Mutual Funds & ETFs
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Wirehouses raise clients' exposure to alternatives, but reps still just dabbling
Wirehouse reps have been steadily increasing client allocations to alternative investments in stride with the level of risk building in the overall stock and bond markets. The latest research from the Money Management Institute and Dover Financial Research found that alternative investments through
Trekking to Europe and Japan for attractive dividend income
Breakfast with Benjamin: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.
State Street gets the cold shoulder from financial advisers
Breakfast with Benjamin: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.
Carlyle Group misses the mark with liquid alts
Breakfast with Benjamin: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
Point-Counterpoint: In the battle between active and passive management, which style wins?
The answer to which strategy is best will depend on the scenario in question.
Investors jump into European stocks hoping for another QE ride
The launch of the Eurozone's quantitative easing program has not been lost on investors who are now pouring money into the European equity markets, as measured by record inflows in March. TrimTabs Investment Research calculated a record $7.8 billion worth of inflows into European-focused equity
BlackRock shrinks money market lineup, affecting $200B in assets
Breakfast with Benjamin: The firm is closing or consolidating 20 money market funds with $200 billion in assets.
Three sectors that should report above-average earnings
In the wake of Friday's disappointing jobs report, it is time for financial advisers to start bracing for what could be the worst earnings season in six years.The consensus estimate is for S&P 500 Index earnings to decline 3% from a year ago, a grim reality that is being weighed down by an energy
Will mutual funds' pay-to-play at brokerages go away?
Fund industry worries about fallout from results of SEC exam sweep on distribution fees.
HSBC says the dollar's powerful days are numbered
Breakfast with Benjamin: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.
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.
Being smart about smart beta
Breakfast with Benjamin: Smart beta is here to stay, so you might as well try and figure out what the heck it is.
Apple joining Dow could leave clients overexposed to tech giant
Investors and advisers who own shares of Apple Inc. (AAPL) cheered the news that it will soon be in the granddaddy of all stock indexes. But in all the hoopla, they may miss the fact that their portfolios could become overexposed to the tech giant.On March 19, Apple is slated to replace AT&T Inc.
Cash-heavy mutual funds take downside protection to the extreme
Breakfast with Benjamin: Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs
Janus has indicated significant plans in the ETF space, including a possible fund with the Pimco founder.