Investing

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Here's why your clients probably didn't beat the S&P 500 in 2016
MUTUAL FUNDS JAN 09, 2017
Here's why your clients probably didn't beat the S&P 500 in 2016

Expenses, overseas funds, bonds all bogged down performance. But what is the takeaway for investing in 2017?

Even top notch firms feel sting from fickle investors
EQUITIES JAN 06, 2017
Even top notch firms feel sting from fickle investors

Funds that have historically outperformed the market still suffer outflows when they stumble — even a little bit.

Vanguard's market share keeps growing
MUTUAL FUNDS JAN 06, 2017
Vanguard's market share keeps growing

Only Vanguard and Dimensional Fund Advisors saw net inflows in November.

MUTUAL FUNDS JAN 05, 2017
The long and short of long-short funds

Make sure you know what you're getting before you take a ride.

ALTERNATIVES JAN 05, 2017
Smart-beta returns track their Morningstar categories

A few are just a bit smarter than the average.

Brace for thousands of new DOL fiduciary-friendly mutual fund share classes
MUTUAL FUNDS JAN 03, 2017
Brace for thousands of new DOL fiduciary-friendly mutual fund share classes

New T shares would feature a uniform 2.5% front-end load and a 0.25% trailing 12-b(1) fee.

UBS loses $18 million arbitration award over Puerto Rico closed-end bond funds
FIXED INCOME DEC 28, 2016
UBS loses $18 million arbitration award over Puerto Rico closed-end bond funds

Largest award to date as investors seek to recoup funds lost investing in public projects on the Caribbean island.

Troubled Texas REIT sends confusing signals to shareholders
ALTERNATIVES DEC 27, 2016
Troubled Texas REIT sends confusing signals to shareholders

Shareholders of United Development Funds, which hasn't filed financial reports for more than a year, are in a state of limbo, according to a plaintiff's attorney.

Nontraded BDC sales sink like a stone in 2016
ALTERNATIVES DEC 27, 2016
Nontraded BDC sales sink like a stone in 2016

Regulation, performance and market forces have combined to curtail fundraising this year.

Small broker-dealer owner settles with Finra over allegations of concentrating clients in illiquid alts
ALTERNATIVES DEC 27, 2016
Small broker-dealer owner settles with Finra over allegations of concentrating clients in illiquid alts

Jason Vanclef was also accused of promoting his business through a book he had written that the regulator said made false claims about alternative investments

Leveraging portfolios to take advantage of Donald Trump's policies
EQUITIES DEC 27, 2016
Leveraging portfolios to take advantage of Donald Trump's policies

Biotech, healthcare, banks and energy look to benefit.

REIT investors brace for a December rate hike
EQUITIES DEC 27, 2016
REIT investors brace for a December rate hike

Riding out the short term for the longer-term upside.

Can Pimco's new CEO escape the shadow of Bill Gross?
EQUITIES DEC 27, 2016
Can Pimco's new CEO escape the shadow of Bill Gross?

Pacific Investment Management Co. turns to outsider Manny Roman, who revived Man Group, the world's largest hedge fund.

Stocks versus bonds: Which best help meet retirement goals?
EQUITIES DEC 22, 2016
Stocks versus bonds: Which best help meet retirement goals?

The asset-side case for stocks is unambiguous, though most people think that bonds hedge human capital better than stocks.

EMERGING MARKETS DEC 20, 2016
Top emerging markets for investors in 2017

All things Russian and Indian are popular, as are Brazilian corporate bonds and Mexico's cheap peso.

MUTUAL FUNDS DEC 19, 2016
Research Affiliates' Rob Arnott: 3 reasons you should throw your hat into the emerging-markets' ring

Value, currency and momentum favor the category.

Calamos Asset Management to be taken private by its owner
MUTUAL FUNDS DEC 19, 2016
Calamos Asset Management to be taken private by its owner

The company, which manages money through Calamos Investments, reached an agreement to be acquired by two executives for $8.25 a share in cash.

MUTUAL FUNDS DEC 16, 2016
Managed futures funds gaining traction among advisers

Experiencing poor performance of late, the investment serves as a useful hedge against stock, bond downturns.

RETIREMENT PLANNING DEC 16, 2016
Natixis launching 401(k) market's first ESG-focused target-date mutual funds

The funds seek to capitalize on the growing popularity of environmental, social and corporate governance investing, and help diversify in an increasingly competitive TDF market.

FIXED INCOME DEC 15, 2016
Charts say bond bull market has gasped its last breath

Bull run in bonds over after 10-year yields pierced 2.5%, market technician says