Seeking Income When a Fed-Induced ‘Winter Is Here’
A slow tightening cycle coupled with moderate growth outside the troubled energy sector may support continuation of the third-longest equity bull market in U.S. history.
Bill Gross Doesn’t Let SEC Guidelines Stop Big Bond Bets
The Janus manager used derivatives to make a billion-dollar emerging-market wager, taking advantage of a gray area under U.S. securities rules.
Ritholtz: Why So Many Hate This Recovery
No matter how much the economy improves, a good number of people insist it hasn’t. Three important factors are at work.
Is the Economy Ready for a Rate Hiking Cycle?
They say history repeats itself. But when it comes to the first interest rate hike since 2006, perhaps it doesn’t.
Fed Minutes Signal Likely Rate Hike in December
A majority of Fed officials have said they expect to raise interest rates this year for the first time since 2006.
PIMCO Dethroned as Emerging-Market Bond King
Stone Harbor Fund rises to top of emerging market heap, as PIMCO is battered by strong dollar and big bets on Brazil.
Dangers of De-risking Portfolios in Retirement: FinaMetrica’s Resnik
Paul Resnik shows that there are good arguments for actually increasing equity asset exposure around retirement, but Michael Kitces is skeptical.
More Than 80% of Fund Managers See December Rate Hike: Poll
That's up from October, when only 43% of managers predicted a hike this year, Merrill says.
Malkiel: Why Emerging Markets Investing Is Well Worth the Risk
Adding emerging markets to a global portfolio could reduce risk, while CAPE data suggests EM could yield attractive long-term returns, Burton Malkiel writes on ThinkAdvisor.
Top Portfolio Products: AlphaClone Launches International ETF
SPARX Group adds UCITS fund; Schwab adds Gateway data delivery and recruitment playbook