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Foreign Bond Fund Bargains
To hedge against U.S. inflation, Ihab Salim buys high-quality foreign debt.
Where Cash Flows Into Fidelity
Fidelity Automotive and Wireless get big bucks from investors, but diversified funds see cash leaving.
Buying European Bargains
Europe offers bargains these days to investors with guts, says Stephen Peak.
A Fund Where Sin Is In
Mutual Global Discovery Fund has stayed ahead of its peers by loading up on stocks a teetotaler would hate.
Betting on Green
Environmentally friendly stocks are good for self-esteem. Sometimes they are good for your bank account, too.
Easy Ways To Invest Based On Your Faith
Protestants, Catholics and Muslims can buy mutual funds managed by religious principles or screen stocks themselves.
Checking Out Your Financial Advisor
Regulators won't keep your money safe. Here are a few pointers on doing it yourself.
Buy Junky Currencies
If you can stomach the occasional devaluation, it makes sense to own trashy-looking foreign exchange contracts.
A Cautionary Guide to Munis
The tax-exempt bond world is a perilous place these days. Here's how to protect yourself.
Well-Funded Opinion
Are mutual fund fees too high? One influential paper that says no was financed by the fund industry.
Sticking to Basics
ETFs are a boon to buy-and-hold investors. Just don't get suckered into one of the flaky ones.
Forbes.com: Mutual Funds News
Mutual Funds News from Forbes.com
No Doomsday Message From Treasury Yields
Higher interest rates are a product of several factors, especially an unwinding of fear. Don't look for the fiat currency to crumble yet.
Brazilian Iron Man
The world economy takes a step back from the abyss, and commodities go higher. That's great for this huge Brazilian iron ore producer.
A Cheap Way To Bet On Weakness In Financials
A shrewd options investor wiggles into a calendar spread on the XLF.
Retirement Income Matters, Not Net Worth
Investors worried about outliving their money can make costly mistakes obsessing about hitting a magical net worth number.
Banking on Asian Financials
Merging markets have been rebounding in recent weeks, with investors pouring fresh money into emerging-market equity funds and ETFs.
ETF Traps For Short-Term Investors
These ETFs can torpedo a portfolio even if held less than a year.
Retail SPDR Gets Bearish Attention
An option trader takes a position that will pay off if this retail sector ETF takes a 15% tumble in coming weeks.
How To Avoid ETF Pitfalls
Exchange-traded funds can be great for long-term investors, as long as you steer clear of these traps.
Dark Cloud Over Treasury Yields
Investors should prepare to see the lowest bond returns in 20 years, study says.
Take Cover From Inflation With TIPS
You don't need to buy your Treasury Inflation Protected Securities at auction. It's much easier with an ETF.
Suffering From 'Premature Accumulation'
We've all been to financial seminars that have bored us to tears, but a recent one gave me a huge laugh.
Forbes.com: ETF News
ETF News from Forbes.com
5 Patriotic ETFs with Most to Gain from Recovery
The global financial crisis started in the United States, and the US economy has consequently suffered more than most. Although total output has fallen less than the global average, the rise in America's unemployment rate has been the steepest in the OECD. It has the world's largest budget deficit as a percentage of GDP, save the UK. And although US shares didn't fall as far in 2008, they have hardly risen in 2009 - left in the dust by recovering emerging markets. 
Complete Story »
How to Use Leveraged ETFs to Your Advantage
Leveraged ETFs have gained a lot of popularity, and some scorn, in their relatively short history. They are popular because they allow retail investors to take aggressive positions without using margin or buying options. Inverse ETFs, whether they are leveraged or not, allow investors to short indices without a margin account. These funds are disliked because they do not accomplish what some might expect them to, which is to double the returns of the underlying index over an unspecified time period. This is not what they were designed to do, as a visit to a website for a leveraged fund will quickly reveal. What they do is double (or in some cases now, triple) the return of the underlying index on a daily basis. The arithmetic behind this is simple.
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Friday Outlook: Commodities, Global Markets
<< Return to page 1 - Game Over
David Fry (ETF Digest) submits:
Complete Story »
Friday Outlook: Game Over
David Fry (ETF Digest) submits:
July 2, 2009
Maybe, maybe not—this is all I can say since bulls have repeatedly demonstrated their “energizer bunny” quality. Maybe over the weekend investors will forget about the sting of today’s drop as no doubt the powers that be will roll-out their spokesmen to cheer everyone up.
