<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.
To the chagrin of some, a fast-growing industry comes to terms with active management.
The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
Two giants remain in a tight race for buy-and-hold index investors' money as category total close to cracking the $2 trillion mark in a 'victory of vanilla' story.
Assets in ETFs designed to lessen volatility climb 15% in the first five weeks of the year.
'There's value to be found out there, but you have to look very carefully'
The ETF pioneer, whose lineup suffered the largest redemptions in history last month, aggressively cut prices on nearly a third of its funds. <i>(Don't miss the latest performance data and analysis on <a href="http://www.investmentnews.com/section/featurelist/20150119/ETFQ42014" target="_blank">equity and fixed income ETFs</a>.)</i>
Investor says firm took lucrative payouts at the expense of shareholders.
After being <a href="http://www.investmentnews.com/article/20141216/FREE/141219931/alts-fund-manager-daniel-thibeault-arrested-in-securities-fraud" target="_blank"> arrested on charges of securities fraud</a>, alternative fund manager Dan Thibeault is now facing related civil charges from the SEC, which claims he siphoned off some $16 million in assets from his GL Beyond Income Fund to use for personal expenses. He calls the situation 'bizarre.'
Transparency promotes marketplace competition, supports better investor decision-making and exposes suspect market practices, Eaton Vance CEO says.
Advisers crucial to the fund giant's expansion into active management, mutual funds
Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
2015 is shaping up to be a better year for active equity management.
Popular category for yield-starved investors posts first quarterly decline in two years.
A once-niche fund becomes the fastest-growing product in asset management.
