Investing

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MUTUAL FUNDS JUL 26, 2012
Siegel constant is history, Gross claims

Stocks returning 6.6% above inflation a thing of the past, says Pimco bond king; 'cult of equity is dead'

A little help: American Funds looks to Guardian to help boost performance
MUTUAL FUNDS JUL 26, 2012
A little help: American Funds looks to Guardian to help boost performance

Flagging fund giant turns to researchers at sister firm, Capital Guardian, to boost its equity performance

Vanguard strikes back against … Bogle?
ETFS JUL 26, 2012
Vanguard strikes back against … Bogle?

A Vanguard Group Inc. study refutes the concerns of founder John Bogle and others that exchange-traded funds encourage excessive trading

U.S. investors still plowing into bond funds
EQUITIES JUL 26, 2012
U.S. investors still plowing into bond funds

The general movement out of equity mutual funds and into bond funds continued in June, according to the Direct Fund Flows report from Morningstar Inc.

FIXED INCOME JUL 24, 2012
Investors at sea, so Treasury preps floating-rate notes

Department could launch program in a year; 'strong, broad-based demand'

MUTUAL FUNDS JUL 24, 2012
Reported probe into stable value fund could upend advisers

DOL said to be investigating JPMorgan stable-value fund; 'Who is looking under the hood?'

ALTERNATIVES JUL 24, 2012
The modern economic and political cycle: Wash, rinse, repeat

The global financial markets and economy have been unable to return to steady growth following the financial crisis that began in 2008. This has not been without occasional bouts of optimism, where momentum builds as market participants embrace a growing expectation of reaching a critical escape velocity. However, these sentimental boosts have been fleeting. While each round has been distinct, it is worthwhile to note that the cycles are eerily similar.

EQUITIES JUL 24, 2012
American looks to Guardian to help performance

This fund seeks out innovation in companies large and small
EQUITIES JUL 24, 2012
This fund seeks out innovation in companies large and small

By focusing on the characteristics of business innovation without regard for market capitalization, industry or geographic location, the Alpine Innovators Fund has developed a pattern of often moving independent from the overall market

Lawmakers want to limit scope of municipal adviser regulation
FIXED INCOME JUL 24, 2012
Lawmakers want to limit scope of municipal adviser regulation

Legislation to limit scope of municipal adviser regulation draws bipartisan support; subcommittee vote Aug. 1

ALTERNATIVES JUL 24, 2012
Valuation drops, distributions stop at top REIT

KBS property trust REIT down to $5.16 from launch price of $10; dividends to investors halted.

Canary in the coal mine? TIPS dip to record low yield
FIXED INCOME JUL 24, 2012
Canary in the coal mine? TIPS dip to record low yield

Fears of inflation on the rise -- even if prices aren't

ALTERNATIVES JUL 23, 2012
Recognizing the relative advantages of natural resources vs. commodities

Ex-BofA executive indicted for fraud in municipal bond probe
FIXED INCOME JUL 23, 2012
Ex-BofA executive indicted for fraud in municipal bond probe

A former Bank of America executive was indicted for allegedly participating in what prosecutors said was a “far-reaching conspiracy” to defraud municipal bond investments through bid rigging

Alternative mutual fund strategies set for rapid growth: Cerulli
ALTERNATIVES JUL 23, 2012
Alternative mutual fund strategies set for rapid growth: Cerulli

The latest research from Cerulli shows that money managers expect the assets they hold in alternative strategies to increase by at least 50% over the next three years

ALTERNATIVES JUL 23, 2012
Don't overlook lagging managed futures as a risk hedge

Managed-futures strategies haven't been hot performers for at least two years, but asset flows and investor interest suggests the strategy is being viewed as a solid hedge against risk.

Neuberger joins crowded — and pricey — multialternatives universe
ALTERNATIVES JUL 23, 2012
Neuberger joins crowded — and pricey — multialternatives universe

Firm launches fund overseen by eight managers; interest in alts starting to wane

When looking to commodities, consider long/short funds, ETFs
ALTERNATIVES JUL 23, 2012
When looking to commodities, consider long/short funds, ETFs

The wisdom of letting your manager worry about backwardation, contango when investing in commodities

RETIREMENT PLANNING JUL 22, 2012
Advisers prefer leaving alts in VAs to others

ALTERNATIVES JUL 22, 2012
Alternative mutual fund strategies set for rapid growth, Cerulli says