Complete Story »
Global Index Monthly Review: Road to Recovery
The performance of a number of global stock markets is given in the table below in local currency terms for different measurement terms ended June 30. Other than to say that the second quarter delivered exceptional gains and that the first half of 2009 is not looking too shabby either (bar a few exceptions such as the Dow Jones Industrial Index), the numbers speak for themselves. Click here or on the table below for a larger image.
Prieur du Plessis submits:
Complete Story »
More Leverage: ProShares Launches 2x Russell 3000 Long, Short ETFs
You can now gain leveraged and inverse-leveraged exposure to US stocks without having to choose a subset of large-cap, mid-cap or small-cap stocks. Two new ETFs from ProShares started trading today, providing +200% and -200% exposure to the Russell 3000 Index. ProShares Ultra Russell3000 (UWC) and ProShares UltraShort Russell3000 (TWQ) will seek to provide daily returns that are +/- 200% of the index. The Russell 3000 Index represents approximately 98% of the investable US equity market, making these new funds the closest thing to “total US market” leveraged ETFs.
Ron Rowland submits:
Complete Story »
ETF Stats for June 2009: $1.5 Trillion Traded
The number of US-listed exchange traded products increased by 13 in June after dropping by 14 the prior month. The total value of shares traded was $1.5 trillion, just below May’s $1.505 trillion. June brought the introduction of 16 new products, consisting of 14 ETFs and two MacroShares. One ETN and two MacroShares were delisted. The total number of listed products at the end of June stood at 843 (757 ETFs, 2 MacroShares, and 84 ETNs), two less than the 2008 year-end total.
Ron Rowland submits:
Complete Story »
'Sector Detector' Update: XLE, XLK
By Mike Castino This week's rankings have not changed since our last "Sector Detector" update, which discussed possible ways to trade the energy and technology sectors based on index ratings by Sabrient Systems.
optionMONSTER submits:
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4 Reasons to Consider the Silver ETF
As commodities continue to remain attractive, what is driving the increased demand of silver and its ETFs? Devangi Josji for the Economic Times states that rising industrial usage and a rebound in investment is what is making silver attractive.
Tom Lydon (ETF Trends) submits:
Complete Story »
Is IBB the Best Biotech ETF?
Healthcare has dominated the headlines in recent weeks, as President Obama presents his new proposals and the industry recovers from a position where it was perhaps oversold. Where, in this mix, are ETFs the most helpful? iShares Nasdaq Biotech (IBB) helps investors navigate the popular, but hit-or-miss, biotech subsector. Healthcare has gained short-term momentum in recent weeks, and IBB is up 9.23% for the one-month period ending June 26. IBB offers investors exposure to a broad range of biotech funds with a concentration in large-cap names, a strategy that will save investors some of the pain that comes from failed start-ups. IBB tracks the NASDAQ Biotechnology Index, comprising companies with at least a $200 million market cap. IBB has 123 holdings and an attractive 0.48% expense ratio. The top industry allocation in the fund is Medical-Biomedical/Gene, with a 63.29% weighting, followed by Medical-Generic Drugs and Medical-Drugs, with 11.34% and 9.63% weightings, respectively. While the fund tends to be top heavy—its largest component, Amgen (AMGN), makes up 10.77% of the fund—IBB’s components are spread throughout the capitalization spectrum. More than 43% of IBB’s holdings can be classified as either giant or large cap, while 28.5% are medium and 27.75% are small or micro. Overall, the top 10 holdings in the fund are allocated nearly 52% of the fund’s assets.
Don Dion submits:
With the healthcare industry just regaining its footing, and government pressure being applied more acutely to other subsectors of healthcare, IBB offers solid long-term exposure to the biotech sector.
