Jeff Benjamin

Jeff Benjamin is a senior columnist who primarily writes about investments and practice management as they relate to the wealth management industry. In addition to news and opinion writing, Jeff also does regular video interviews and is the co-host of The InvestmentNews Podcast, a weekly show that takes listeners behind the scenes of our coverage. He joined InvestmentNews in 2000. Prior to InvestmentNews, Jeff’s career included working as an analyst at Cerulli Associates, and as a reporter for Dow Jones Newswires. Jeff is based in North Carolina and when he isn’t working, he can usually be found playing golf or fishing. Jeff is a former Marine and has a bachelor’s degree in journalism from Central Michigan University.

Jeff Benjamin
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Go-anywhere bond funds not for the faint of heart
INVESTING FIXED INCOME APR 23, 2015
Go-anywhere bond funds not for the faint of heart

Managers' ability to seek returns in multiple markets sounds great but comes with risks

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.

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.

Morgan Stanley CEO James Gorman rakes in the big bucks
INVESTING EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

INVESTING FIXED INCOME APR 19, 2015
How to avoid the 'grit your teeth and bear it' bond strategy

Guggenheim launches new salvo in bond laddering method of investing for a rising rate environment with a few wrinkles.

State Street gets the cold shoulder from financial advisers
NEWS RIAS APR 19, 2015
State Street gets the cold shoulder from financial advisers

<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.