Investing

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MUTUAL FUNDS DEC 20, 2009
Pax World relaunches Women's Equity Fund with higher standards

The Global Women's Equality Fund seeks to invest in the best companies for women, rather than just screen out those companies that don't meet certain criteria.

RIAS DEC 20, 2009
RIAs dive deeper into alternatives, brokers still testing the waters: Survey

But use of commodities and absolute-return strategies appears to be universal, according to a survey from Rydex Distributors

MUTUAL FUNDS DEC 20, 2009
Wells Fargo and Evergreen to revamp fund lineup

Wells Fargo Funds Management and Evergreen Investment Management are planning a series of fund mergers, reorganizations and liquidations to form the Wells Fargo Advantage Funds family, confirmed Wells Fargo spokeswoman Laura Fay.

ALTERNATIVES DEC 20, 2009
Making a case for increased exposure to real estate

Don't make the mistake of letting this year's powerful rally by real estate investment trusts deter you from considering an allocation to real estate at this point in the cycle.

MUTUAL FUNDS DEC 18, 2009
Retail money fund assets fall by $1.9B

Total money market mutual fund assets rose by $2.59 billion to $3.272 trillion for the week, the Investment Company Institute said Thursday.

EMERGING MARKETS DEC 18, 2009
China shares down again as stronger dollar saps funds

Chinese shares fell for a fourth day Friday on worries a stronger U.S. dollar and new stock listings will further strain liquidity.

MUTUAL FUNDS DEC 18, 2009
ING's Landesman: Bears have it wrong

The stock market is mistakenly seeing the glass as half empty, says Uri Landesman, head of global growth at ING Investment Management Americas. He cited the stock market's negative start today as evidence of “some cross-currents” that might have investors confused and conflicted.

MUTUAL FUNDS DEC 18, 2009
Current rally: Too far, too fast, too little real recovery

The stock market rally has gone too far too fast, and on too little real economic recovery, claims Tom Samuels, manager of the Palantir Fund (PALIX), a global long/short fund from Palantir Capital Management Ltd.

MUTUAL FUNDS DEC 18, 2009
Best sovereign-debt bet? Not Uncle Sam

EMERGING MARKETS DEC 17, 2009
World markets down as greenback hits three-month euro high

World stock markets fell Thursday while the dollar strengthened to a three-month high against the euro.

MUTUAL FUNDS DEC 17, 2009
Bill would pave the way for mutual funds to invest in commodities

Mutual funds could invest directly in commodities under legislation introduced Wednesday by House Ways and Means Committee Chairman Charles Rangel, D-N.Y., and Select Revenue Measures Subcommittee Chairman Richard Neal, D-Mass.

ALTERNATIVES DEC 17, 2009
Steven Cohen slapped with lawsuit by ex-wife

The ex-wife of one of America's richest men has sued the billionaire in New York for racketeering, saying he hid millions of dollars from her for decades.

Coming soon: 'Return of the Hedge Fund'
ALTERNATIVES DEC 17, 2009
Coming soon: 'Return of the Hedge Fund'

Hedge fund performance is cooking again, which means that advisers should brace for a new onslaught of investor inquiries about alternative strategies.

EMERGING MARKETS DEC 15, 2009
Markets in Europe down on Austria bank worries

European stocks and fell Tuesday and the euro slid to a two and a half month low against the dollar on worries about the Greek government's debts and the financial health of Austria's banks.

MUTUAL FUNDS DEC 15, 2009
Wells Fargo bond manager jumps ship, heads to Loomis Sayles

William Stevens was named a vice president and portfolio manager at Loomis Sayles.The position is new, said spokeswoman Meg Clough.

EMERGING MARKETS DEC 14, 2009
World markets up, but worries about profit taking loom

World markets mostly rose Monday after Dubai said it had received $10 billion in emergency funds from its oil-rich neighbor Abu Dhabi, helping to ease investor fears that the emirate will default on its debt.

LIFE INSURANCE AND ANNUITIES DEC 14, 2009
John Hancock eyes launching actively managed ETFs

John Hancock Funds LLC will file with the Securities and Exchange Commission in the next few weeks plans to launch actively managed exchange-traded funds, according to an official at the firm.

MUTUAL FUNDS DEC 14, 2009
Legendary investor Christopher H. Browne dies

Christopher Browne, a genteel money manager who helped bring down newspaper baron Conrad Black, died Sunday of a heart attack. Mr. Browne appears to have been 63, although his firm, Tweedy Browne & Co., couldn't immediately confirm that.

EMERGING MARKETS DEC 14, 2009
Extended stimulus package boosts China shares

Chinese shares rebounded Thursday after the government extended tax cuts and subsidies for purchases of small vehicles and appliances to support the economic recovery.

MUTUAL FUNDS DEC 13, 2009
He gets riled about risk

Before being elected to the Senate, Herb Kohl ran his family's grocery and department store business.