Investing

Displaying 13158 results
Adding liquidity to locked-up nontraded REITs
ALTERNATIVES SEP 29, 2011
Adding liquidity to locked-up nontraded REITs

For advisers whose clients may be invested in any of the some six dozen nontraded real estate investment trusts, here's something in the category of “it's about time”: liquidity

MUTUAL FUNDS SEP 29, 2011
Muni-bond funds show signs of improvement

The worst may be over for municipal-bond funds

Uncounted $700B shows 'Armageddon is not right around the corner' for muni bonds
FIXED INCOME SEP 29, 2011
Uncounted $700B shows 'Armageddon is not right around the corner' for muni bonds

Citibank claims the Federal Reserve's reckoning of the muni market doesn't include $700B in bonds bought directly by individual investors. Why is this important? A), it underscores the lack of credible info about tax-exempt debt. And B), as one muni bond manager put it, 'Armageddon is not right around the corner.'

Apocalypse Not: Muni manager sees buying opportunity, not end of days
FIXED INCOME SEP 29, 2011
Apocalypse Not: Muni manager sees buying opportunity, not end of days

Pioneer muni fund sees increased interest, nice yields as angst subsides

EQUITIES SEP 28, 2011
Boomers may stall equities for decades

After Fernandez exit, Fraenkel joins Fairholme
MUTUAL FUNDS SEP 27, 2011
After Fernandez exit, Fraenkel joins Fairholme

Vice chairman of Beacon Trust signs on as chief research officer

MUTUAL FUNDS SEP 27, 2011
Janus faces tough slog as redemptions keep coming

Ninth straight quarter of negative outflows

Anxiety over performance shapes advisers loyalty to fund firms: Survey
MUTUAL FUNDS SEP 27, 2011
Anxiety over performance shapes advisers loyalty to fund firms: Survey

Survey finds they are more likely to stick with managers that display consistency -- but time horizon getting shorter

EQUITIES SEP 27, 2011
Birinyi is still bullish, not cowed by doom and gloom

U.S. companies are earning too much for the bull market to be derailed by speculation that Europe's debt crisis will spread, according to Laszlo Birinyi, who advised clients to buy shares before they bottomed in March 2009

Bernanke signaling no quantitative easing supported by data
FIXED INCOME SEP 26, 2011
Bernanke signaling no quantitative easing supported by data

Federal Reserve Chairman Ben S. Bernanke tomorrow may disappoint stock investors betting on a commitment to step up stimulus. He has little choice, given rising consumer prices and a U.S. economy that is still growing.

ALTERNATIVES SEP 25, 2011
P-E flyers don't contain enough info, investors say

Survey reveals big disconnect between what investors want — and what fund managers think they want

Are your tax-free munis legit? The IRS wants to know
RETIREMENT PLANNING SEP 23, 2011
Are your tax-free munis legit? The IRS wants to know

Agency to begin collecting data on municipal bonds from MSRB; has authority to nix tax break

RETIREMENT PLANNING SEP 23, 2011
Whitney's flood of muni defaults more like a drip

Bet on Bernanke producing 'monster' gains
RETIREMENT PLANNING SEP 23, 2011
Bet on Bernanke producing 'monster' gains

Ten-year Treasuries up 28% this year as fed head has managed to keep consumer prices in check

MUTUAL FUNDS SEP 22, 2011
Determining winners, losers from Fed's next move

No matter what the Federal Reserve does to jump-start the stalled economy — and no matter what that effort is called — financial advisers should anticipate more downward pressure on interest rates

Obama speech recognizes hurdles for first time: Pimco's El-Erian
FIXED INCOME SEP 22, 2011
Obama speech recognizes hurdles for first time: Pimco's El-Erian

Pacific Investment Management Co.'s Mohamed El-Erian said President Barack Obama is moving for the first time to “get ahead” of U.S. economic challenges because the Federal Reserve is unable to revive employment on its own.

MSRB floats tough new rules for advisers in the muni market
RETIREMENT PLANNING SEP 22, 2011
MSRB floats tough new rules for advisers in the muni market

Regulator aims to impose fiduciary standard, compensation limits in bid to eliminate conflicts of interest

Submerging emerging markets set for big rally — and soon
EMERGING MARKETS SEP 21, 2011
Submerging emerging markets set for big rally — and soon

Asset managers telling clients to pounce with BRICs and others down 35% from 15-year average

Morgan Stanley offers eye-opening prediction about emerging markets
EMERGING MARKETS SEP 21, 2011
Morgan Stanley offers eye-opening prediction about emerging markets

Analysts sees nearly 40% return by end of 2012; soft landing in China the key

Rydex gung-ho on China, launches renminbi fund
EMERGING MARKETS SEP 21, 2011
Rydex gung-ho on China, launches renminbi fund

Latest currency ETF from fund firm