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BusinessWeek
January 20, 2011
Sree Vidya Bhaktavatsalam |
Pimco's Step Toward Independence from Allianz It's setting up a mutual fund broker-dealer, which may be the start of separation   |
The Motley Fool
October 22, 2009
Amanda B. Kish |
Should You Buy a Stock Fund From Pimco? The bond giant looks to expand its borders into stock fund investing. |
Financial Planning
April 1, 2011
Donna Mitchell |
Broker-Dealer Debuts at Pimco As the financial planning industry looks for new investment strategies that will also protect principal, bond giant Pacific Investment Management Co. aims to lead the way and, at the same time, become a major broker-dealer. |
Registered Rep.
August 27, 2012
Stan Luxenberg |
Bill Gross' New Trick PIMCO's Total Return ETF has proven the skeptics wrong and outperformed the flagship fund that shares its strategy. |
The Motley Fool
August 11, 2010
Alex Dumortier |
When Bond Royalty Goes Into Stocks PIMCO sees opportunity in foreign stocks. |
BusinessWeek
August 26, 2010
Charles Stein |
A Boom in Bonds Hurts Mutual Funds Investors' preference for bond funds has put pressure on earnings at companies that specialize in stock funds. |
BusinessWeek
November 19, 2009
Lewis Braham |
What's Inside Pimco? Pimco Total Return Fund is the world's biggest mutual fund. What's in its portfolio? |
Registered Rep.
January 6, 2011
Diana Britton |
Muni Bond Outflows Could Last For Months; Equities Funds Gain in Popularity According to Lipper data, municipal bond mutual funds saw outflows of about $7 billion in November and $7.8 billion for the first four weeks of December. |
Registered Rep.
June 28, 2010
Stan Luxenberg |
Investors More Sophisticated, but Still Buying and Selling at Wrong Times In recent years, shareholders have become smarter fund shoppers, said speakers at the Morningstar Investment Conference, which was held in Chicago last week. |
The Motley Fool
December 22, 2010
Dan Caplinger |
Bill Gross Is Buying This. Should You? The bond market has gone into free fall in recent weeks. But bond guru Bill Gross apparently thinks it's much ado about nothing -- and he's letting his money do the talking for him. |
On Wall Street
June 1, 2012
Dave Lindorff |
Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs. |
Financial Planning
September 1, 2011
Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. |
Registered Rep.
June 1, 2012
Diana Britton |
Alternatives Going Mainstream According to data released by Cerulli Associates and Strategic Insight/SIMFUND, alternative mutual funds account for 2.8 percent of overall mutual fund assets today. But Cerulli projects they will account for 9.7 percent of all mutual fund assets in five years. |
Financial Planning
May 1, 2005
Pamela Black |
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. |
The Motley Fool
August 3, 2010
Amanda B. Kish |
Can Bill Gross Keep His Magic Touch? Investors piling into his flagship bond fund are missing cheaper opportunities. |
Registered Rep.
February 1, 2011
Diana Britton |
American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows. |
Registered Rep.
September 1, 2011
Diana Britton |
Retail Investors Still Risk Averse, Pull Money Out of Equity Mutual Funds Despite an opportunity to buy stocks on the cheap, retail investors still have a risk-averse bias, according to recent fund flows. |
Financial Advisor
February 2012
Marla Brill |
Setting Up For Inflation If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers. |
Investment Advisor
January 2010 |
Changes Personnel moves and appointments in the financial services industry: F. William McNabb, III... Chris Biotti... Anne Gudefin... Charles Lahr... Alan Dumas... John Leeson... Chris Doucet... Richard Comeau... |
The Motley Fool
November 17, 2009
Amanda B. Kish |
American Funds' Achilles' Heel Why is the fund giant losing money to competitors? |
Financial Planning
August 1, 2011
Donna Mitchell |
Safety Plays Municipal bond skeptics take note: The group had one of the best returns in the second quarter. |
Financial Planning
November 1, 2005 |
Mutual Fund Monitor The current difference in inflation-adjusted fund yields has narrowed, suggesting that foreign bonds no longer have a valuation advantage over U.S. bonds. Plus, the dollar may not be as overvalued as it once was in relation to several developed regions, Europe in particular. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Registered Rep.
