Investing

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EQUITIES JAN 13, 2016
What early stock market volatility means for the year ahead

Market watchers say stocks are fragile on multiple fronts.

BlackRock, Pimco, JPMorgan all back this bond trade
FIXED INCOME JAN 13, 2016
BlackRock, Pimco, JPMorgan all back this bond trade

Diving into the riskiest parts of Europe's government bond market proved to be a clear winner this year, and firms like BlackRock, Pimco and more are betting 2016 will be no different.

ALTERNATIVES JAN 13, 2016
How Nick Schorsch lost his mojo

Oil prices, stocks plummet in global selloff
EQUITIES JAN 12, 2016
Oil prices, stocks plummet in global selloff

Dow falls more than 390 points as a slump in crude oil sent markets reeling after Chinese shares tumbled into a bear market.

Amidst the market carnage, liquid alt funds lived up to their promise
EQUITIES JAN 12, 2016
Amidst the market carnage, liquid alt funds lived up to their promise

Diversifying beyond a single fund or single strategy is key.

EMERGING MARKETS JAN 12, 2016
China's slowdown shouldn't deter investors from emerging markets

<i>Breakfast with Benjamin</i>: There's no reason the slowdown in China should sour investors on broader emerging market opportunities.

Morgan Stanley posts fourth-quarter profit as legal costs drop
EQUITIES JAN 11, 2016
Morgan Stanley posts fourth-quarter profit as legal costs drop

Morgan Stanley reported a $908 million fourth-quarter profit as legal costs shrank.

Crude falls below $30 for first time in 12 years
EMERGING MARKETS JAN 11, 2016
Crude falls below $30 for first time in 12 years

Oil dropped below $30 a barrel in New York for the first time in 12 years on concern that turmoil in China's markets will curb fuel demand.

Social funds get boost from oil
MUTUAL FUNDS JAN 11, 2016
Social funds get boost from oil

EQUITIES JAN 11, 2016
Securitization makes a comeback

Breakfast with Benjamin: Securitization comes back and it's not all bad...Plus, how JPMorgan is positioned for rising rates, Deutsche Bank suspends currency traders, GM pays a dividend, and more minimum wage math.

EQUITIES JAN 10, 2016
Let's not make a volatile situation worse

The market's swoon to start 2016 offers a sobering reminder that unexpected roller-coaster rides remain as real a threat as they were in 2015.

Gundlach paints bearish outlook for 2016 investing
EQUITIES JAN 08, 2016
Gundlach paints bearish outlook for 2016 investing

One of the market's biggest bears says there's more bad news ahead.

DoubleLine's Gundlach calls unconstrained bond funds a 'gimmick' and constrained
MUTUAL FUNDS JAN 08, 2016
DoubleLine's Gundlach calls unconstrained bond funds a 'gimmick' and constrained

The money manager doesn't see a bright future for go-anywhere funds, with the notable exception of his own DoubleLine Flexible Income Fund.

5 key takeaways from 2015 ETF flows
EQUITIES JAN 08, 2016
5 key takeaways from 2015 ETF flows

After taking in $238 billion in 2015, it's time for the annual reading of the fund flow tea leaves

The SEC has reduced the charges against SAC Capital's Steve Cohen
EQUITIES JAN 08, 2016
The SEC has reduced the charges against SAC Capital's Steve Cohen

<i>Breakfast with Benjamin</i>: SEC backs away from part of its charges, moving Steve Cohen a step closer to again managing outside capital.

George Soros says global market volatility echoes 2008 crisis
EMERGING MARKETS JAN 07, 2016
George Soros says global market volatility echoes 2008 crisis

Global markets are facing a serious challenge that has similarities to the 2008 financial crisis, billionaire George Soros told an economic forum in Sri Lanka on Thursday.

Making sense of China's huge stock market selloff
EQUITIES JAN 07, 2016
Making sense of China's huge stock market selloff

The recent sharp selloff in Chinese stocks on the back of a very positive economic policy package from Beijing seems irrational.

Massachusetts' Galvin to probe 'unprecedented decision' by Third Avenue fund
MUTUAL FUNDS JAN 07, 2016
Massachusetts' Galvin to probe 'unprecedented decision' by Third Avenue fund

Massachusetts' Securities Division sent out a subpoena Monday to look into the fund closure and liquidation plan.

SEC proposes rule to cap use of derivatives in mutual funds
ETFS JAN 07, 2016
SEC proposes rule to cap use of derivatives in mutual funds

Rule limiting fund leverage represents one of the most aggressive responses by regulators to risks exposed during the 2008 financial crisis

How to talk 'interest rate hike' with clients
PRACTICE MANAGEMENT JAN 07, 2016
How to talk 'interest rate hike' with clients

With the Fed likely to begin boosting its rate next week, advisers are preparing to answer a lot of questions &#8212; and preemptively communicating the move's impact.