Investing

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MUTUAL FUNDS MAY 27, 2014
Gross: No asset bubbles given Fed neutral policy rate of 2%

Pacific Investment Management Co.'s Bill Gross said asset markets from stocks to real estate are not overpriced because the Federal Reserve's long-term policy rate will be half of what policymakers are forecasting.

FIXED INCOME MAY 27, 2014
Pimco overhauls unconstrained fund as Gross takes control

Pimco's Bill Gross has overhauled the firm's Unconstrained Bond Fund since taking over in December. His moves include ditching 30-year Treasuries, boosting corporate debt bets and extending duration. Whether the revamp will help performance remains to be seen.

MUTUAL FUNDS MAY 27, 2014
New fund takes unconstrained approach to returns

Neuberger Berman product joins ranks of similar funds from Goldman, JPMorgan and Pimco.

EQUITIES MAY 27, 2014
The capital gains vacation is coming to an end

For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.

ESG MAY 25, 2014
When money has an impact

Why impact investing, which targets companies or projects that effect positive change, while at the same time delivering a return, is gaining a foothold among advisers and clients.

EQUITIES MAY 23, 2014
The housing recovery is falling flat

On today's <i>Breakfast with Benjamin</i> menu, the housing recovery might have fizzled out. Plus more on junk bond yields, a big Barclays fine and much more.

ALTERNATIVES MAY 23, 2014
REIT firm KBS battling Schorsch's American Realty Capital over claim of trade secret theft

Nicholas Schorsch's American Realty Capital Advisors and rival nontraded-REIT sponsor KBS Capital Advisors are locked in a legal battle over proprietary information and trade secrets. Bruce Kelly reports.

ALTERNATIVES MAY 23, 2014
Nontraded REIT Inland Diversified Real Estate Trust to merge with Kite Realty Group Trust

Inland Diversified Real Estate Trust has agreed to merge with a publicly traded REIT in a $2.1 billion all-stock deal. The transaction represents average annualized return of 8% for investors. Bruce Kelly reports.

EQUITIES MAY 22, 2014
European stocks hit six-year high on fifth day of rally

<i>Breakfast with Benjamin:</i> Euro stocks rally but for how long?. Plus: The China risk, big money managers are flush once again, the future of airplane seating, and 21 inspirational yearbook quotes.

EQUITIES MAY 22, 2014
Ukraine's new resistance to Russia draws attention back to the macroeconomic fallout

<i>Friday's menu:</i> Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.

EMERGING MARKETS MAY 21, 2014
Nation at risk of another economic crisis, Bowles warns

Co-chairman of debt-reduction commission says the markets are headed toward a dip worse than 2008 if politicians don't get spending under control

MUTUAL FUNDS MAY 21, 2014
Fund firms say too-big-to-fail designation would hurt investors

U.S. fund companies are pushing back against claims that some firms may be too big to fail, saying that singling out a few large money managers and subjecting them to more regulation would hurt competition and ultimately fund investors.

EQUITIES MAY 21, 2014
Mutual fund flows: Expect 2013's reversal of trends to continue

How much can the year's surprising mutual fund flows tell us? Leuthold Weeden Capital Management's Kristen Hendrickson takes a deep dive and provides insight into how the rest of the year could play out.

ALTERNATIVES MAY 21, 2014
Schorsch snaps up Cetera for $1.15B

In a head-turning move, newcomer to the independent broker-dealer industry Nicholas Schorsch is pulling off the largest independent-broker-dealer acquisition in years, with a cash deal to buy Cetera Financial Group.

ALTERNATIVES MAY 20, 2014
The incredible shrinking hedge fund fees

Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?

MUTUAL FUNDS MAY 20, 2014
Complacent investors still pouring money into bonds to their peril

Money manager recommends diversifying and considering alternative fixed-income investments.

MUTUAL FUNDS MAY 20, 2014
Smart beta slow to gain traction among asset managers

Only 15% of those surveyed are comfortable with the term

MUTUAL FUNDS MAY 20, 2014
SEC commissioners push back against systemic designation for mutual funds

Two on panel annoyed with regulatory action on &quot;too big to fail&quot;; Gallagher says asset managers shouldn't be considered systemically key.

ALTERNATIVES MAY 20, 2014
Five things you need to know before investing in liquid alternatives

Thinking of getting your clients into liquid alts? Read this first.

ALTERNATIVES MAY 20, 2014
Regulators have an uphill battle to bring transparency to illiquid investments

Bringing light and due diligence should be a priority for the investment advice industry.