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What advisers need to know about bond fund duration ahead of an interest rate increase
The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.
Stocks are looking more wobbly by the day
Breakfast with Benjamin: As the equity markets start to wobble, analysts start to claim they saw it all coming.
The surging dollar could crush unhedged global mutual funds
Simple ways to remove the currency risk are available but advisers need to find — and understand — them.
Ex-F-Squared CEO's conduct 'did not cause loss or harm to anyone': lawyers
Howard B. Present “acted in good faith” when he led F-Squared Investments, the firm that said it misled clients about its investing track record during his tenure, lawyers for the former executive said in court filings.
Highland Capital ramps up liquid alternative strategy push
Catching the wave of the fast-growing category, asset manager plans to launch new platform for alts.
Small cap stocks go large on dividend payouts
Dividend income is increasing from an unlikely source: small companies. It's a trend that has the potential to throw a wrench into traditional asset allocation models, and even add a performance boost to dividend-focused mutual funds as smaller companies are added to portfolios typically dominated
Foreign mutual funds look like a good way to dodge some U.S. market risk
Breakfast with Benjamin: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
Rising interest rates to test REIT strength even as investors seek diversification
Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.
Investors shun stock pickers, favor Vanguard, BlackRock, State Street
Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.
Reading between the lines of liquid alternatives fund expense ratios
What you see might not be what you get and the real cost of running some strategies can be steep.
DoubleLine's Jeffery Gundlach says 'blockhead' Fed should postpone raising rates
$44.6 billion DoubleLine Total Return Fund manager says central bank should hold off on raising rates; gives a nod toward gold, India equities and shorting the dollar.
Alternatives make push for retirement accounts
Being used in target date funds, but higher fees may prevent widespread use
The new world for oil is a manageable $65 a barrel
Breakfast with Benjamin: Where the price of oil is likely to settle. Plus: On the responsibility of retirement plan sponsors and mutual fund directors; don't get blown away by the new jobs report and banks pass stress tests with flying colors.
Vanguard tiptoes into the liquid alternatives market
New multialternative fund seen as endorsement of alts, while pressuring fees
Japanese stock funds reflecting long-awaited economic turnaround
As an investment destination, Japan has had such a tarnished reputation for so many years it might not be the first place investors think about when considering international diversification, but the performance numbers are beginning to look pretty solid.And China's second interest rate cut in