Bill Gross, the closely watched bond investor, on Wednesday said the Federal Reserve will most likely begin raising U.S. interest rates in the middle of 2015 but fixed-income securities will not be hurt as much as people anticipate....More
As stock valuations seem high and as the Fed contemplates tightening, advisors are seeking out alternative sources of returns for their clients in the New Year. Here are their top eight investment ideas for 2015.
Fueled by a rising dollar and falling oil prices, the average hedge fund gained 1.23 percent last month, according to data from research firm Hedge Fund Research (HFR), but returns still trailed the broader stock market....More
Bill Gross, the closely watched bond investor, on Thursday lambasted central banks around the world for unconventional monetary easing and advised investors to curb risk-taking going into 2015 as global markets are reaching "the point of low return" and diminishing liquidity....More
Investors turned most upbeat on U.S. Treasuries in nearly eight months as a weakening global economic outlook bolstered bets bond yields would stay low for a longer period, according to a J.P. Morgan Securities survey released on Tuesday....More
Financial advisors’ confidence in both the economy and the markets had its highest jump so far this year as survey respondents absorbed the results of the mid-term elections and more positive economic data.
Harvard University might not be the top business school in the United States according to Bloomberg BusinessWeek's latest rankings, but it still remains atop the WealthX list of business schools that have the most billionaire alumni....More
Regulators are undertaking a comprehensive data-driven review of the rules underpinning the U.S. equity markets, including the pricing and rebate system used by exchanges, the head of the Securities and Exchange Commission said on Monday....More
When it comes to switching firms, advisors must plan their transition carefully. It requires thoughtful planning, a desire to run and grow your business, and unwavering dedication to do what is right for your clients....More
Research shows that while the average age of financial advisors has gone up, the percentage of advisors that don't have a succession plan in place has gone up as well. Why don't more advisors have a plan, and how can the industry better prepare for the future.
The U.S. corporate high yield market has grown from $250 billion to a $2.4 trillion industry. High yield has proven to be a solid asset class for investors, over time producing comparable returns to the S&P 500 with approximately half the volatility....More
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a fascinating look at behavioral finance and behavioral portfolio management....More
With the wind at their backs, sprinters have broken speed records. Similarly, the tailwind of a bull market has boosted the fortunes of equity investors over the past five years. In both cases, the pace cannot be sustained over a long period of time. Look back no further than the past 10 years for confirmation of the market’s lack of endurance....More