<i>Breakfast with Benjamin:</i> Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.
The alternative pitched as a way around rising rates isn't holding up it's end of the bargain very well; maybe it's time to look at individual bonds
Pimco's storied but embattled bond king seeks to rebuild Pimco's flagship fund, as well as his reputation. <i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140615/MUTUAL">Our full mutual funds special report.</i></a>
Proponents of the strategy tout its effectiveness in any rate environment.
Advisers sticking with the tried-and-true bond laddering strategy could be hurting clients amid looming rate increases.
Bond yields are beginning to move back toward familiar territory, which provides a reminder that bonds were never really designed to provide high returns. They were and are designed to provide security. In other words, the party is over.
Plus: Individual investors zig as professionals zag, hedging the U.S. market by going global, Citigroup in the spotlight, and futbol mania
<i>Breakfast with Benjamin: Why there's no excitement for this stock rally. </i>Plus: Fee-only RIAs in the catbird seat but they can't relax; the active ETF world heating up; what QE has wrought; on Phil Mickelson and insider trading; and Apple's big day.
<i>Breakfast with Benjamin:</i> Carl Icahn warns that stocks are on risky ground. Plus: Interest rates and volatility are raising red flags, one man's take on the Fed-fueled bubble, the SEC is watching for political-donation conflicts, gold gets no respect, and institutional money is chasing solar energy stocks.
In this Take Five interview, Raman Srivastava, manager of the Dreyfus Opportunistic Fixed Income Fund talks about what advisers should look for in an unconstrained, or go-anywhere, bond fund.
<i>Breakfast with Benjamin:</i> Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.
Heading into the second half of the year, Nuveen's chief equity strategist reviews his 2014 expectations for the market, economy and investment vehicles.
Fund flows contain useful information that advisers can use to gauge the popularity of different trading strategies and identify changes in market focus.
Pattern now showing that it's time for defensive postures.
<i>Breakfast with Benjamin:</i> Barclays backing away from commodities. Plus: Goldman hangs tough in the commodity-trading arena, getting esoteric with income investing, riding on an M&A high, and IRS bonuses whether you've paid your taxes or not
Bond king bets on five-year Treasuries that other money managers say will suffer when Fed raises rates.
Outflows from Pimco's Total Return fund, run by Bill Gross, have made headlines but Morningstar analysts call the "shrinking asset base" of two other funds "more troubling." <i>Plus: See who Jeff Gundlach's DoubleLine Capital <a href="http://http://www.investmentnews.com/article/20140421/FREE/140429992" target="_blank">grabbed from Pimco</a>.</i>
Wasatch Funds' Sam Stewart invokes legendary football coach Woody Hayes in reviewing the first quarter and says that today, sticking to the basics in a slow-growth economy with unprecedented monetary stimulus is the way to go.
