Investing

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MUTUAL FUNDS JUN 24, 2011
Moody's wins praise for its tougher money fund ratings – but loses clients

Report indicates nearly 50 have bolted since firm has zeroed in on stability, liquidity of fund firms

MUTUAL FUNDS JUN 24, 2011
Regulators eyeing changes to money funds

Money market funds are front and center in Washington again, just 16 months after regulators tightened rules on the $2.7 trillion industry

LIFE INSURANCE AND ANNUITIES JUN 24, 2011
Gender split on target funds

Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds

MUTUAL FUNDS JUN 23, 2011
Portfolio managers should eat their own cooking

If a mutual fund manager won't invest in a fund that he or she is managing, why should anyone else?

ALTERNATIVES JUN 23, 2011
Some $100 billion locked up in 'sliver' of hedge funds

Despite assurances to the contrary, a segment of hedge funds still has up to $100 billion locked up and won't allow redemptions

Leaving the herd allowed this fund to exploit rallies
EQUITIES JUN 22, 2011
Leaving the herd allowed this fund to exploit rallies

A willingness to separate from the pack is key to successful global equity investing, according to David Fingold, manager of the Dynamic Discovery Fund.

Neuberger Berman: 10 key themes for the next 10 months
EQUITIES JUN 22, 2011
Neuberger Berman: 10 key themes for the next 10 months

After the financial markets see-sawed through several distinct phases for much of 2010, investors gradually regained confidence late in the year and stocks rallied as mixed economic indicators became more positive.

Greenspan: Greek default could be Achilles' heel for U.S. economy
FIXED INCOME JUN 20, 2011
Greenspan: Greek default could be Achilles' heel for U.S. economy

Alan Greenspan, former Federal Reserve chairman, said a default by Greece is “almost certain” and could help drive the U.S. economy into recession.

ALTERNATIVES JUN 19, 2011
Another seller of alternatives goes under

Yet another small brokerage firm that sold illiquid alternative investments closed its doors last week

MUTUAL FUNDS JUN 19, 2011
Supreme Court blocks Janus market-timing lawsuit

In a much-awaited decision, the Supreme Court last week ruled in favor of the mutual fund industry in a case involving a company's responsibility for statements made in prospectuses, eliciting a huge sigh of relief from fund companies, broker-dealers and others involved in selling mutual funds

Pershing Square's Ackman said to consider IPO for hedge fund
ALTERNATIVES JUN 17, 2011
Pershing Square's Ackman said to consider IPO for hedge fund

Known for investing in companies to press for changes, Bill Ackman is considering selling shares in a hedge fund to secure more permanent capital for investments.

MUTUAL FUNDS JUN 16, 2011
William Bannick: Small-caps produced big returns in recovery

FIXED INCOME JUN 15, 2011
Coming attractions? Minnesota government shuts down

Stalemate between Democratic governor and GOP legislators leads to closure

New dawn for Morningstar? Firm launching different ratings system
MUTUAL FUNDS JUN 15, 2011
New dawn for Morningstar? Firm launching different ratings system

The influential firm plans to launch a different ratings system, one that will be forward-looking. And get this: only 20% of funds are likely to get a positive score under the new system.

FIXED INCOME JUN 15, 2011
Plans to tax munis won't fly: BNY Mellon

Renewed proposals to eliminate the tax-exempt status of municipal bonds as a way to reduce the $1.5 trillion federal deficit are unlikely to succeed, according to a report by The Bank of New York Mellon Corp.

'Waterfall' of muni downgrades will trigger rapid sell-off: Whitney
RETIREMENT PLANNING JUN 15, 2011
'Waterfall' of muni downgrades will trigger rapid sell-off: Whitney

Meredith Whitney's at it again. The controversial analyst is now predicting a 'waterfall' of muni downgrades which will trigger a massive sell-off by insurers. If she's right, investors may be able to pick up some bargains in the process.

MUTUAL FUNDS JUN 14, 2011
Still too much cycle in life cycle funds, study finds

Putnam Institute says excessive exposure to stock market gyrations bigger threat to new retirees than inflation or longevity risk

ETFS JUN 14, 2011
Larry Fink's plan for winning over advisers

If “big,” “strong” and “mysterious” are the attributes you want for a financial brand, you can't pick a better name than BlackRock Inc.

Morningstar warns about 'gimmickry' in unconstrained bond funds
FIXED INCOME JUN 14, 2011
Morningstar warns about 'gimmickry' in unconstrained bond funds

Protection against rise in interest rates may not be enough to offset risks; 'use them peripherally'

EQUITIES JUN 14, 2011
As clients dial up risk, advisers feel the heat