Complete Story »
ETF Spotlight: Market Vectors Coal
ETF Spotlight on Market Vectors Coal (KOL), part of a recurring series. Assets: $278 millionTom Lydon (ETF Trends) submits:
Complete Story »
New ETF Sets Community Banks Apart from the Rest
Yesterday, First Trust launched a new ETF targeting community banks, which received favorable attention in the wake of the credit crisis for having less exposure to toxic debt than their larger counterparts did. The First Trust NASDAQ ABA Community Bank Fund (QABA) has an expense ratio is set at 0.60%.Tom Lydon (ETF Trends) submits:
Complete Story »
Consider Adding Some Water to Your ETF Portfolio
Investors have realized the value in water investments, as companies that manage potable water for consumption or irrigation are becoming profitable. The scarcity of water has taken the resource to a commodity-level investment and ETFs are a way to get good portfolio exposure. For investors interested in the water sector, there are many options as far as ETFs are concerned. Getting exposure to companies involved in the conservation and creation of potable water and to the companies that supply the machinery to make this possible are all ways to profit from water, explains Green Investing Now.Tom Lydon (ETF Trends) submits:
Complete Story »
ETF Investors Should Keep an Eye on Japan
Japan is a staple country on investor’s radar, and the related ETF makes the access to Japan hard to ignore. So, are there reasons to add Japan to your portfolio? Jeff Saut for Minyanville has a case that supports the argument that Japan’s descent may be ending and an upward movement may soon emerge. Although Japan’s demographics and corporate governance aren’t the greatest, a quick rundown of corporate Japan show sings that restructure has already started, especially in the small-cap realm.Tom Lydon (ETF Trends) submits:
Complete Story »
Individual Investors Leading the Charge on ETFs
With the advent of ETFs, there’s another trend emerging when it comes to investing: more and more self-directed investors, tired of relying on mutual fund managers to pick what they own, are taking charge themselves. In a recent Investment Trends study, 48% of participants who invest in actively managed mutual funds agreed that faith in fund managers is waning and investing directly is the way to go, according to The Australian. The new investor trend indicates that growth for online brokerages is on the rise.Tom Lydon (ETF Trends) submits:
Complete Story »
Paying Close Attention to Indonesia
Analysts are paying close attention to Mr. Yudhoyono’s forecasts because he is widely expected to defeat his two rivals in presidential elections to take place in July. Current polls suggest Mr Yudhoyono, whose Democrat Party won the most votes in April’s parliamentary election, will win comfortably in one round but experts believe his lead will narrow once the formal campaign begins next week. Indonesia last experienced 7 percent economic growth in 1996, during the era of the dictator Suharto and before the 1997/98 Asian financial crisis. Growth last year was 6.1 percent and 4.4 percent in the first quarter of this year. Analyst forecasts for 2009 range from around 2 percent to 4.5 percent. The Asian Development Bank approved on Wednesday a $1bn standby loan to Indonesia, as the country puts together a $5.5bn package to bolster its ability to navigate the global financial crisis.
Carl T. Delfeld submits:
Complete Story »
MacroShares Is Back with Up / Down Housing Funds
A week after folding the second incarnation of its unique up/down crude oil funds due to the failure to attract sufficient investments, MacroShares burst back on to the scene with the launch of two new exchange-traded products (they’re not technically ETFs). The MacroShares Major Metro Housing Up (UMM) and Major Metro Housing Down (DMM) began trading on Tuesday. While these funds are attracting significant attention because of their unique strategies and exposure, they are also being greeted with a fair amount skepticism. According to their fact sheets, DMM and UMM will track three times the cumulative percentage change in U.S. single-family home prices, as measured by the S&P/Case-Shiller Composite-10 Home Price Index. This benchmark is a frequently-monitored indicator of single-family home prices in ten major markets (New York, San Diego, San Francisco, Washington, D.C., Boston, Chicago, Denver, Las Vegas, Los Angeles, and Miami). After relatively steady appreciation since the early 1990s, this index has plunged over the last two years amidst spikes in foreclosures and freezing credit markets.
Michael Johnston submits:
Complete Story »
Shariah-Compliant ETFs: The First of Many?
In April, FaithShares Advisors filed with the SEC to launch a line of ETFs targeted at religions investors. While “socially responsible ETFs” (such as KLD) and clean energy ETFs (such as PBW) are nothing new, FaithShares proposed to narrow the scope of socially responsible investing significantly by offering funds focusing on specific denominations, including: Although many were skeptical at the time that religious ETFs would be a viable opportunity, it appears that they are now becoming a reality, as Javelin Exchange Traded Shares ((JETS)), a new ETF company, launched its first fund. The Dow Jones Islamic Market International Index Fund (JVS) seeks performance that corresponds to a benchmark index that measures investment return on “Shari’ah compliant securities.”
Michael Johnston submits:
Complete Story »
An ETF Portfolio Strategy
I've written on several occasions beginning here regarding the merits of market timing systems and I have also suggested a few portfolios. I've decided to start updating ETF portfolios on a monthly basis on the first of the month . I may add portfolios with time, but we will start with three portfolios: A starter 5 position portfolio inspired in part by Mebane Faber, Paul Merriman's ETF portfolio, and a custom portfolio which includes some alternative assets.
Scott's Investments submits:
I will be posting the 200 and 120 day moving averages, which approximately represent a 10 and 6 month average. The ETFs trading above the 200 day moving average will be highlighted in bold (two of the ETFs in my custom portfolio have not been trading for 200 days). For background on the rational behind using a moving average system, please read my previous work.
