Investing

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EQUITIES MAY 05, 2014
Time for advisers to get smarter about smart beta strategies

Putting market-cap indexes in perspective.

EQUITIES MAY 05, 2014
Stocks at risk of 11% drop. Starting now.

Stocks will fall 11% starting as soon as this week should some price patterns come true, according to Tom DeMark, the creator of indicators that show turning points in securities.

FIXED INCOME MAY 04, 2014
Economy will be stuck in a hole all year: Blinder

Government will be a drag on growth as Fed winds down quantitative easing.

EQUITIES MAY 04, 2014
The markets are set to open with frayed nerves

<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.

FIXED INCOME MAY 04, 2014
Take charge with fixed-income strategies for a rising-rate environment

With rates trending downward since the 1980s, the potential rising interest rate environment represents a significant shift for financial advisers &amp;mdash; one that many of us have never experienced.

FIXED INCOME MAY 04, 2014
'New normal' growing old: Pimco

The era of sluggish growth characterized by Pacific Investment Management Co. chief Bill Gross as the &#8220;new normal&#8221; is ending, according to one of the firm's deputy CIOs. So what's happening?

EQUITIES MAY 04, 2014
Gross: Get to 'old normal' and you'll see growth

Appreciating assets will lead to respectable growth rates and a reduction in unemployment, Pimco chief said in monthly outlook.

ETFS MAY 03, 2014
Deutsche Bank launches China ETF

Deutsche Bank AG's asset management unit has started the first U.S.-based exchange traded fund that allows investors to buy Chinese stocks trading in both the domestic and foreign markets.

ETFS MAY 03, 2014
Ready or not, mutual funds, active ETFs set to take off

Transparency a minor issue, says RevenueShares' Vince Lowry

EQUITIES MAY 03, 2014
New ETF promises income even as rates rise

Exposure to variable-rate preferred stocks offers dividend income stream that moves with rates.

EQUITIES MAY 02, 2014
Yellen takes another stab at offering clarity on Fed policy without jarring the markets

<i>Breakfast with Benjamin:</i> Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.

EQUITIES MAY 02, 2014
Global markets start to realize the risks of Russia's move into Ukraine

<i>Friday's menu:</i> Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.

EQUITIES MAY 02, 2014
As Ukraine heats up, Obama “tees up” more sanctions, and the market turns a blind eye

<i>Breakfast with Benjamin:</i> Obama tees up more sanctions. Plus: Financial pros warn against ignoring Ukraine's significance, the housing market is being hurt by basement dwellers, epic Medicare fraud, safe investment bets surprise in 2014, and $1 million saved for retirement is now considered a good start.

EMERGING MARKETS MAY 02, 2014
The Ukrainian hornet's nest: Advisers wary of touching it

Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks &amp;mdash; and maybe a opportunities &amp;mdash; linked to the turmoil.

FIXED INCOME MAY 01, 2014
Small fund nimble enough to navigate the edges of fixed income

Leader Total Return Fund manager goes off the beaten path to make nimble bets on market and rate patterns.

FIXED INCOME MAY 01, 2014
Worried about stocks? High-yield bonds have room to run

Take Five with BlackRock's James Keenan, who says risks to the asset class include central bank policy.

EQUITIES MAY 01, 2014
Investors warming up to equities a little late in the game

They're even interested in international stocks, survey finds.

MUTUAL FUNDS MAY 01, 2014
Pimco loses another bond fund mandate

Gross' firm and Western Asset pulled as subadvisers from Mercer fund with $1.1 billion.

ALTERNATIVES MAY 01, 2014
An alternative bond strategy that contains no bonds

&#8220;The best hedge of a stock portfolio is something that by design moves in the opposite direction of the stock market,&#8221; says Sungarden's Isbitts

EQUITIES APR 30, 2014
Sugar-coating the data to downplay retirement-income challenges

<i>Breakfast with Benjamin:</i> Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.