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MUTUAL FUNDS NOV 09, 2008
Greenback's comeback may be over

Mutual funds and exchange traded funds that make dollar bets continued to turn in great returns last week despite concerns among some industry watchers that an eight-month U.S. dollar rally is winding down.

Top 100 mutual funds
MUTUAL FUNDS NOV 09, 2008
Top 100 mutual funds

MUTUAL FUNDS NOV 09, 2008
A mutual fund for turbulent times

During this period of extreme stock market volatility and credit market uncertainty, the case for a broadly diversified portfolio that avoids market valleys — and probably won't soar to market peaks, either — might be the recipe for a good night's sleep.

MUTUAL FUNDS NOV 09, 2008
Morgan Keegan faces mass of bond fund claims

Plaintiff's attorney Bill Gladden thought he had handled his last investor arbitration case when he retired in February. But a flood of claims arising from the $2 billion blowup of the Regions Morgan Keegan Select bond funds pulled him back into the legal fray.

ETFS NOV 07, 2008
Barclays Global unveils two new ETFs

Barclays launched the iShares S&P Short Term National Municipal Bond Fund (SUB) and the iShares Barclays Agency Bond Fund (AGZ).

ALTERNATIVES NOV 07, 2008
Biz partner’s troubles could hurt REIT

Developers Diversified Realty Corp., a shopping center real estate investment trust that has struggled with debt issues, faces yet another headache.

FIXED INCOME NOV 07, 2008
Lack of clarity undermines TARP, firms say

Fully 91% of firms said a lack of clarity about the way the federal government’s Troubled Asset Relief Program works is making them less willing to participate in it.

ETFS NOV 06, 2008
Direxion introduces triple-leverage ETFs

Direxion Shares this week for its first time launched ETFs that have a goal of returning 300% of the performance of their underlying indexes, either on the positive side or the inverse.

ALTERNATIVES NOV 04, 2008
Goldman hedge fund takes mighty fall

A $989 million loss by a Goldman Sachs fund year-to-date through September offers more proof that in the hedge fund space, the bigger they are, the harder they fall.

MUTUAL FUNDS NOV 04, 2008
Actively managed funds under seige

Actively managed mutual funds are facing more pressure for market share from exchange traded funds, separately managed accounts, structured notes and 130/30 funds, according to a study released today by Financial Research Corp.

ETFS NOV 03, 2008
Cash drains from ETNs in September

Investors pulled $581 million out of exchange traded notes in September, leaving a total $5.5 billion, according to the latest data from Morningstar Inc. of Chicago.

ALTERNATIVES NOV 03, 2008
KKR puts IPO plans on hold

Kohlberg Kravis Roberts & Co. LP, a 32-year-old private-equity firm, is delaying plans to become a public company, due largely to the credit crisis, which has cut the value of its investments.

ETFS NOV 02, 2008
New index takes quantitative approach to sector plays

A financial advisory firm is betting that investors who use a quantitative formula — rather than emotion and panic — to move in and out of stocks will get through Wall Street's roller coaster ride with their pocketbooks largely intact.

ALTERNATIVES NOV 02, 2008
Single-family offices moving forward on hedge funds

Advisers for ultrawealthy investors are bullish on hedge funds, with many planning to increase their allocations to the alternative investments next year, according to a new study.

MUTUAL FUNDS NOV 02, 2008
Two community funds doing well

They aren't necessarily the first mutual funds that come to mind as a place to take cover during turbulent markets, but two funds that invest in mortgage-backed securities with an eye towards community development are doing relatively well.

MUTUAL FUNDS NOV 02, 2008
Foreign stocks hit with one-two punch

Advisers are struggling to deal with clients' exposure to foreign stocks.

MUTUAL FUNDS NOV 02, 2008
To cushion tax shock, advisers urged to act

As mutual fund investors brace for a likely double whammy of negative performance, coupled with above-average income and capital gains distributions, financial advisers are homing in on all manner of tax management to try to cushion the blow and add some value in a dismal market environment.

ALTERNATIVES NOV 02, 2008
SIFMA to sue if short-sale vote wins

The Securities Industry and Financial Market Association will file a lawsuit against South Dakota if voters there approve a ballot initiative tomorrow that the group claims would effectively ban all short selling.

MUTUAL FUNDS NOV 02, 2008
Fund managers shift focus to risk

Recent market volatility is forcing mutual fund managers to pay more attention to how much risk they are taking in their portfolios and to focus more on balance sheets.

ALTERNATIVES OCT 31, 2008
DTCC to publish weekly data on swaps

The Depository Trust and Clearing Corp. today announced that starting Tuesday, it will publish weekly aggregate market data from the Trade Information Warehouse it maintains on credit derivatives.