Alternatives

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INVESTING ALTERNATIVES FEB 01, 2016
Wall Street money flows toward Marco Rubio, Hillary Clinton

<i>Breakfast with Benjamin</i> Wall Street is showing big support for Marco Rubio and Hillary Clinton. Time will tell if that's a blessing or a curse.

INVESTING EQUITIES JAN 28, 2016
Charles Schwab's Liz Ann Sonders sticks to her bullish tone

<i>Breakfast with Benjamin</i> Liz Ann Sonders' reason to remain bullish: The economy not being as bad as many believe.

INVESTING ALTERNATIVES JAN 28, 2016
Hillary Clinton ups the ante with new plans to tax the rich

<i>Breakfast with Benjamin</i> The presidential hopeful's new &#8220;Fair Share Surcharge&#8221; to tax the wealthiest Americans would raise $150 billion over 10 years.

INVESTING EQUITIES JAN 27, 2016
Putting negative interest rates in perspective

<i>Breakfast with Benjamin</i> Even if they have to resort to negative interest rates, central banks never really run out of ammo.

INVESTING EQUITIES JAN 27, 2016
Short sellers are licking their chops in this market

<i>Breakfast with Benjamin</i> Short sellers are staking their claims on the downside of the market, as short interest in the S&amp;P 1500 reaches its highest level in three years.

INVESTING EQUITIES JAN 25, 2016
Smart-beta strategies can help today's investors, but they're not all created equal

Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.

Legg Mason joins the smart-beta ETF space, without calling it that
INVESTING EQUITIES JAN 25, 2016
Legg Mason joins the smart-beta ETF space, without calling it that

The firm joins Goldman, JP Morgan and John Hancock by jumping into the ETF space with passive strategies based on proprietary quantitative research.

SEC's Mary Jo White rips bill to ease restrictions on BDCs
INVESTING ALTERNATIVES JAN 22, 2016
SEC's Mary Jo White rips bill to ease restrictions on BDCs

Despite SEC chairwoman's concerns over leverage and impact on individual investors, backers hope legislation will pass because of bipartisan support.

Investors thinking about retirement should understand BDCs
INVESTING OPINION JAN 22, 2016
Investors thinking about retirement should understand BDCs

Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.

Legg Mason in exclusive talks to buy Clarion Partners
INVESTING ALTERNATIVES JAN 19, 2016
Legg Mason in exclusive talks to buy Clarion Partners

Deal said to value real estate investment manager at $850M

INVESTING ALTERNATIVES JAN 14, 2016
Twitter and Snapchat shape up as potential robo-advice players

<i>Breakfast with Benjamin</i> Are Snapchat and Twitter the next players to enter the robo-advice game?

Goldman Sachs benches its BRIC strategy
INVESTING EQUITIES JAN 14, 2016
Goldman Sachs benches its BRIC strategy

<i>Breakfast with Benjamin</i>: Brazil, Russia, India and China assets are down 88% since their 2010 peak.

INVESTING ALTERNATIVES JAN 13, 2016
How Nick Schorsch lost his mojo

Amidst the market carnage, liquid alt funds lived up to their promise
INVESTING EQUITIES JAN 12, 2016
Amidst the market carnage, liquid alt funds lived up to their promise

Diversifying beyond a single fund or single strategy is key.

INVESTING EQUITIES JAN 11, 2016
Securitization makes a comeback

Breakfast with Benjamin: Securitization comes back and it's not all bad...Plus, how JPMorgan is positioned for rising rates, Deutsche Bank suspends currency traders, GM pays a dividend, and more minimum wage math.

The SEC has reduced the charges against SAC Capital's Steve Cohen
INVESTING EQUITIES JAN 08, 2016
The SEC has reduced the charges against SAC Capital's Steve Cohen

<i>Breakfast with Benjamin</i>: SEC backs away from part of its charges, moving Steve Cohen a step closer to again managing outside capital.

The challenge of keeping clients away from shiny new investing trends
INVESTING ALTERNATIVES JAN 07, 2016
The challenge of keeping clients away from shiny new investing trends

A firsthand example of how hard it can be for investors to ignore something that looks exciting.

As market volatility spikes, investors plan to lift allocation to alternatives: Survey
INVESTING ALTERNATIVES JAN 07, 2016
As market volatility spikes, investors plan to lift allocation to alternatives: Survey

Pensco study finds SEC's crowdfunding rule likely to draw investors to more private equity-like vehicles.

ETF options juggernaut marches on amid market turmoil
INVESTING EQUITIES JAN 04, 2016
ETF options juggernaut marches on amid market turmoil

As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.

INVESTING EQUITIES JAN 04, 2016
No point in comparing Bill Gross' performance at Janus to what he did at Pimco

<i>Breakfast with Benjamin</i> While it might be tempting to pit the Bond King's new Janus fund against the Pimco Total Return Fund, they are different animals.