Investing

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ETFS AUG 05, 2011
Wells Fargo prunes ETF lineup

The 'perfect time' for a covered-call strategy? One PM thinks so
ALTERNATIVES AUG 04, 2011
The 'perfect time' for a covered-call strategy? One PM thinks so

Van Hulzen Asset Management's new Iron Horse Fund will follow an options strategy that the $250 million shop has been applying in separate accounts for nearly a decade.

Morgan Stanley burned by bet on inflation: Sources
FIXED INCOME AUG 04, 2011
Morgan Stanley burned by bet on inflation: Sources

Sources say traders at Morgan Stanley lost tens of millions of dollars in a big wager on inflation. Apparently, the bank is still working to get out of the bets.

The buck stops fear? Treasury-wary advisers should consider cash
FIXED INCOME AUG 03, 2011
The buck stops fear? Treasury-wary advisers should consider cash

Financial advisers might want to consider their options with regard to cash management if for no other reason than peace of mind.

ALTERNATIVES AUG 03, 2011
Special report: Alternative investments

Despite a spotty record -- and a market rebound -- investors are pouring money into risk-reducing vehicles.

ALTERNATIVES AUG 03, 2011
Pooling resources creates a wealth of alternative assets

Alternatives are such an integral part of Matrix Wealth Advisors Inc.'s philosophy that the fee-only firm has a pooled fund devoted to the category

U.S. debt mess will send investors running to Asia: Mark Mobius
EMERGING MARKETS AUG 01, 2011
U.S. debt mess will send investors running to Asia: Mark Mobius

Currency and stocks should see boost if debt-ceiling is not raised, Templeton boss predicts

Gross says debt debate implications not understood
FIXED INCOME AUG 01, 2011
Gross says debt debate implications not understood

Pimco's Bill Gross said U.S. lawmakers "don't get" the long-term implications of deficit reduction even if a resolution is reached to lift the debt ceiling.

ALTERNATIVES AUG 01, 2011
Institutional investors going long/short on commodities

ETFS AUG 01, 2011
Flurry of active ETFs expected this year

After waiting for months and in some cases years, fund companies are starting to see progress on their applications to launch actively managed exchange-traded funds, according to several fund executives

FIXED INCOME JUL 31, 2011
Dollar bear bets rise to highest since May on debt focus

Aggregate wagers against the greenback rose for the fourth consecutive week, data from the CFTC show.

Massachusetts suing RBC Capital, rep over leveraged ETF sale
ETFS JUL 28, 2011
Massachusetts suing RBC Capital, rep over leveraged ETF sale

Massachusetts' top securities regulator is suing RBC Capital Markets LLC and one of its former registered representatives over the sale of leveraged exchange-traded funds, saying they sold them to clients who didn't understand how the investments worked.

EMERGING MARKETS JUL 28, 2011
Biggest China ETF in U.S. rocked

EMERGING MARKETS JUL 28, 2011
Go-anywhere funds test advisers' faith

ETFS JUL 27, 2011
Mass. blasts RBC for ETF sales

Addressing an issue that many thought had been resolved several years ago, Massachusetts last week filed an administrative complaint against RBC Capital Markets LLC and one of its former brokers, Michael Zukowski, for “dishonest practices in selling leveraged and inverse leveraged ETFs"

RETIREMENT PLANNING JUL 27, 2011
Top-rated states face credit downgrade

Moody's places five Aaa issuers under review for possible downgrades. The reason? The states are vulnerable to cuts in federal spending, the rating agency says.

Merrill hit for $880K arbitration award
EQUITIES JUL 27, 2011
Merrill hit for $880K arbitration award

Clients of a prominent Bank of America Merrill Lynch broker have won an $880,000 arbitration award against the firm.

U.S. bonds still best sovereign-debt bet
FIXED INCOME JUL 27, 2011
U.S. bonds still best sovereign-debt bet

Over the past year, traders and money managers have been predicting disaster for U.S. Treasuries. So far, the rout has failed to materialize. In fact, Uncle Sam's bonds have nearly tripled the return of other sovereign debt offerings during the past twelve months.

With registration looming, many hedge funds say they'll follow Soros
ALTERNATIVES JUL 26, 2011
With registration looming, many hedge funds say they'll follow Soros

With registration requirements looming, more hedge fund managers are likely to follow George Soros in opting for the family office structure over the red tape of running a hedge fund.

FIXED INCOME JUL 25, 2011
'We love equities,' says BlackRock boss Laurence Fink

BlackRock chief executive Laurence D. Fink is more bullish on U.S. equities than bonds because companies are benefiting from the weak dollar and have surplus cash to invest for growth