Investing

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Long/short equity, event-driven liquid alt funds top stocks in first half
ALTERNATIVES AUG 04, 2015
Long/short equity, event-driven liquid alt funds top stocks in first half

Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.

ETF trading tops U.S. GDP as turnover reaches 870% a year
ETFS AUG 04, 2015
ETF trading tops U.S. GDP as turnover reaches 870% a year

In the past 12 months investors traded $18.2 trillion worth of exchange-traded fund shares, which means the amount of dollars exchanging hands through ETFs is now more than the U.S. gross domestic product, which stands at $17.4 trillion.

ETFS AUG 04, 2015
Here's why advisers should avoid leveraged ETFs

The compounding effect in leveraged ETFs is a bit like a full moon. It's pretty when it happens, but it is the exception and not the norm. Normally, the daily resetting can hurt investors over longer holding periods. Gold miner ETFs offer a case study.

Lessons from a walk through the ETF graveyard
ETFS AUG 04, 2015
Lessons from a walk through the ETF graveyard

Although the exchange-traded product business is booming, that doesn't mean a lot of funds aren't being closed, which could be one sign of a healthy market.

ETFS AUG 04, 2015
ETF pioneer Ben Fulton launches torpedo at an idea he helped popularize

Former PowerShares executive says the exchange-traded fund world includes “some really ill-conceived ideas.”

Puerto Rico's default could ripple through average Americans' portfolios
EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

ETFS AUG 03, 2015
Bond ETFs suffer through a disappointing quarter

Fixed income funds suffer as investors see the Federal Reserve getting closer to raising rates

ALTERNATIVES AUG 03, 2015
Which is the easier question: How do you feel about liquid alts or how to regulate them?

It's easy to vilify liquid alts; it's much harder to draft the kind of regulation that allows an investor to make an informed decision about the risk-return profile of their investments.

ALTERNATIVES AUG 03, 2015
Options to invest in innovative technologies that address water shortages are limited

Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.

ESG AUG 03, 2015
Socially responsible strategies largely absent from ETF landscape

Among U.S.-listed exchange-traded products, 10 &#8220;socially responsible&#8221; products account for only $1.14 billion, or just 0.06% of ETP assets.

EQUITIES AUG 03, 2015
Make sustainable investing a New Year's resolution

Advisers can attract new clients if they keep abreast of the socially responsible investing trend.

Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed
EQUITIES JUL 31, 2015
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

Pandering move says plenty about the candidate and her economic sense.

EQUITIES JUL 31, 2015
A better way to get China exposure

<I>Breakfast with Benjamin:</I> Investing in China stocks is a scary proposition right now but there's an ETF that uses a smart approach. It's down, but not like the Shanghai market.

ETFS JUL 30, 2015
Liquidity alert: If it's dead dry, then think twice before you buy

It looks like somebody got killed on this after-hours exchange-traded note trade. The lesson? Beware thinly traded securities with a bid/ask spread you could drive a truck through.

MLPs yield headaches for advisers who bought them for income
ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

ETFS JUL 30, 2015
Pimco's brand takes a hit by advisers in wake of Gross exit but still ranks among top firms

New research finds the firm that Bill Gross built, then left, lost some favor with advisers over the last year. <i>(Don't miss the <a href=&quot;http://www.investmentnews.com/gallery/20150720/FREE/720009999/PH&quot; target=&quot;_blank&quot;>Top 10 most trusted mutual fund companies</a>.)</i>

It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

Bond markets get it all wrong when it comes to fixed income's biggest foe
FIXED INCOME JUL 29, 2015
Bond markets get it all wrong when it comes to fixed income's biggest foe

The disparity is especially important now because the bond market's outlook is key in helping the Federal Reserve to decide just how much interest rates will need to rise from rock-bottom levels.

Federal Reserve could offer clues to rate hike at this week's meeting
FIXED INCOME JUL 29, 2015
Federal Reserve could offer clues to rate hike at this week's meeting

With Janet Yellen widely expected to hold policy steady at this week's meeting, Fed watchers looking to the central bank's statement on Wednesday for clues on liftoff.

PRACTICE MANAGEMENT JUL 29, 2015
Liquidity restrictions haunt money-market funds

As investors hunt for yield and security, money-market fund managers detail their changes.