May 1, 2005 |
By the Numbers: The Weight of the Load Looking for a good fund that won't nickel and dime clients? |
Registered Rep.
January 1, 2003
Bennett Voyles |
The Name Is Bond If your clients are among the many investors taking a serious look at fixed income investing, herewith are a few sites that can introduce your clients to some bond basics, and a few other sites that may be useful to you. |
The Motley Fool
May 30, 2007
Amanda B. Kish |
PIMCO Walks on the Wild Side The bond firm plans to tackle riskier investments. But investors shouldn't start worrying yet. |
Registered Rep.
December 16, 2010
Diana Britton |
Are Retail Investors (Finally) Warming Up to Equities? Up until this month, analysts at Morningstar have noticed a divergence between individual investors, who have been gung ho for bonds, and money managers, who have mostly been bullish on equities -- and bearish on bonds. |
Financial Planning
May 1, 2005
Donald Jay Korn |
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break. |
Financial Planning
May 1, 2010
Donna Mitchell |
Equities Perk Up After a weak January and middling February, the stock market hit its stride in March, lifting most mutual fund sectors into positive territory. |
Financial Planning
January 1, 2013
Laton McCartney |
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. |
Financial Planning
January 1, 2010 |
On the Job The CFP Board of Standards named three new members to its board of directors... Gregory Francfort rejoined New York City-based Neuberger Berman as managing director and director of equity research... etc. |
Financial Planning
March 1, 2013
Charles Paikert |
Mutual Funds Show a Boom Stock funds soar as grim forecasts prove overly pessimistic. |
Investment Advisor
August 2009 |
Upgrades Changes: Rydex Investments is now Rydex|SGI... Treasury Department announces nine investment firms chosen to participate in the Legacy Securities Public-Private Investment Program... Thirteen advisors with Curian Capital are testing a seven-step program... more... |
The Motley Fool
February 22, 2010
Amanda B. Kish |
Money Managers: The Best of the Best Don't forget to look for copycats with small fees. |
BusinessWeek
January 16, 2006
Christopher Palmeri |
Long Live The New King Of Bonds Wamco's chief investment officer Ken Leech avoids flashy moves and keeps an institutional focus. |
BusinessWeek
June 18, 2009
Levisohn & Kalwarski |
The Allures and Perils of Foreign Government Bonds Non-U.S. government debt has rallied strongly - especially in emerging markets - but potential defaults are still a problem. |
Financial Advisor
December 2003
Lynn O'Shaughnessy |
The Sleeper That Soared To the surprise of many, emerging-market debt has performed well. |
Financial Planning
November 1, 2012
Laton McCartney |
Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well. |
The Motley Fool
December 27, 2010
Amanda B. Kish |
Why Even Bond Managers Hate Bonds It may be time to switch back to stocks. |
Registered Rep.
April 14, 2011
Diana Britton |
Advisors Get More Flexible Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns. |
Financial Planning
January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
BusinessWeek
April 1, 2010
Keene & Walker |
A Bond King Turns Bearish With interest rates likely to move higher, Pimco's Bill Gross says the long bull market for bonds is over. |
Registered Rep.
July 1, 2005
Stan Luxenberg |
A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names. |
Financial Advisor
December 2005
Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Financial Planning
February 1, 2011
Donna Mitchell |
Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010. |
Financial Planning
May 1, 2011
Donna Mitchell |
Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability. |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
Financial Planning
August 1, 2010
Donna Mitchell |
Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income. |
The Motley Fool
August 13, 2010
Amanda B. Kish |
Must-Read Mutual Fund News The week's happenings in the mutual fund industry. |
The Motley Fool
April 19, 2008
Amanda B. Kish |
Bill Gross to Investors: Run Away! Which segment of the market the world's largest bond fund is avoiding, and a look at bond ETFs. |
