New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.
<i>Breakfast with Benjamin</i>: Lynn Tilton is now being charged with 'grossly' mismanaging $100 million in investor assets, which she denies.
Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously
In a year when its peers lost 15% investing in commodities, DoubleLine wades in with a long-short strategy.
Group focuses on mainstream and alternative investments such as nontraded REITs.
Stocks have been murdered, and China seems to have been caught red-handed. But some financial luminaries are pointing to a surprising defendant: the risk-parity strategy pioneered by hedge fund manager Ray Dalio. Who's guilty?
<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.
<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.
Once the exclusive domain of institutional investors, alternatives have become widely available to advisers and investors. They've gained popularity in large part because they promise diversification beyond traditional stocks and bonds.
<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.
Financial advisers would be wise to bone up on the asset class because they'll be getting sales pitches.
<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach thinks that as painful as it's been over the past week, the markets still need a thorough housecleaning.
Reducing downside risk as traditional strategies bite the dust amid market meltdown.
<i>Breakfast with Benjamin</i>: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.
Panic selling off the opening bell leads to investors buying the drop but more losses possible as all eyes focus on China's problems.
Agency finds a significant number of inappropriate sales.
