JPMorgan this week stopped issuing shares in its popular Alerian MLP exchange-traded note. That should be a signal for investors to monitor the situation. Here's why.
Exchange-traded funds are attracting new investors to the bond market rather than just capturing mutual fund customers, according to BlackRock Inc.'s Matthew Tucker.
Buys long/short fund, then persuades SEC to allow conversion; acquires portfolio manager in the process
Launch comes on the heels of success of exchanged-traded version of flagship fund
Changes to money-market funds would hike costs dramatically, decimate business, says professor
Low volatility offerings designed to minimize volatility; 'lot of risk aversion from advisers right now'
Bad allocation zaps payback; alternatives a logical alternative to bonds
None of the legendary names of the investment world -- not Bill Gross, not Warren Buffett, not Kenneth Heebner -- come close to matching the performance of James Wang, a little-known portfolio manager who oversees the OceanStone Fund. How hot is he? $10,000 invested with Wang in 2007 would be worth $65,000 today.
The normally low-profile fund family plans to bring its portfolio managers to the small screen
It's now almost three years since the fund giant has recorded net inflows
There are at least three channels through which Greece's troubles could spread throughout the Euro Zone; and the difficulties in Europe would likely have a substantial impact on the U.S. and global economies.
Billionaire buying up shares in SPDR Gold Trust; iShares' version cheaper, though
ETF plans to capitalize on growing trend of tech stocks that are paying dividends
Buys an additional $571 million of money-market fund assets from Trustmark Investment
Michael Hasenstab can crunch numbers with the best of them. And the lead manager of the Templeton Global Bond Fund has a doctorate in economics to prove it.
Attracting too much money can lead to poor decisions -- and poorer investors