Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
MSSB Taps Former-Merrill Exec for Regional Post
By Janet LevauxMorgan Stanley Smith Barney named Devon Baranski, formerly of the Merrill Lynch Private Banking and Investment Group (PBIG), as the new head of its ultra-high-net-worth…
July 26, 2011
IRS’ Secret Crackdown on Real Estate GiftsThe IRS quietly gathered data from states looking for real estate gifts not reported to the government by taxpayers.
July 25, 2011
FINRA to Investors: Stay Away From Risky Junk FundsFINRA issued an Investor Alert warning investors of the dangers of complex, risky products such as high-yield, or junk, bond funds; floating-rate loan funds; structured notes with principal protection; and leveraged products.
July 25, 2011
Gold Soars on Threat of U.S. Debt DefaultDefault is in the air. Last week Greek woes threatened to scuttle the euro zone economy; this week, with the U.S. embroiled in a debt-ceiling-vs.-deficit standoff, investors are fleeing other holdings and sinking their funds in safe-haven gold.
July 21, 2011
Top 3 Reasons Investors Avoid Emerging MarketsSome investors even think the U.S. is an emerging market, which is why advisors need to offer better assistance on diversifying, a survey by The Hartford finds.
July 19, 2011
Trader Pleads Guilty to Threatening Securities OfficialsVince McCrudden, a former money manager and commodities trader, on Monday pleaded guilty to charges that he threatened to kill more than 40 financial regulators, including Mary Schapiro, head of the SEC.
July 19, 2011
AQR Capital Launches Multi-Strategy FundAQR Capital starts fund that uses alternative strategies usually employed by hedge funds.
July 18, 2011
Emerging Markets Expected to Outperform Developed Markets: PIMCOA commentary released Monday by PIMCO asks, “Are emerging markets ready to lead the global economy?”