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Hedge fund employees enjoy the fruits of their labor
On Friday's Breakfast with Benjamin, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.
Advisers punished for diversifying globally
Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.
From big rallies to fallen (bond) kings, we saw it all in 2014
Liquid alts and robo-advice emerge as major stories
Morningstar takes new approach to ‘smart’ ETFs
Make-or-break firm classification system gives fund managers more insight into fast-growing funds.
As hot as liquid alts are, most can’t compete against the bull market
'The only thing that's working right now is the S&P'
Case for active management gets stronger every day as stocks power ahead
As the stock market wraps another solid year, advisers are beginning to wonder how long the indexed-investing run can last and are startign to think about risk management, which means looking for active managers.
Are ETFs really cheaper than mutual funds?
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
Restored Cuba relations will lead to travel, cigars, not investment opportunities
Even if Cuba's economy doubled, it still wouldn't be 'big enough to move the needle for the U.S.'
Advisers who sold MainStay Marketfield a fickle bunch
MainStay Marketfield, the blockbuster long/short equity liquid alt fund, was a darling at the wirehouses, but when its performance dragged, the outflows came quick and heavy.
Latest twist in robo-advice: Actively managed funds
Untested approach compared to adding cyanide to cupcakes
Cheap oil no reason to abandon the energy sector, strategists say
Though the energy sector has dropped 14.6% in the past three months versus a 3.5% gain for the S&P, investing experts say the innovation potential in the sector should not be ignored.
Political bickering aside, the health care sector is a healthy investment
The sector is up 24% this year, leading all S&P subcategories.
India’s roaring stock market, and funds that track it, get boost from cheap oil
Single-country funds average 12-month gains of 55% but region can be volatile for investors.
Financial advisers take note: Smart money is already hedging against inflation
Real assets making up 10% of institutional "inflation buckets."
Robo advice meets alternative investments
New platform aspires to be an alternatives outsource for financial advisers.
Morningstar is ready to move beyond the style box
Powerful research firm asks advisers' help to better customize asset allocation.
Unconstrained bond funds disappoint
Unconstrained bond funds have showed disappointing returns this year; 1.7% year-to-date compared with 5.6% for its benchmark.
Morningstar’s latest Pimco remarks spark catty comments
On Thursday's Breakfast with Benjamin menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
The Fed’s QE sleight of hand: Please ignore that $4.5T balance sheet
Breakfast with Benjamin - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.
Pimco flagship Total Return Fund loses top Morningstar rating
Research firm cites "uncertainty regarding outflows" and shuffled management as the reasons for downgrading Pimco's flagship fund.
