Investing

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MUTUAL FUNDS NOV 10, 2010
Will 12(b)-1 plan fizzle without champion?

Buddy Donahue -- the 'driving force' behind the SEC proposal on fund fees -- is leaving the agency. The upshot? The final rule may look a whole lot different than the current model.

MUTUAL FUNDS NOV 10, 2010
SEC watchers surprised by timing of Donohue's exit

The SEC's announcement last week that its top official overseeing the mutual fund industry will leave in November caught many by surprise.

ETFS NOV 10, 2010
Invesco slapped with ETF trademark suit

Invesco Ltd., the Atlanta-based investment management company, has been sued by a Boston-based trust claiming infringement of its trademarks for exchange- traded funds.

EMERGING MARKETS NOV 09, 2010
Janus Overseas looks closer to home for bargains

Fund manager Brent Lynn finding gems in the U.S. and Europe; emerging markets no longer a secret

LPL's Kleintop: The 'most important' week of the year for the markets
FIXED INCOME NOV 08, 2010
LPL's Kleintop: The 'most important' week of the year for the markets

This week may be the most important of the year for the markets

ALTERNATIVES NOV 08, 2010
Hedge funds depend on beta as they ride careening equities

Hedge fund managers are having a hard time making a buck this year, unless they get a boost from a whole lot of market beta

ETFS NOV 08, 2010
Not all advisers enamored of ETFs

Adam Bold, chief investment officer of The Mutual Fund Store, thinks that all the talk about exchange-traded funds is just hype

ALTERNATIVES NOV 08, 2010
Providers add alternative investments to target date funds

Some providers of target date options in defined-contribution plans are adding alternative investments ranging from commodities and Treasury inflation-protected securities to real estate investment trusts and master limited partnerships

ALTERNATIVES NOV 07, 2010
Refinance roulette can send clients spinning out of control

Financial advisers whose clients are calling and saying, “Hey, I see that rates have fallen 1% below my current rate; shouldn't I refinance?” may have to remind them that though a 1% drop is considered enough reason to refinance, the homeowner still has to pay closing costs, and if they are planning to move soon, they may leave the home before they reach the break-even point

EMERGING MARKETS NOV 05, 2010
Mars Hill pulls back on emerging-markets bets

CIO Jason Huntley most concerned about rise in dollar, falloff in China

Ken Fisher: Look for 16% post-election rally
EQUITIES NOV 03, 2010
Ken Fisher: Look for 16% post-election rally

The Standard & Poor's 500 Index may rally as much as 16 percent in the next six months because yesterday's election will stymie legislative initiatives in Congress, billionaire investor Kenneth Fisher said.

FIXED INCOME NOV 03, 2010
Goldilocks scenario triggers biggest debt gains since 2002

From Treasuries to bunds, and corporate bonds to mortgage securities, the world's fixed-income market is poised for its best year since 2002 as slow growth, tame inflation and record low interest rates create an almost perfect environment for debt investors.

FIXED INCOME NOV 03, 2010
Gridlock would buck up Treasuries, say bond investors

Republican control of House would curb Democrats' spending initiatives; economy might suffer, however

EMERGING MARKETS NOV 02, 2010
Time to short emerging-markets debt?

While much has been said about a possible bond bubble in the U.S., there may also be one brewing in certain sectors of the emerging-markets space, according to Michael Cirami, vice president and a global fixed-income portfolio manager at Eaton Vance Management.

FIXED INCOME OCT 31, 2010
American Century's MacEwen is betting on fixed income

To David MacEwen, the talk about the bond bubble is a lot of baloney

ESG OCT 31, 2010
Advisers seen as key to success of 'impact investing'

The expanding universe of socially conscious investments is beginning to coalesce under one umbrella: “impact investing.”

EMERGING MARKETS OCT 29, 2010
Time to short debt in emerging markets, Eaton manager says

Although much has been said about a possible bond bubble in the United States, there also may be one brewing in certain parts of the emerging-markets sector, according to Michael Cirami, vice president and a global fixed-income portfolio manager at Eaton Vance Management

EMERGING MARKETS OCT 27, 2010
Real deal: Brazil stocks could rise 70% next year, says analyst

Brazil's stock market may surge as much as 70 percent to a record by the end of 2011 as low interest rates worldwide and “reasonable” valuations lure investors, according to JPMorgan Chase & Co.

El-Erian: Bond inflows too much of good thing
FIXED INCOME OCT 27, 2010
El-Erian: Bond inflows too much of good thing

Pacific Investment Management Co.'s Mohamed A. El-Erian said business is booming at the world's largest manager of bond funds and that isn't a good sign for the U.S. economy.

MUTUAL FUNDS OCT 27, 2010
Bruce Berkowitz: Banks worth a second look

Bruce Berkowitz is the founder and managing member of Fairholme Capital Management LLC, and is president and a director of Fairholme Funds Inc.