Investing

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EQUITIES JUL 09, 2012
Less risk offers more reward, study finds

ETFS JUL 09, 2012
Why ETFs are winning over bond investors

Exchange-traded funds are attracting new investors to the bond market rather than just capturing mutual fund customers, according to BlackRock Inc.'s Matthew Tucker.

EMERGING MARKETS JUL 08, 2012
El-Erian: Put your money on U.S., emerging markets

RETIREMENT PLANNING JUL 08, 2012
Wells Real Estate nixes controversial charge

In a move that should cheer shareholders, Wells Real Estate has decided against charging clients an internalization fee.

MUTUAL FUNDS JUL 08, 2012
Advisers showing clients how much funds really can cost

FIXED INCOME JUL 06, 2012
Vanguard fires another shot in ETF fee war

Vanguard Group Inc. will be the first to tell you that it isn't in the midst of an ETF fee war, but to its competitors it sure must feel that way

Presto chango! Pimco turns hedge fund into mutual fund
MUTUAL FUNDS JUL 06, 2012
Presto chango! Pimco turns hedge fund into mutual fund

Buys long/short fund, then persuades SEC to allow conversion; acquires portfolio manager in the process

First one a hit so Pimco rolls out three more bond ETFs
ETFS JUL 06, 2012
First one a hit so Pimco rolls out three more bond ETFs

Launch comes on the heels of success of exchanged-traded version of flagship fund

MUTUAL FUNDS JUL 06, 2012
Total Return ETF even better than the real thing

Finra issues warning on risks of exchange-traded notes
ETFS JUL 05, 2012
Finra issues warning on risks of exchange-traded notes

Proposed regs could kill off money fund industry: Professor
MUTUAL FUNDS JUL 03, 2012
Proposed regs could kill off money fund industry: Professor

Changes to money-market funds would hike costs dramatically, decimate business, says professor

EMERGING MARKETS JUL 03, 2012
India downgrade no big thing for bond funds: DoubleLine

Lack of dollar-denominated debt means substandard credit rating for subcontinent won't roil emerging-markets funds

EMERGING MARKETS JUL 03, 2012
Growth-happy plans eye emerging-markets P-E

EMERGING MARKETS JUL 03, 2012
Rising BRICs could challenge Western banks

For faint of heart, AQR launches funds with beta blockers
MUTUAL FUNDS JUL 02, 2012
For faint of heart, AQR launches funds with beta blockers

Low volatility offerings designed to minimize volatility; 'lot of risk aversion from advisers right now'

Even after accord, Gross says Europe a 'debt trap'
FIXED INCOME JUL 02, 2012
Even after accord, Gross says Europe a 'debt trap'

Pimco guru steering clear of soverign bonds from the Continent; can this family get along?

Investors good at picking funds, lousy at timing: Morningstar
MUTUAL FUNDS JUL 02, 2012
Investors good at picking funds, lousy at timing: Morningstar

Bad allocation zaps payback; alternatives a logical alternative to bonds

The greatest investor you've never heard of
MUTUAL FUNDS JUL 02, 2012
The greatest investor you've never heard of

None of the legendary names of the investment world -- not Bill Gross, not Warren Buffett, not Kenneth Heebner -- come close to matching the performance of James Wang, a little-known portfolio manager who oversees the OceanStone Fund. How hot is he? $10,000 invested with Wang in 2007 would be worth $65,000 today.

American Funds taking its talent to YouTube amid 'difficult time'
MUTUAL FUNDS JUL 02, 2012
American Funds taking its talent to YouTube amid 'difficult time'

The normally low-profile fund family plans to bring its portfolio managers to the small screen

34 months and counting: American Funds' outflow woes roll on
MUTUAL FUNDS JUL 02, 2012
34 months and counting: American Funds' outflow woes roll on

It's now almost three years since the fund giant has recorded net inflows