Alternatives

Displaying 3882 results
INVESTING EQUITIES SEP 29, 2015
Hedge fund marketers have independent advisers in their sights

<i>Breakfast with Benjamin</i>: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.

Which alternatives ETFs won and lost during the market's bout of volatility
INVESTING ALTERNATIVES SEP 29, 2015
Which alternatives ETFs won and lost during the market's bout of volatility

The goal of alt funds, which track such things as commodities and hedge fund strategies, is to provide returns that don't move broadly in tandem with stock and bond markets. Here's how they did.

Financial advisers get more tools for navigating the liquid alts space
INVESTING EQUITIES SEP 25, 2015
Financial advisers get more tools for navigating the liquid alts space

Stock market volatility drives up the appetite for alternative strategies.

INVESTING ALTERNATIVES SEP 25, 2015
Why closed-end funds are more appealing during market turmoil

Current valuations and distribution rates mean long-term investors should take notice

INVESTING ALTERNATIVES SEP 25, 2015
How Nick Schorsch lost his mojo

Nicholas Schorsch made hundreds of millions in real estate, but an accounting scandal devastated his business.

The Fed tosses out another teaser that rates could still be hiked this year
INVESTING EQUITIES SEP 24, 2015
The Fed tosses out another teaser that rates could still be hiked this year

<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.

INVESTING ALTERNATIVES SEP 23, 2015
When interest rates rise, alternative strategies have chance to shine for income, diversification

As clients clamor for more income, there are eight alternative assets that emerge as viable options

3 allocation strategies that can help clients navigate through volatility
INVESTING EQUITIES SEP 22, 2015
3 allocation strategies that can help clients navigate through volatility

Strategies designed to ride market waves provide the best upside in a market that points down.

What advisers should know about managed-futures funds
INVESTING ALTERNATIVES SEP 22, 2015
What advisers should know about managed-futures funds

Often overlooked by advisers, these noncorrelated strategies can fit well in a thoughtfully constructed portfolio

Papal visits have become precursors to stock market pullbacks
INVESTING EQUITIES SEP 22, 2015
Papal visits have become precursors to stock market pullbacks

<i>Breakfast with Benjamin</i>: Turns out, rare trips to the U.S. by a Pope have not always been good for stocks.

Were volatility strategies to blame for the August drop in stocks?
INVESTING EQUITIES SEP 22, 2015
Were volatility strategies to blame for the August drop in stocks?

Risk parity comes under scrutiny for its potential impact as prices slumped. The upshot: Maybe not

Buyout spree looms as discounts in U.S. real estate stocks deepen
INVESTING ALTERNATIVES SEP 21, 2015
Buyout spree looms as discounts in U.S. real estate stocks deepen

More takeovers may follow Strategic Hotels, BioMed deals as REIT shares offer 15% discount to buying individual buildings.

Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?
INVESTING ALTERNATIVES SEP 21, 2015
Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?

New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.

INVESTING EQUITIES SEP 18, 2015
More distressing news for the 'Diva of Distressed' Lynn Tilton

<i>Breakfast with Benjamin</i>: Lynn Tilton is now being charged with 'grossly' mismanaging $100 million in investor assets, which she denies.

Why the upward trend for stocks is no more
INVESTING EQUITIES SEP 18, 2015
Why the upward trend for stocks is no more

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

Jeffrey Gundlach's DoubleLine opens its first alternatives fund
INVESTING ALTERNATIVES SEP 17, 2015
Jeffrey Gundlach's DoubleLine opens its first alternatives fund

In a year when its peers lost 15% investing in commodities, DoubleLine wades in with a long-short strategy.

INVESTING ALTERNATIVES SEP 11, 2015
RCS Capital cuts due diligence team at Cetera Financial

Group focuses on mainstream and alternative investments such as nontraded REITs.

Risk parity: The real culprit behind the market's madness
INVESTING ALTERNATIVES SEP 08, 2015
Risk parity: The real culprit behind the market's madness

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?

Pimco minus Bill Gross equals outflows
INVESTING RIAS SEP 04, 2015
Pimco minus Bill Gross equals outflows

<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.

The next REIT privatization wave is underway
INVESTING EQUITIES SEP 04, 2015
The next REIT privatization wave is underway

<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.