JKEPHART

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INVESTING EQUITIES NOV 15, 2013
Finding income in surprising places

It's still hard to find income in today's markets. So where is BlackRock's multiasset income honcho Michael Fredericks looking? Jason Kephart finds out.

NEWS INDUSTRY NEWS NOV 14, 2013
'This recovery has legs,' Gamco's Howard Ward says

Howard Ward wasn't, in fact, wearing bull horns during his presentation Tuesday morning at the Schwab Impact Conference in Washington D.C., but given his outlook for stocks, one could be forgiven for hallucinating it.

INVESTING FIXED INCOME NOV 13, 2013
Rate revolution forces advisers to be bond kings

Thanks to the threat of rising rates, it's no longer a set-it-and-forget-it world. Now advisers have grabbed the core bond fund crown from Bill Gross and Jeffrey Gundlach, taking control over their own bond portfolios.

INVESTING ALTERNATIVES NOV 04, 2013
How Lewis Altfest makes the alternatives talk not so spooky

Renowned financial adviser suggests that clients stretch themselves a little bit.

INVESTING EQUITIES NOV 04, 2013
Pimco hires a new head of equities

Bond giant Pacific Investment Management Co. has hired a new global head of equities, replacing Neel Kashkari, who left the company at the beginning of the year to pursue a political career.

INVESTING ETFS NOV 01, 2013
Schwab's attack of the clones

Five of firm's six new fundamentally weighted ETFs mimic existing funds

INVESTING ALTERNATIVES OCT 30, 2013
Now for something different at Fidelity: Event-driven investing

Fidelity is adopting a popular hedge fund strategy as the basis for a planned mutual fund, embracing event-driven investing. But don't assume they're going full-bore into the alternatives world.

INVESTING EQUITIES OCT 29, 2013
Oakmark finding value in unlikely places

The technology sector, for one, is an area not typically considered value.

INVESTING EQUITIES OCT 28, 2013
Stock funds receive most money since 2000

Investors poured a net $45.5 billion into stock mutual and exchange-traded funds during October.

INVESTING ALTERNATIVES OCT 28, 2013
Hedge fund trackers shooting the lights out

A pair of funds that track hedge fund filings are performing better than the real McCoys. But what's going to happen when stocks take a dive? Jason Kephart has the story.