Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
Rob Arnott, Milton Ezrati: Where’s the Investment Risk in 2014?
Envestnet gathered a panel of big-name investing experts to explore what’s ahead for bonds, equities and demographics at home and abroad.
Risk on the Rise: Yield Chasers Rush Into Alternatives
Correlation, coupled with the U.S. bond market’s zero-yield environment, has driven advisors into riskier alternative investing.
Ezrati, Golub See Flat Investment Year of Risk-On Trades: IMCA 2012
Lord Abbett’s Milton Ezrati and UBS’ Jonathan Golub discussed investment strategies for 2012 at the IMCA conference in New York on Monday.
Fed’s Transparency Policy Meets Skepticism on Wall Street
The Federal Reserve launches its new transparency initiative Wednesday, but a prominent economist is warning the move could 'greatly increase the risk of severe market and economic disruptions.'
Franklin Templeton has announced that the Franklin Small Cap Growth Fund II has been reopened to all investors. In addition, the fund's name changed to...
Lord Abbett's New Shares
Lord, Abbett & Company has introduced three new share classes for several of its mutual funds: F, R2 and R3. Also, the firm has reclassified...
High-Quality Bond Funds -- First Quarter 2004 Review
Bonds Still Alive and Kicking
Fund Manager: Michael T. Smith
Fund Currently Managed Lord Abbett Small Cap Blend Fund/A (LSBAX), since inception in June, 2001. Investment Style Overview Invests in small-cap stocks that have both growth and value...
Clients of Brokerage Involved in Fraud Case To Rec
Feb. 28, 2003 -- Lord Abbett money manager Stephen McGruder will retire at the end of September, stepping down as WASHINGTON (HedgeWorld.com)--Liquidation claim forms will...