Investing

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Hedge fund bulls go big on oil
EQUITIES APR 20, 2015
Hedge fund bulls go big on oil

<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?

DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta
EQUITIES APR 20, 2015
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

Fixed-income foundation pushed fund to the top of the large-value category.

Morgan Stanley CEO James Gorman rakes in the big bucks
EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

ARCP shareholder calls for new board in wake of accounting scandal
ALTERNATIVES APR 20, 2015
ARCP shareholder calls for new board in wake of accounting scandal

Twin Securities CEO David Simon said in a letter on Tuesday that he has &quot;deep reservations&quot; about the existing board and their ties to Nicholas Schorsch.

FIXED INCOME APR 19, 2015
How to avoid the 'grit your teeth and bear it' bond strategy

Guggenheim launches new salvo in bond laddering method of investing for a rising rate environment with a few wrinkles.

State Street gets the cold shoulder from financial advisers
RIAS APR 19, 2015
State Street gets the cold shoulder from financial advisers

<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.

Don't let duration blind your analyses of bonds
FIXED INCOME APR 19, 2015
Don't let duration blind your analyses of bonds

Applying the same set of tools for all fixed-income options will lead to confusion, bad investments and disappointment.

ETFS APR 19, 2015
ETF performance by the numbers

How ETFs are faring compared to mutual funds, which ETF companies are winning (and losing) and which investment categories investors are favoring

If you tread at all into the energy sector, tread lightly
EQUITIES APR 19, 2015
If you tread at all into the energy sector, tread lightly

It has become the ultimate stock-pickers market

CEOs are passing the buck to the strength of the buck
EQUITIES APR 17, 2015
CEOs are passing the buck to the strength of the buck

<i>Breakfast with Benjamin</i>: No longer blaming earnings shortfalls on the weather, CEOs are now passing the buck to the strong dollar.

BlackRock shrinks money market lineup, affecting $200B in assets
EQUITIES APR 17, 2015
BlackRock shrinks money market lineup, affecting $200B in assets

<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.

ALTERNATIVES APR 16, 2015
Finra arbitrators award couple $16.6 million from BNP Paribas

In longest-running arbitration case in 20 years, panel rules leveraged derivative investment was unsuitable.

CEOs are worried about bond liquidity. Should you be?
FIXED INCOME APR 16, 2015
CEOs are worried about bond liquidity. Should you be?

Prudential Investment Management CEO David Hunt echoes JPMorgan's Jamie Dimon in warning about shortage of U.S. Treasuries.

Bracing for the Greek exit
EQUITIES APR 15, 2015
Bracing for the Greek exit

<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.

In Labor Department's fiduciary proposal, a nod to passive investing
RETIREMENT PLANNING APR 15, 2015
In Labor Department's fiduciary proposal, a nod to passive investing

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.

Point-Counterpoint: In the battle between active and passive management, which style wins?
EQUITIES APR 15, 2015
Point-Counterpoint: In the battle between active and passive management, which style wins?

The answer to which strategy is best will depend on the scenario in question.

The trouble with emerging and frontier markets indexes
EMERGING MARKETS APR 15, 2015
The trouble with emerging and frontier markets indexes

In spite of all the turmoil and risk, emerging markets are growing. Rapidly.

Bill Gross says he will short the German bund, eventually
ALTERNATIVES APR 14, 2015
Bill Gross says he will short the German bund, eventually

<i>Breakfast with Benjamin</i>: Bill Gross calls out the 10-year German bund, but you'll want to wait more than a year for the end of Europe's easing.

Japan bumps China off the mountain as top holder of U.S. debt
FIXED INCOME APR 14, 2015
Japan bumps China off the mountain as top holder of U.S. debt

<i>Breakfast with Benjamin:</i> Japan takes over as America's biggest creditor but China is right behind. Plus: More banks abandon student loan biz, Colorado's weed tax bummer, and where banking is still beyond at least 2 billion people.

Positioning bond holdings for when the Federal Reserve raises interest rates
FIXED INCOME APR 14, 2015
Positioning bond holdings for when the Federal Reserve raises interest rates

It's important to position portfolios both to gain from rising U.S. Treasury yields and to hedge against global risks in the bond markets.