Investing

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EQUITIES FEB 04, 2011
Consumer electronics: Now a holiday staple?

From Black Friday door-buster specials on flat-panel TVs to stocking stuffers like MP3 players and e-book readers, shopping for electronics has become as synonymous with the holiday shopping season as decorating Christmas trees

Schwab fee change could smack Fidelity, other fund firms
MUTUAL FUNDS FEB 03, 2011
Schwab fee change could smack Fidelity, other fund firms

Brokerage plans to charge fund firms by assets on its platform -- not accounts.

These two target date fund families missing the mark: Morningstar
MUTUAL FUNDS FEB 03, 2011
These two target date fund families missing the mark: Morningstar

AllianceBernstein, OppenheimerFunds occupy bottom rung in latest ratings; Fidelity slips.

DOL pension proposal could rock fund firms
RETIREMENT PLANNING FEB 03, 2011
DOL pension proposal could rock fund firms

Expanded definition of 'fiduciary' likely to hamstring funds that work with plan sponsors and participants.

Vanguard, Principal latest to ax Axa Rosenberg
MUTUAL FUNDS FEB 03, 2011
Vanguard, Principal latest to ax Axa Rosenberg

Vanguard decided to drop Axa Rosenberg as the manager of its $8.9 billion Explorer Fund Ticker:(VEXPX), the $492 million U.S. Value Fund Ticker:(VUVLX) and the $84 million Market Neutral Fund Ticker:( VMNFX).

Black Swan scribe: Government bonds will collapse
FIXED INCOME FEB 03, 2011
Black Swan scribe: Government bonds will collapse

Nassim Nicholas Taleb, who warned that unforeseen events can roil markets in "The Black Swan," said he is "betting on the collapse of government bonds" and that investors should avoid stocks.

EQUITIES FEB 02, 2011
Uri Landesman: How to hedge against Egypt risks

Investing in North American oil producers and even biotechnology companies are some of the ways to hedge the political unrest in Egypt, according to Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop.

Bill Gross: Treasuries will drift up 'gradually, but not significantly'
FIXED INCOME FEB 02, 2011
Bill Gross: Treasuries will drift up 'gradually, but not significantly'

Pacific Investment Management Co.'s Bill Gross said that while he anticipates the end of the bull market in bonds, it's not the beginning of a significant bear market as economic growth and government stimulus measures fail to translate into broader employment gains.

Bullish sign: Stocks, bonds finally go their separate ways
FIXED INCOME FEB 02, 2011
Bullish sign: Stocks, bonds finally go their separate ways

Covariance index now in negative territory for first time since financial crisis struck; good news for actively managed funds

EMERGING MARKETS FEB 01, 2011
Barton Biggs 'not panicked,' not selling over Egypt riots

Barton Biggs, who recommended buying U.S. stocks when the Standard & Poor's 500 Index started rallying in 2009, said riots in Egypt are no reason to sell.

BROKER DEALERS FEB 01, 2011
<font color=red>INTV:</font> The top fund families sold by indie B-Ds

Branding trumps performance in the fund world, according to the results of the latest <i>InvestmentNews</i> broker-dealer survey. Advisers prefer American Funds, despite spotty performance, while Vanguard emerges strong. <a href=http://www.investmentnews.com/article/20110123/REG/301239996&amp;issuedate=20110121&amp;sid=BD0121) More on the mutual fund results here,</a> and more on the <a href=http://www.investmentnews.com/section/specialreporttemplate?sid=BD0121&amp;issuedate=20110121>B-D special report here.</a>

EMERGING MARKETS FEB 01, 2011
Advisers: Clients not spooked by Egypt — yet

While Americans in Egypt evacuate with help from the U.S. Embassy, financial advisers are considering whether investments in the embattled nation &#8212; and the rest of the Middle East &#8212; should follow.

FIXED INCOME FEB 01, 2011
Pay-for-play probes add layer of woe to weak muni market

Regulators are clamping down on municipal bond isssuers related to political contributions they or their employees have made in states where they have underwritten bonds

EMERGING MARKETS FEB 01, 2011
Top fund managers place overseas bets

Even after global stocks rallied 10% last year, valuations around the world fell the most in a decade, leaving companies in Norway, Italy and Mexico the cheapest and most attractive of all

Where are top fund managers putting their money now?
MUTUAL FUNDS JAN 31, 2011
Where are top fund managers putting their money now?

Many see 'gems' overseas, where stock valuations trail economic reality; 'investors just can't believe we're actually recovering'

ALTERNATIVES JAN 30, 2011
Raising bar on net-worth requirements

The value of an investor's primary home wouldn't be taken into account when determining whether the individual were an accredited investor, according to a rule proposed by the Securities and Exchange Commission

ETFS JAN 30, 2011
Commodities ETFs can be taxing

Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss

ALTERNATIVES JAN 30, 2011
'Mini tender' offers exploit unwary investors, critics charge

Two non-traded real estate investment trusts have been targeted by private investment partnerships trying to take advantage of unsuspecting investors, critics charge

FIXED INCOME JAN 30, 2011

ETFS JAN 30, 2011
Vanguard ETFs rate high

Affluent investors increasingly are turning to exchange-traded funds over mutual funds, and when it comes to their sentiments about the providers of those ETFs, clients rate The Vanguard Group Inc. above all others