Mutual Funds & ETFs
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Crazy as it might sound, the new all-in bet is going long on Greek stocks
Breakfast with Benjamin: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.
Jeffrey Gundlach is riding out the Greek storm in Treasuries
Breakfast with Benjamin: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.
Custodians' payments to RIAs for fund picks raise eyebrows
Registered investment advisers like to promote themselves as being on the side of investors, but a growing number are quietly accepting money from custodians in exchange for recommending certain mutual funds — usually funds that are more expensive for investors. The payment is made to advisers as a
Pimco's Income Fund becomes the firm's new star
Breakfast with Benjamin: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?
Abandoning alternative investments at this point is based on twisted logic
Just because your house hasn't burned down yet doesn't mean you can skip insurance.
SEC member Stein calls for scrutiny of alternative mutual funds and ETFs
Kara Stein says mutual funds and ETFs that use complex, illiquid strategies 'operate in a gray area.'
SEC seeks public comments on exchange-traded products
The Securities and Exchange Commission is seeking feedback from investors about the way it regulates an increasingly popular investment: exchange-traded products.The agency solicited public input Friday on issues surrounding SEC approval of new, novel or complex exchange-traded vehicles. The
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