In today's Breakfast with Benjamin: Two big investment houses recommend exiting emerging markets. Also: Credit Suisse offloads risky assets, investment gurus get nervous about 2014, cold weather and a weak economy, and what will cost more this year.
As more retail alternative investments hit the market, financial advisers are doing more due diligence and seeking out firms that provide the most transparency and have solid performance.
Live from the <i>IN</i> Alternatives Conference: 'But 20% will start to make a difference,' she says
The demand for liquid alternatives has never been higher, and it is drawing in a pack of money managers who are all vying to be leaders of the pack.
The search for new portfolio ballast
Investors are dumping gold-backed exchange-traded products at the fastest pace since the securities were created a decade ago, mirroring the steepest price drop in 32 years.
Private-equity firms marketing retail-oriented funds that don't require decade-long lockup
Portfolio manager who helped feds must pay $390K, will do no prison time.
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.
Nontraded REITS are estimated to bring in about $20 billion in retail investor capital flows by the end of this year, compared with $10.3 billion in 2012.
Berkshire's second-quarter profit climbs 45 percent.
IBDs are racking up a bonanza of commission dollars and marketing cash from the sale of alternative investments, namely nontraded REITs. <i>IN</i> senior columnist Bruce Kelly on whether the firms have learned from the sale of fraudulent private placements several years ago.
As the rules of the game change, some give up, others double down.
In a letter to B-D execs, Leo Wells said his real estate investment company has halted any further offerings. The reason? Lack of regulatory 'clarity.'
Plus: Asian markets are charging, hitting a year-end financial high note, how to use bond ETFs, Amex gets stung, and apps for getting fit. Check out Breakfast with Benjamin.
Money manager said to seek $3 billion for new credit hedge fund.
Plus: Hedge funds short gold, bonds embrace Fed taper, Obamacare hits the family budget hard, a case for reverse mortgages, and holiday tipping tips
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.
The best hedge fund managers tend to find profits in short-term, contrarian bets.
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.
