Alternatives

Displaying 3882 results
Pension giants out of sync with alternative investments
INVESTING EQUITIES SEP 04, 2015
Pension giants out of sync with alternative investments

Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.

How advisers can benefit as the cost of private-equity investing is driven down
INVESTING ALTERNATIVES SEP 04, 2015
How advisers can benefit as the cost of private-equity investing is driven down

Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.

Massachusetts' Galvin to investigate alternative fund sales by advisers
INVESTING RIAS SEP 04, 2015
Massachusetts' Galvin to investigate alternative fund sales by advisers

Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.

Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies
INVESTING EQUITIES SEP 02, 2015
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies

<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.

INVESTING ALTERNATIVES SEP 02, 2015
How to think about 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.

INVESTING EQUITIES SEP 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year

<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.

Goldman Sachs' BDC launch signals high-yield investments on the rise
INVESTING ALTERNATIVES SEP 01, 2015
Goldman Sachs' BDC launch signals high-yield investments on the rise

Financial advisers would be wise to bone up on the asset class because they'll be getting sales pitches.

Jeffrey Gundlach says the stock market pullback is just getting started
INVESTING EQUITIES AUG 27, 2015
Jeffrey Gundlach says the stock market pullback is just getting started

<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.

Liquid alts funds pass first real test with flying colors
INVESTING EQUITIES AUG 27, 2015
Liquid alts funds pass first real test with flying colors

Reducing downside risk as traditional strategies bite the dust amid market meltdown.

Gloom overshadows Wall Street, but some economists still see a September rate hike
INVESTING EQUITIES AUG 25, 2015
Gloom overshadows Wall Street, but some economists still see a September rate hike

<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.

Fear and greed swamp stocks as volatility spikes
INVESTING EQUITIES AUG 25, 2015
Fear and greed swamp stocks as volatility spikes

Panic selling off the opening bell leads to investors buying the drop but more losses possible as all eyes focus on China's problems.

SEC warns brokerages to monitor risky products better
INVESTING ALTERNATIVES AUG 20, 2015
SEC warns brokerages to monitor risky products better

Agency finds a significant number of inappropriate sales.

Guggenheim adds real estate to its smart beta lineup
INVESTING ALTERNATIVES AUG 20, 2015
Guggenheim adds real estate to its smart beta lineup

First ETF to offer equal-weighted exposure to a REIT index.

Investors trimming bets on September interest rate hike
INVESTING ALTERNATIVES AUG 19, 2015
Investors trimming bets on September interest rate hike

Options prices indicate skepticism but Pimco says Federal Reserve's rate increase bar is 'fairly low.'

Hotels owned by Schorsch's nontraded REIT found to be in disrepair
INVESTING ALTERNATIVES AUG 18, 2015
Hotels owned by Schorsch's nontraded REIT found to be in disrepair

Safety and maintenance issues found at five hotels owned by American Realty Capital Hospitality Trust.

Publicly traded home-rental firms suffer stock declines as investors grow impatient
INVESTING ALTERNATIVES AUG 18, 2015
Publicly traded home-rental firms suffer stock declines as investors grow impatient

Landlords backed by private equity shop Blackstone and others avoid capital markets.

Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise
INVESTING EQUITIES AUG 17, 2015
Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise

China's Shenzhen Composite Index, having more than doubled in 2015, began declining about a week after the legendary bond manager made a prediction that Chinese stocks were overheated and poised to fall, and it has since plunged about 27%.

Asset managers beat the bushes to woo reclusive family offices
INVESTING RETIREMENT PLANNING AUG 17, 2015
Asset managers beat the bushes to woo reclusive family offices

They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.

INVESTING ALTERNATIVES AUG 14, 2015
Forget gold, oil could be on its way back to $100

<i>Breakfast with Benjamin:</i> The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.

Unwinding the Fed's giant bond portfolio might not hurt much
INVESTING EQUITIES AUG 13, 2015
Unwinding the Fed's giant bond portfolio might not hurt much

<i>Breakfast with Benjamin:</i> For bond investors worried about what might happen when the Fed starts whittling down its $2.46 trillion of Treasuries, there's good news.