Investing

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Fund firms want out of the pool, sue the CFTC
MUTUAL FUNDS JUN 11, 2012
Fund firms want out of the pool, sue the CFTC

Industry trade group up in arms over amendment to rule that exempted mutual funds from having to register as commodity pool operators

Advisers stick with BRICs — despite Goldman warning
EMERGING MARKETS JUN 11, 2012
Advisers stick with BRICs — despite Goldman warning

Firm's analysts say big four have peaked, but others not ready to cave

Biggest China ETF in U.S. rocked as investors exit the dragon
ETFS JUN 11, 2012
Biggest China ETF in U.S. rocked as investors exit the dragon

FTSE China 25 index fund from iShares recorded nearly $1B in net outflows this year; 'starting to get scared'

Nontraded REITs benefiting from scrutiny
ALTERNATIVES JUN 10, 2012
Nontraded REITs benefiting from scrutiny

Press, attention had helped improve nontraded REIT's 'shareholder friendliness'

ESG JUN 10, 2012
Planting the sustainable-investing seed

Ignore emerging-markets debt at your own risk
EMERGING MARKETS JUN 08, 2012
Ignore emerging-markets debt at your own risk

Investors may be making a mistake by overlooking emerging-markets debt or associating the fixed-income category with emerging-markets equity

Advisers keen to offer clients socially responsible investments: Survey
ESG JUN 08, 2012
Advisers keen to offer clients socially responsible investments: Survey

Most advisers believe they can grow their businesses with investments that marry financial return with social and environmental impact, according to a new survey

Bleak outlook means opportunity … to a point
EQUITIES JUN 08, 2012
Bleak outlook means opportunity … to a point

Speakers at a gathering of Hatteras Funds advisers chimed in on the markets

MUTUAL FUNDS JUN 08, 2012
Luz M. Padilla: DoubleLine Emerging Markets Fixed-Income Fund

California dreaming, as state's budget gap swells beyond forecast
FIXED INCOME JUN 07, 2012
California dreaming, as state's budget gap swells beyond forecast

Deficit swells to $16B; governor targets the wealthy with hiked tax

FIXED INCOME JUN 07, 2012
SEC to start enforcing municipal bond disclosure rules

FIXED INCOME JUN 07, 2012
Muni bust still a fear for investors

Gross says low quality of debt threatens monetary system
FIXED INCOME JUN 06, 2012
Gross says low quality of debt threatens monetary system

Bill Gross, who runs the world's biggest bond fund at Pacific Investment Management Co., said the lower quality of sovereign debt represents a threat to the global monetary system.

Pimco's Total Return ETF even better than the real thing
MUTUAL FUNDS JUN 06, 2012
Pimco's Total Return ETF even better than the real thing

Bill Gross Lite outstripping flagship Total Return mutual fund by almost 300 basis points

Greece's reckoning could be 'day or weeks' off: OppenheimerFunds' CIO
FIXED INCOME JUN 06, 2012
Greece's reckoning could be 'day or weeks' off: OppenheimerFunds' CIO

The worst of the European financial crisis could soon be over, said Art Steinmetz, cio at OppenheimerFunds Inc. But that could mean that things will have to get worse before they can get better.

RETIREMENT PLANNING JUN 05, 2012
DOL green lights exclusive hedge fund's retirement plan

The switch to Roth IRAs could yield an extraordinary payoff for workers at quantitative-trading specialist Renaissance, while the U.S. Treasury loses.

Morgan Keegan settles with DOL over revenue-sharing accusations
ALTERNATIVES JUN 05, 2012
Morgan Keegan settles with DOL over revenue-sharing accusations

Firm found to have collected fees for recommending funds of hedge funds to retirement plans

MUTUAL FUNDS JUN 04, 2012
Bond fund managers expect party to end soon

ALTERNATIVES JUN 04, 2012
Providers switch VA pitch to alternatives, taxes

EQUITIES JUN 04, 2012
Best- and worst-performing equity funds