Alternatives

Displaying 3882 results
After big 2014, trend-chasing mutual funds drop
INVESTING ALTERNATIVES MAY 06, 2015
After big 2014, trend-chasing mutual funds drop

Turnaround interrupts best run for hedge-fund like offerings in more than five years, threatens to diminish their popularity with retail investors.

BlackRock alternative credit fund hopes to play rising rates to its advantage
INVESTING ALTERNATIVES MAY 06, 2015
BlackRock alternative credit fund hopes to play rising rates to its advantage

Hedging out rate risk puts the focus on credit opportunities ... and manager sees plenty of them ahead.

SEC to expand alternative investment examination program to more asset classes
INVESTING ALTERNATIVES MAY 05, 2015
SEC to expand alternative investment examination program to more asset classes

Agency to include credit advisers, infrastructure and timber managers, acting director of OCIE says.

INVESTING ALTERNATIVES APR 30, 2015
Nontraded REIT sponsors changing compensation for advisers

New share class dubbed a “T share” cuts upfront commission brokers are paid but creates an annual trailing commission.

New Hampshire wants LPL to pay $3.6M over nontraded REIT sales
INVESTING ALTERNATIVES APR 30, 2015
New Hampshire wants LPL to pay $3.6M over nontraded REIT sales

Case, involving 48 sales, stems from an 81-year-old investor who lost a substantial amount on the product.

The housing market steps up to provide a needed economic boost
INVESTING EQUITIES APR 29, 2015
The housing market steps up to provide a needed economic boost

<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.

INVESTING EQUITIES APR 29, 2015
Vanguard tiptoes into the liquid alternatives market

New multialternative fund seen as endorsement of alts, while pressuring fees

INVESTING EQUITIES APR 28, 2015
Take a page from active managers to get clients past the pack mentality

Trends can be tempting and tough to ignore, so knowing where to look for opportunities others are missing is key.

INVESTING ALTERNATIVES APR 27, 2015
Morningstar founder Joe Mansueto still dreams big

Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?

Bill Gross has a winning strategy to profit from range-bound Treasuries
INVESTING ALTERNATIVES APR 23, 2015
Bill Gross has a winning strategy to profit from range-bound Treasuries

Janus fund manager using options, or what he calls 'selling insurance' against volatility to benefit if 10-year Treasury yield stays in tight band.

Lessons to learn from the last Nasdaq bubble
INVESTING EQUITIES APR 22, 2015
Lessons to learn from the last Nasdaq bubble

<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.

Investors pile into hedge funds, pushing total assets close to $3 trillion
INVESTING ALTERNATIVES APR 22, 2015
Investors pile into hedge funds, pushing total assets close to $3 trillion

Equity hedge category leads investor inflows as performance improves.

Carlyle Group misses the mark with liquid alts
INVESTING EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

The riddle and the dilemma of global bonds
INVESTING ALTERNATIVES APR 20, 2015
The riddle and the dilemma of global bonds

<i>Breakfast with Benjamin</i>: Bond bulls continue to shrug off logic, claiming it's different this time, even despite negative yields.

INVESTING EQUITIES APR 20, 2015
Why 'smart beta' strategies deserve all the attention and assets they're attracting

Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios

Hedge fund bulls go big on oil
INVESTING EQUITIES APR 20, 2015
Hedge fund bulls go big on oil

<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?

DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta
INVESTING EQUITIES APR 20, 2015
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

Fixed-income foundation pushed fund to the top of the large-value category.

ARCP shareholder calls for new board in wake of accounting scandal
INVESTING ALTERNATIVES APR 20, 2015
ARCP shareholder calls for new board in wake of accounting scandal

Twin Securities CEO David Simon said in a letter on Tuesday that he has &quot;deep reservations&quot; about the existing board and their ties to Nicholas Schorsch.

INVESTING ALTERNATIVES APR 16, 2015
Finra arbitrators award couple $16.6 million from BNP Paribas

In longest-running arbitration case in 20 years, panel rules leveraged derivative investment was unsuitable.

Bill Gross says he will short the German bund, eventually
INVESTING ALTERNATIVES APR 14, 2015
Bill Gross says he will short the German bund, eventually

<i>Breakfast with Benjamin</i>: Bill Gross calls out the 10-year German bund, but you'll want to wait more than a year for the end of Europe's easing.