Year to date through November 2011, retail investors have redeemed $61.6 billion from large-cap equity mutual funds, $11.2 billion from mid-cap growth funds, $13.4 billion from world stock funds, and $15.7 billion from municipal bond funds, according to Morningstar data. ...
Amid the recent market fluctuations, non-traded real estate investment trusts have been popular among investors searching for yield and asset classes with low correlations to equities. ...
Over the last year or so, advisors have been struggling to get their clients out of cash, but how much cash are your clients really holding? Investors say they’re holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors. Generation Y investors lead the pack, allocating 33 percent to cash, up from 30 percent in February. ...
As one financial scandal follows another, it seems the good guys are having a tougher time catching the bad guys. Recent revelations about MF Global’s bankruptcy are reminders of how our regulatory and oversight systems seem to let whales pass through their nets...
Two of the three stocks added to our large/mid cap Most Dangerous stocks list for November are from the energy sector. Those stocks are Energy XXI (Bermuda) Ltd. (EXXI) and Superior Energy Services (SPN) – both get my very dangerous rating as do all of the Most Dangerous stocks. Notably, Dynergy (DYN) also had my very dangerous rating when it announced bankruptcy might be in its future in late June of this year....
Since markets hit bottom in the spring of 2009, hedge funds have been reviving. But the structure of the industry has changed dramatically. While hedge funds once catered primarily to wealthy individuals, now the main clients are pensions and institutions. That shift is forcing hedge funds to change the way they operate....
I’ve been full of optimism when it comes to U.S. real estate investment trusts (REITs) --- and have been since December 2008. People called me crazy, but I was right. Here is my story....
It’s earnings season, and with Lehman, Goldman Sachs and Morgan Stanley kicking it off this week, many investors will be asking themselves: Is the financial crisis over? (Or, at least, is it winding down?) The smart money at the sovereign wealth funds (big investment funds controlled by foreign governments) sure thought they smelled the bottom some months ago when they injected some capital into a few of the ailing Wall Street banks. ...
Many users of the popular tenant-in-common (TIC) investment vehicle in commercial real estate are hoping they have the stamina to withstand a double blow ...
When the market dives, that’s when hedge funds—well, those true to their name—are supposed to earn their money. That’s because many hedge funds are designed to avoid big losses and make money nearly every year using low-correlating absolute-return strategies. Lately mutual funds have appeared that are designed to act like hedge funds, selling short or using other techniques to produce steady results in many market climates....
News of colossal losses at one of the largest hedge funds in the U.S., Amaranth Advisors, throws yet another cloud over the alternative investments....
Best selling author Loral Langemeier tells her legions of followers to quit passively investing their savings in stocks and bonds. Invest directly, she says, in real estate and in other businesses. Why be so passive?...
Socially responsible investing (SRI) is still relatively uncharted territory for most advisors, according to a recently released study; however, since more clients are demanding SRI than ever before, it may be time to get wise....
Barton Biggs made his name as the (as one journalist put it) lead investment strategist at Morgan Stanley over a period of 30 years. A value-oriented...
Critics complain that hedge funds are too expensive for the returns they have lately been producing. Setting performance aside (which is as varied as...
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