Back to Basics on Long/Short Strategies
Before advisors recommend the increasingly popular hedged investment strategy, they better know the basics.
More in Mutual Funds
Withdrawals from a Pimco exchange-traded fund that was run by Bill Gross slowed yesterday after record redemptions the day the star trader left. more »
Morningstar Inc. cut the rating of Pacific Investment Management Co.’s Total Return Fund, the world’s largest bond fund, to bronze from gold after co-founder Bill Gross’s exit. more »
Bill Gross, co-founder and co-chief investment officer of Pimco, will join Janus Capital Group, the company said. more »
Alternative mutual funds are in the midst of a growth period with asset managers aggressively marketing the investment products to advisors. Here is a look at the top 10 alternative mutual fund launches in 2014 based on net assets, according to Morningstar. more »
Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says. more »
In the past, most dividend payments have continued, and many increased, even when stock prices have fallen. more »
Clients often place too much importance on high performance and not enough on consistent returns. more »
When it comes to predicting where U.S. borrowing costs are headed, the bond market isn't taking Wall Street’s advice seriously. more »
Investors have returned to equity funds now that the financial meltdown is a distant memory. more »
Mutual-to-stock conversions are facing new hurdles, as evidenced by events at a pair of Massachusetts mutuals. Depositors at Beverly Bank recently rejected its proposed conversion, while Reading Co-op Bank changed its bylaws to make it more difficult to convert. more »
A group of bondholders trying to recoup their investment in a failed Moberly, Mo. artificial sweetener plant has added as a defendant Raymond James Financial Inc. — which acquired the bond deal's underwriter and lawsuit's original target. more »
How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market more »
Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement more »
Top 10 Dividend-Paying Stocks of 2014
The October Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

October 7, 2014 |

October 9, 2014 |

October 21, 2014 |

October 27, 2014 | The Mandarin Oriental, Boston

November 4, 2014 |

Already a subscriber? Log in here