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El-Erian: Pimco's Gross one of world's best investors
Mohamed El-Erian's departure from the world's biggest bond manager sparked media reports of tension with Bond King Bill Gross but in a new interview, the former co-CIO called Mr. Gross “a great investor.”
Fund outflows could give Pimco headaches, Morningstar says
Outflows from Pimco's Total Return fund, run by Bill Gross, have made headlines but Morningstar analysts call the "shrinking asset base" of two other funds "more troubling." Plus: See who Jeff Gundlach's DoubleLine Capital grabbed from Pimco.
Consumers left in the loan lurch as big banks still hold off
Friday's menu: Consumers still left in the loan lurch. Plus: Which manager just jumped into the liquid alts pool? Some stocks for a rising-rate cycle; commodities are hot again; European banks ride the wave; and Merrill trims its housing outlook.
Time to jump on the M&A bandwagon
This week's announced $6.25 billion acquisition of Nuveen Investments Inc. by TIAA-CREF stands out as the latest evidence that the math continues to make sense for consolidation, and that the M&A space is alive and well. And the good news is, it's not too late to gain some exposure to the deal
After big TIAA-CREF-Nuveen deal, boomlet predicted in fund manager mergers
With two money manager acquisitions in the bank this week, industry watchers see more on the way. Which firms are top targets?
Fixed-income ETFs ranked by inflows and outflows
$146.9 0.40% As of March 31. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. Source: Lipper, a Thomspon Reuters company
Equity ETFs ranked by inflows and outflows
$2,330.1 0.67% As of March 31. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. Source: Lipper, a Thomson Reuters company
Ranking the lowest-cost ETFs
Expense ratio*Net assets ($M)YTD return1-year return3-year retun5-year returnLarge CapSchwab U.S. Large-Cap ETF (SCHX)0.04%$2,492.81.07%20.90%14.70%N/ASchwab U.S. Large-Cap Growth ETF (SCHG)0.07%$1,225.11.09%23.91%14.70%N/AiShares Core S&P Total U.S. Stock Market ETF ...
The top exchange-traded funds
FundNet assets ($M)YTD return1-year return3-year return5-year returnExpense ratio*PowerShares Dynamic Pharmaceuticals Portfolio (PJP)$1,189.43.75%41.25%34.21%32.73%0.63%iShares Nasdaq Biotechnology ETF (IBB)$5,821.81.14%43.47%33.74%28.17%0.48%SPDR S&P Biotech ETF ...
S&P 500 caps worst two-day drop since June
Stocks dropped amid disappointing results at JPMorgan Chase & Co. and signs hedge funds were dumping the bull market's best performers.
The power of purpose: Benefits of goals-based investing
Consider the followings ways in which having deeper conversations about client goals might make your job easier and improve your clients' behavior.
Look before you leap into liquid alts
Just as the time to buy homeowner's insurance isn't when the once-in-a-lifetime floodwaters crest the threshold of the front door, the time to insure client portfolios against declining stock prices or rising interest rates isn't when stocks are falling and rates are rising. With stocks continuing
Week in Review: Nasdaq Composite falls as tech selloff resumes
A selloff in the bull market's biggest winners overshadowed optimism on Federal Reserve monetary stimulus.
Pimco loses another bond fund mandate
Gross' firm and Western Asset pulled as subadvisers from Mercer fund with $1.1 billion.
Jobs report looks beyond the winter blues
Friday's menu: Jobs report looks past winter blues; investing in weed for a pot of gold; GM execs get PR all wrong; five funds set to bounce: jumping on the HFT bandwagon, and when the rich don't feel rich
Explore your opportunities and be informed for your next move.
February 27, 2014