Alternatives

Displaying 3992 results
Buffett bets on real estate with stake in Sears spin-off REIT
INVESTING ALTERNATIVES MAR 02, 2016
Buffett bets on real estate with stake in Sears spin-off REIT

Attraction for the billionaire could be the REIT's right to recapture leased space at better rates.

By Bloomberg
INVESTING EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.

By Jeff Benjamin
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark
INVESTING ALTERNATIVES FEB 18, 2016
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark

<i>Breakfast with Benjamin</i> The collapse of alternative investments platform Aequitas Capital Management continues to unfold, while investors and advisers are kept in the dark.

By Jeff Benjamin
Dislocations give alt funds a chance to shine
INVESTING EQUITIES FEB 18, 2016
Dislocations give alt funds a chance to shine

Dislocation among sectors, industries and securities, creates the perfect environment for alternative strategies.

By Jeff Benjamin
INVESTING ALTERNATIVES FEB 18, 2016
Tumultuous stock market puts spotlight on liquid alternative mutual funds

How are these funds performing? At first blush, not that badly

By John Waggoner
Texas REIT provides new details on charges that it is the victim of short sellers
INVESTING ALTERNATIVES FEB 18, 2016
Texas REIT provides new details on charges that it is the victim of short sellers

In SEC filing, Texas REIT United Development Funding IV claims a smear campaign has been mounted to drive down the price of its stock.

By Bruce Kelly
INVESTING EQUITIES FEB 10, 2016
Searching for the perfect investment is counterproductive for clients

The best investments are the options that align with clients' values and goals.

By crichards
W.P. Carey CEO exits as company undergoes strategic review
INVESTING ALTERNATIVES FEB 09, 2016
W.P. Carey CEO exits as company undergoes strategic review

Trevor Bond is stepping down two weeks before the firm releases Q4 and yearly earnings. The company said in November it was exploring breaking up into three businesses.

By Bruce Kelly
Owner of Westminster's winning dog to see cash back
INVESTING ALTERNATIVES FEB 07, 2016
Owner of Westminster's winning dog to see cash back

Puppies of the three-year-old male will bring in thousands of dollars each, and endorsements could bring in even more. But getting the poised sporting dog to the winning circle wasn't cheap.

By Liz Skinner
ETF launches test the limits of creativity and logic
INVESTING EQUITIES FEB 03, 2016
ETF launches test the limits of creativity and logic

If there's a will, there's a way to package it into an ETF.

By Jeff Benjamin
INVESTING ALTERNATIVES FEB 01, 2016
Wall Street money flows toward Marco Rubio, Hillary Clinton

<i>Breakfast with Benjamin</i> Wall Street is showing big support for Marco Rubio and Hillary Clinton. Time will tell if that's a blessing or a curse.

By Jeff Benjamin
INVESTING EQUITIES JAN 28, 2016
Charles Schwab's Liz Ann Sonders sticks to her bullish tone

<i>Breakfast with Benjamin</i> Liz Ann Sonders' reason to remain bullish: The economy not being as bad as many believe.

By Jeff Benjamin
INVESTING ALTERNATIVES JAN 28, 2016
Hillary Clinton ups the ante with new plans to tax the rich

<i>Breakfast with Benjamin</i> The presidential hopeful's new &#8220;Fair Share Surcharge&#8221; to tax the wealthiest Americans would raise $150 billion over 10 years.

By Jeff Benjamin
INVESTING EQUITIES JAN 27, 2016
Putting negative interest rates in perspective

<i>Breakfast with Benjamin</i> Even if they have to resort to negative interest rates, central banks never really run out of ammo.

By Jeff Benjamin
INVESTING EQUITIES JAN 27, 2016
Short sellers are licking their chops in this market

<i>Breakfast with Benjamin</i> Short sellers are staking their claims on the downside of the market, as short interest in the S&amp;P 1500 reaches its highest level in three years.

By Jeff Benjamin
INVESTING EQUITIES JAN 25, 2016
Smart-beta strategies can help today's investors, but they're not all created equal

Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.

By Rick Genoni
Legg Mason joins the smart-beta ETF space, without calling it that
INVESTING EQUITIES JAN 25, 2016
Legg Mason joins the smart-beta ETF space, without calling it that

The firm joins Goldman, JP Morgan and John Hancock by jumping into the ETF space with passive strategies based on proprietary quantitative research.

By Jeff Benjamin
SEC's Mary Jo White rips bill to ease restrictions on BDCs
INVESTING ALTERNATIVES JAN 22, 2016
SEC's Mary Jo White rips bill to ease restrictions on BDCs

Despite SEC chairwoman's concerns over leverage and impact on individual investors, backers hope legislation will pass because of bipartisan support.

By Mark Schoeff Jr.
Investors thinking about retirement should understand BDCs
INVESTING OPINION JAN 22, 2016
Investors thinking about retirement should understand BDCs

Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.

By Michael Kelly
Legg Mason in exclusive talks to buy Clarion Partners
INVESTING ALTERNATIVES JAN 19, 2016
Legg Mason in exclusive talks to buy Clarion Partners

Deal said to value real estate investment manager at $850M

By Bloomberg