Investing

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EQUITIES JUL 25, 2011
Mobius: Another crisis is 'around the corner'

Another financial crisis is inevitable, according to Mark Mobius, executive chairman of Templeton Asset Management's emerging-markets group

ALTERNATIVES JUL 24, 2011
AQR launches mutual fund with hedge traits

AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies

ALTERNATIVES JUL 24, 2011
Creating a structure for making gains while minimizing risk

The recovery of the stock market in the last two years has been driven by investors willing to take on risk again

ALTERNATIVES JUL 24, 2011
Giving investors more options can enhance performance

Investors who held a traditional portfolio comprising primarily stock- and bond-based mutual funds took a terrible beating during the 2008 market rout

ALTERNATIVES JUL 24, 2011
Regulator wants to firm up pricing of illiquid securities

Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as nontraded real estate investment trusts and private placements on clients' account statements

FIXED INCOME JUL 24, 2011
Interest rate rise unlikely soon, advisers believe

Although they aren't ready to give up their bearish long-term stance on bonds just yet, most financial advisers and other market participants seem to be adjusting downward their short-run expectations for higher rates and economic growth

MUTUAL FUNDS JUL 24, 2011
Guggenheim big resigns amid merger rumors

Steve Baffico, head of U.S. retail at Guggenheim Funds Distributors Inc., has resigned

MUTUAL FUNDS JUL 24, 2011
Emotional responses are common among managers as well as investors

Looking at a portfolio manager's track record is one thing, but understanding how he or she achieved it, and whether it can be repeated, is another story and something that financial advisers should consider when selecting funds for their clients, according to those who study investor behavioral trends

Biggest muni bankruptcy ever puts investors on high alert
RETIREMENT PLANNING JUL 22, 2011
Biggest muni bankruptcy ever puts investors on high alert

Creditors left holding the bag after Jefferson County goes bust; 'catastrophic mistake'

Will minibonds be a megahit?
RETIREMENT PLANNING JUL 22, 2011
Will minibonds be a megahit?

California eyes selling muni debt in $25 denominations; lower buy-in designed to attract more investors

Expected rout in muni market a no-show
RETIREMENT PLANNING JUL 22, 2011
Expected rout in muni market a no-show

After S&P lowered ratings on thousands of municipal bonds earlier in the week, traders braced for a massive selloff. They're still waiting.

Regulator to bond dealers: Don't rip off investors
RETIREMENT PLANNING JUL 22, 2011
Regulator to bond dealers: Don't rip off investors

MSRB warns against price manipulation in the wake of possible credit downgrades

'Sacred AAA rating' at risk even if U.S. default avoided: Pimco's El-Erian
FIXED INCOME JUL 22, 2011
'Sacred AAA rating' at risk even if U.S. default avoided: Pimco's El-Erian

Accord may still leave Uncle Sam still vulnerable, says fund firm boss: 'uncertainty premium'

A bridge loan too far? California aims to borrow $5B to protect against U.S. default
RETIREMENT PLANNING JUL 22, 2011
A bridge loan too far? California aims to borrow $5B to protect against U.S. default

State hedging against possible credit market chaos; lowest-debt rating of all 50 states

Triple-A rated insurers can handle a mild downgrade of U.S. debt
LIFE INSURANCE AND ANNUITIES JUL 22, 2011
Triple-A rated insurers can handle a mild downgrade of U.S. debt

The ratings of four major life insurers with pristine Aaa ratings are likely to hold steady, provided the U.S.'s government bond rating doesn't fall by more than one rung.

Growth Fund of America saw $12.5B walk in the first half
MUTUAL FUNDS JUL 22, 2011
Growth Fund of America saw $12.5B walk in the first half

Investors are continuing to flee American Funds' offerings. Three funds from the group, a favorite of advisers, made the top five in most outflows for the first half of the year.

New Fidelity funds meld target date portfolios, muni bonds
FIXED INCOME JUL 22, 2011
New Fidelity funds meld target date portfolios, muni bonds

Fidelity today launched four new muni bond funds. So what? Well, these tax-exempt offerings actually mimic target date funds. In theory, this new breed of muni fund should lower interest-rate risk.

Muni bonds to surge as corporate debt slows on 'anxiety'
FIXED INCOME JUL 22, 2011
Muni bonds to surge as corporate debt slows on 'anxiety'

CUSIP Global Services expects a surge in municipal-bond issuance over the next 30 days to 90 days and a global slowdown in the sale of corporate debt because of “market anxiety.”

REIT motif: Property trusts still whipping stocks
ALTERNATIVES JUL 21, 2011
REIT motif: Property trusts still whipping stocks

Real estate investment vehicles rolling on with nearly 3% gain in latest quarter; up almost 33% in the past year

ALTERNATIVES JUL 21, 2011
Big, bad CMBS are back despite reform talk

Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back