Closet indexing, market timing are among the risks in long-short equity: analysts.
Over the past two years, confidence in passive investing has grown mainly among RIAs while other advisers primarily remain active.
<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.
Investors stick with $22.6 billion fund as famed manager calls reason for negative returns temporary phenomenon.
<i>Breakfast with Benjamin</i>: China gets low marks for how it's trying to save its equity markets by preventing the sale of stocks.
A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.
Diametrically opposed firms find common ground on importance of manager selection, differ on value of hedge funds.
Professors offer an interesting take on the age-old question. Sorry, monkeys.
<i>Breakfast with Benjamin</i>: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.
Not having access to the market has been protecting mutual-fund investors from fast declines.
Thomas M. Rampulla's return to the U.S. comes after the firm recast itself as a patron of an industry that once saw it as a threat.
ETF holds up better than other funds that own riskier, lower-rated debt, which had their worst monthly outflows ever.
If the island can't pay back all of its debts, some fund holders could suffer haircuts.
At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.
Douglas S. Swanson will step aside, starting Oct. 1.
<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'
<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.
<i>Breakfast with Benjamin</i>: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?
After a disappointing 2014, intermediate-term bond managers have found their footing.
Many share classes exist only to hide fees paid by mutual funds to brokers in exchange for feeding them business
