Investment products

With the economy still on life support and inflation an increasing threat, the Federal Reserve will continue to act like a “sugar daddy” and leave interest rates untouched until 2011, predicts PIMCO Co-Chief Investment Officer and founder Bill Gross.

Long-term mutual funds took in $3.5 billion in the week ended Dec. 29, marking the 42nd straight week for positive inflows, which now top $416 billion, the Investment Company Institute said.

Convertible arbitrage, distressed were top two strategies in 2009

The insurance giant's new ad campaign tries to capitalize on investors' flight to safety.

Richard M. Weil will replace Gary Black, who resigned suddenly in July as the Denver investment manager continued to suffer heavy outflows.

Retail investors will pay $8.95 per online trade in stocks or non-Schwab ETFs.

This is the latest in a growing list of Roth IRA conversion education tools offered by financial services companies.

The current level of confidence continues to be mostly associated with overall performance of the markets.

As if municipal bond closed-end funds needed any more help, the year-end tax selling that customarily plagues the industry every December took the year off in 2009.

During the market downturn, the only takers for REITs seemed to be institutions, which currently comprise 80% of the owners of REITs. Ten years ago, institutional investors held 40% of all REIT shares.

In a survey of 1,000 people, Putnam Investments found the majority expect the economy to rebound in 2010 but that they are still planning to save more in the New Year.

Slow growth combined with large debts from the current crisis could set the stage for another crisis by the middle of the decade.

The unit is expecting double-digit growth as it expands its array of investment products.

A two-year consent decree requires the company to provide more anti-discrimination training for managers and supervisors.

The TCW Group Inc., an international asset management firm, has voluntarily withdrawn its UST/TCW Senior Mortgage Securities Fund LP from the Treasury's Public-Private Investment Program.

WASHINGTON — With rock-bottom interest rates expected to begin rising soon, regulators and industry representatives are increasingly concerned about institutions' ability to weather a boomerang effect on their funding costs.

The RIA's new fund complements traditional U.S.-based equity and fixed-income investments.

With asset managers continuing to slice and dice the investment landscape by introducing niche products, Lazard Asset Management LLC announced Tuesday that it launched an actively managed mutual fund that focuses on infrastructure companies.

The tax preparation company agreed to pay as much as $20.2 million to customers that bought its Express IRAs.

With investors pouring money into emerging markets many are forgetting that along with potentially stellar returns are enormous risks that can slam investors’ wallets.