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BlackRock favors U.S. growth stocks and quality U.S. bonds. GMO recommends cash rather than other forms of tail-risk protection. In Russell survey, bullish sentiment for U.S. large cap growth stocks dropped but still a majority view. Barclays expects that central banks will ignore recommendation by Bank of International Settlements to act against inflation.
July 5 -
Guinness Atkinson Asset Management has launched the Renminbi Yuan & Bond Fund, which it says is the first traditional open-end mutual fund to invest directly in bonds denominated in the Chinese currency, Renminbi.
July 5 -
American investors are in risk-aversion mode and are not likely to get out of that funk until interest rates start rising. Thats the fundamental conclusion of Morningstar senior stock analyst Greggory Warren.
July 1 -
In a new report from the Government Accountability Office (GAO), experts recommended that middle-income retirees convert a portion of their savings into an inflation-adjusted annuity or opt for an annuity instead of a lump sum from an employer sponsored defined benefit (DB) plan. They also recommended that Americans delay taking Social Security benefits until at least full retirement age.
July 1 -
A hedge fund services unit of Citigroup in Bermuda has become the latest in a line of third-party middle and back office service providers to be sued by the trustee liquidating Bernard Madoff’s firm to recoup collect funds for disgruntled investors. The unit, called Citi Hedge Fund Services Ltd of Bermuda, was the fund administrator for the Kingate Global Fund Ltd. and Kingate Euro Fund, feeder funds that invested in Madoff's Ponzi scheme. Madoff is now
July 1 -
A five-pronged approach for college savings plan success.
July 1 -
Did investors do a good job of picking funds during the financial crisis?
July 1 -
A portfolio may be large but if it doesn't match up with the client's values, it's not working.
July 1 -
Understanding the Dynamics of ETF Liquidity, Pricing, and Trading
July 1 -
Ignoring U.S. stocks could cut you off from some of the best values available.
July 1 -
The CEO and head of distribution for DWS Investments Americas discusses new products and how the industry can better meet changing retirement needs.
July 1 -
The Securities and Exchange Commission on Wednesday announced a settlement with broker-dealer Raymond James Financial involving $350 million worth of auction rate securities which the regulatory agency claimed were marketed and misrepresented by the firm's reps as safe, liquid alternatives to money market funds and other highly liquid investment vehicles.
June 30 -
The worlds top foreign exchange dealers are working on an industry-wide initiative to reduce the risk of a Flash Crash hitting the global currency markets.
June 30 -
The wave of share buybacks by public companies, which took off in the first quarter of 2011 when companies bought back nearly $90 billion shares, is continuing with buybacks through June 3 totaling $263 billion, up from $164 billion by the same date last year.
June 29 -
Memories of the 2008-2009 market crash are keeping Baby Boomers from investing at a time when many are fearful they'll outlive their retirement savings, according to a new survey by Allianz Life Insurance.
June 29 -
Securities Fraud Attorney Mark A. Tepper has filed a new round of claims with the Financial Industry Regulatory Authority (FINRA) against Minneapolis-based Questar Capital, alleging failure to supervise a Questar Capital broker-dealer named Edward Gelb.
June 28 -
Investors -- institutional and individual -- continue to be cautious, favoring conservative funds within the equities area and favoring debt over riskier investments. But any sense of serious worry among investors seems to be waning.
June 28 -
The new tool ranks the safety of 44 countries' bonds, with Norway topping the list thanks to its low debt and comparatively fewer risks from abroad while the U.S. checked in at No. 15.
June 28 -
Two former employees at ICAPs mortgage backed securities desk sought more than $75 million from their former employer.
June 28 -
Most consumers dont read the prospectus they receive when they purchase a variable annuity and a new report released by the Insured Retirement Institute on Monday found that 94% of consumers would prefer to receive a shorter, printed summary prospectus online or upon request.
June 28


