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KKR ducks away from the retail market
Breakfast with Benjamin: Private equity giant KKR finds expanding beyond the HNW crowd is not so easy and shuts two retail-focused funds. Plus: Gold jumps on Yellen preview, fund manager changes lead to Morningstar updates, Barclays cuts 12,000 jobs, and another day, another Obamacare delay.
JPMorgan's Madoff missteps
Breakfast with Benjamin: JPMorgan's Madoff missteps, Prudential's bullishness, ETF inflows' lessons, gold bugs' squashed state and Kraft's Velveeta shortage warning. Plus: pot stocks vs. prison stocks.
Investors go berserk over Bitcoin trading platform
Also in today's Breakfast with Benjamin: Getting contrarian in 2014, El-Erian picks apart the Fed's taper plans, Morningstar warns against timing this market, more Obamacare taxes coming, and companies that got social media right
As 2008 fades, five-year fund performance shines bright
Thanks to the magic of time, five-year average returns for equity mutual funds are looking better by the month, and advisers should prepare to hear plenty about it.
Taper threat triggering global debt fallout
Today's Breakfast with (InvestmentNews senior columnist Jeff) Benjamin: SEC targets advisers; hedging with gold mining stocks; new muni bond math, and how athlete IPOs pull a hammy.
Live from Morningstar Tao of Pooh? Doing nothing not a bad idea in this market, says GMO's Montier
Clients should be sitting on some cash — and should not be fully invested
Live from Morningstar Are retirees holding too many bonds?
The rule of thumb has always been that as individuals gets older they should allocate more to bonds, but that may not be the best route to retirement — and not just because of rising interest rates. They may be overlooking the other big source of retirement income, which is Social Security, John
Alternative bond funds get a C grade
Alternative bond funds passed their first real test last month. Barely. The funds, marketed to advisers as a way to avoid the drama of rising interest rates without ditching bonds, 'could have been a little more hedged' one analyst says.
Where are the fund shareholders' yachts?
Shareholders of mutual fund companies have had a lot to be happy about so far this year — much more, in fact, than the shareholders in the mutual funds themselves. Publicly traded shares of mutual fund companies soared more than 62% for the 12-month period ended May 20, more than double the S&P
Chart of the day: Morningstar's top 10 stock purchases
Comeback-kid AIG tops the latest "Ultimate Stock-Pickers" list from Mornngstar, which covers the third quarter and early part of the fourth.
Behind BlackRock's latest salvo in ETF price ... contretemps
Fee cuts are part innovation, part marketing brilliance; don't call it a war, though
Bankruptcies apparently no bother to investors piling into munis
The recent municipal bankruptcies in California, along with fiscal fires in other states, apparently don't bother investors, who are piling into munis like crazy
Morningstar expands coverage of alternatives universe
Morningstar Inc. is expanding its analyst ratings and global fund reports to encompass approximately 40 alternatives mutual funds, which represent 75% of alternative-fund assets, the company announced this morning. The analyst ratings, which, unlike the company's star ratings, are forward looking,
Advisers' enthusiasm over alternatives curbed
High fees, lower returns and flagging growth have taken toll on advisers' alternatives enthisiasm: Morningstar
INsider: Bond fund bubble now the size of a zeppelin
Morningstar issues warning about 'staggering' inflows into taxable debt funds
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February 27, 2014