Complete Story »
The Best International Sectors Based upon Dividend Trends
Paul Amery writing for Index Universe wrote a fascinating piece on dividend trends in European markets. In fact, those dividend trends likely mirror changes in company distributions clear across developed market segments. Some findings come as no surprise; that is, the once lofty expectation for 7%-8% yield from European banks has been cut by half. (And that's not saying anything about the extreme depreciation of bank shares over the last 3 years.)
Gary Gordon submits:
Complete Story »
ETFs News and Commentary from Seeking Alpha
'ETF' Tag RSS Syndication from SeekingAlpha.com
London seminar highlights crucial role of corporate governance
Click here to attend the CISX London seminar on July 16.
Hedgeweek Features
Syndicates the latest Hedgeweek Features via RSS 2.0.
AMB Property appoints James Green as a managing director
AMB Property, an owner, operator and developer of industrial real estate, has appointed James W. Green as managing director, global client services.
ASIC consults on disclosure of substantial holdings
The Australian Securities and Investments Commission has released a consultation paper on disclosure of substantial holdings arising from securities lending or prime broking.
Aberdeen acquires two properties from The Doctors' Pension Fund
Aberdeen Property Fund Denmark will acquire two fully let office properties in Copenhagen from The Doctors' Pension Fund on 1 July 2009.
Alta Fides appoints Marcel Crommen as a board member
The supervisory board of Alta Fides has appointed Dr. Marcel Crommen as a member of the board, effective 1 July 2009.
Alternative energy and cleantech investment bank launched
Greentech Capital Advisors, an investment bank dedicated to alternative energy and cleantech, has formally launched the firm.
Aramid Asset Management hosts charity cricket day
Aramid Asset Management is hosting its cricket championship finals in London on 29 June to raise funds for Capital Kids Cricket.
Asia Pacific ETF AUM up 4.3 per cent
Assets under management of Asia Pacific exchange-traded funds rose 4.3 per cent to USD55bn in the week to 29 June, according to ETF Securities.
Australian absolute return and hedge funds up 2.55 per cent in May
Australian based absolute return and hedge funds continued their outperformance during May, returning an average of 2.55 per cent across all strategies, according to Australian Fund Monitors.
Average daily volume of 10.7 million contracts at Eurex and ISE in June
At the international derivatives markets of Eurex, an average daily volume of 10.7 million contracts were traded in June, down from 13.3 million contracts in June 2008.
BNY Mellon Asset Servicing tops USD100bn in ETF assets under custody
BNY Mellon Asset Servicing has exceeded USD100bn in exchange-traded fund assets under custody.
BNY Mellon to provide custody for Cullen Funds Trust and Schafer Cullen
BNY Mellon Asset Servicing has been selected to provide custody, fund accounting and fund administration for Cullen Funds Trust mutual funds and hedge fund administration for Schafer Cullen's hedge funds.
BTIG expands capabilities with US-based Japan team
BTIG LLC, an institutional broker dealer specialising in trading and related brokerage services, has expanded its international capabilities with the addition of a three-person US-based live hours (8pm-2am EST) Japan team.
Barden Gale joins J.E. Robert as chief executive
J.E. Robert, a global commercial real estate investment management company, has appointed Barden Gale as chief executive officer.
Bears defeat bulls in ETF Securities' double leveraged and double short debut
ETF Securities says it experienced a surge in trading volume during the first week of trading its double leveraged (2x) and double short (-2x) ETFs on the London Stock Exchange.
Behringer Harvard appoints industry veteran to Opportunity Reit II board
Behringer Harvard has appointed real estate industry veteran Diane S. Detering-Paddison as an independent director on the board of directors of Behringer Harvard Opportunity Reit II.
Blackstone real estate fund closes on EUR3.1bn
The Blackstone Group's latest real estate fund, Blackstone Real Estate Partners Europe III, has held its final closing with total equity capital commitments of over EUR3.1bn.
Bleak economic backdrop favourable for fixed income, says S&P
Four months of making positive returns should have lightened the mood after a dire 2008, but European bond fund managers remain gloomy about the economic outlook, according to Standard & Poor's Fund Services.
Bob Borchers joins Opus Capital as general partner
Early-stage venture capital firm Opus Capital has named Bob Borchers as a general partner.
Brandywine executes lease with VWR in Radnor Corporate Center
Brandywine Realty Trust has executed a 14-year lease transaction with VWR International for 148,000 square feet in One Radnor Corporate Center, a 201,980 square foot office building in Radnor, Pennsylvania.
