternatives: A key piece of the investment puzzle
The case for traditional long-only allocations to stocks and bonds is getting weaker by the day, increasing the importance of finding a way to fit alternatives into client portfolios.
Market strategists unbowed
Breakfast with Benjamin: Wall Street observers' resolve likely to be tested today, plus what could lift stocks out of their funk, solid earnings from Goldman Sachs and Janet Yellen's puzzle.
Bond market message to Fed: Your 4% rate outlook is too high
The bond market, unparalleled in predicting shifts in the U.S. economy over the decades, has a message: Interest rates aren't going to rise as high as even the Federal Reserve's own forecast.
How to explain alternative investments to clients
Talking clients through the complexities of alternative investments requires simplicity and a focus on function.
LPL to stop selling Nicholas Schorsch’s American Realty Capital Properties, RCS products
Latest blow to REIT czar after $23 million accounting scandal at ARCP uncovered.