CAIA membership surpasses 3,100 designees
The Chartered Alternative Investment Analyst Association has welcomed the Class of March 2009, a group of 650 new members who received the CAIA designation during the most recent examination period.
CBRE acquires two UK properties
CB Richard Ellis Investors, the global real estate investment management firm, has completed the acquisition of two UK properties as part of the ongoing development of the company's assets.
CDC commits USD50m to Nigeria and West Africa fund
CDC Group, the UK's development finance institution, is committing USD50m to African Capital Alliance's Private Equity Fund III.
CFA Institute launches European Investors Working Group
The European Investors Working Group has met for the first time in Brussels to set the agenda for the group's contribution towards creating an efficient, effective and globally competitive European regulatory model.
CM Equity Partners distributes 1.5 million shares of ICF stock
CM Equity Partners, a private equity firm holding approximately 30 per cent of ICF International's outstanding common stock, has distributed 1.5 million shares of ICF stock.
CS Euroreal to reopen at end of June
CS Euroreal will reopen to redemptions as of 30 June 2009.
Canyon Capital hires Richard D. Holly for Midwest and mountain regions
Canyon Capital Realty Advisors has hired real estate executive Richard D. Holly as managing director with responsibility for identifying and overseeing investment opportunities in the Midwest and mountain regions.
Capital Z appoints James M. Marrone as chief executive
Capital Z Asset Management, a sponsor of emerging hedge fund managers, has appointed James M. Marrone, Jr. as chief executive officer, effective 1 August 2009.
CapitalFountain.com launches private capital marketplace
Capital Fountain, an online marketplace and professional networking application for investors, lenders, entrepreneurs and financial professionals, has launched.
Casam launches bond and leveraged ETFs on Euronext Paris
Casam ETF has issued17 exchange-traded funds on Euronext Paris including government and corporate bonds, equity leveraged and short products and world equity products.
Change to calculation of Baltic Exchange Dry Index
In a move designed to help boost derivative trading, the Baltic Exchange will be implementing changes to the way in which the Baltic Exchange Dry Index is calculated.
CloudSwitch adds John McEleney as chief executive; secures further VC funding
CloudSwitch has added John McEleney as its chief executive officer and president and completed a second round of financing from venture capitalist firms.
Cohen & Steers approves merger of Reit closed-end funds
The boards of Cohen & Steers Advantage Income Realty Fund, Worldwide Realty Income Fund, Premium Income Realty Fund and Quality Income Realty Fund have approved the merger of each fund into the Quality Income Realty Fund.
Comment: It's not what you do, it's the way that you do it...
Mike Stepek, a partner in Geneva office of Hogan & Hartson, examines the contrasting approaches of Switzerland and of the EU and US toward direct regulation of the hedge fund industry.
Comment: Pause for reflection
At first sight, it might seem deeply inappropriate for two sectors of the global fund industry to have held their biggest and most high-profile get-togethers this month in Monaco. The very location seems redolent of the past decade's excesses of which the financial industry is now seeking to purge itself.
Community bank ETF begins trading on Nasdaq
The First Trust Nasdaq ABA Community Bank Index Fund has begun trading on the Nasdaq.
Conjecture - now is a good time to engage in a communication strategy
The days when secrecy and silence boosted the mystique of a fund manager are over - now they arouse distrust among investors and regulators alike.
Court Square completes acquisition of Wyle
Court Square Capital, a private equity firm, has completed the acquisition of Wyle, a US-based engineering services company.
Crombie Reit appoints president and chief executive
Crombie Real Estate Investment Trust has appointed Donald E. Clow as its new president and chief executive office, effective 6 August 2009.
DJ Gottex Fund gets investment advisory mandate from Nestle
Asset manager Gottex Fund Management Holdings has been awarded an investment and advisory mandate by Nestle Capital Advisers.
Denton Wilde Sapte advises on second Mena Infrastructure investment
Denton Wilde Sapte is acting as legal adviser for Mena Infrastructure Fund's second investment - a 32.8 per cent shareholding in Oman's United Power Company.
Duoyuan Global Water completes IPO on NYSE
Duoyuan Global Water, a portfolio company of private equity firm Global Environment Fund, has completed its initial public offering on the New York Stock Exchange of 5.5 million American depository shares, raising USD88m.
ETF Securities lists four double leveraged and double short ETFs in Amsterdam
ETF Securities has launched a platform of exchange-traded funds tracking double leveraged and double short benchmarks on the Amsterdam market of NYSE Euronext.
Edhec-Risk and Newedge create advanced modelling research chair
Edhec-Risk and the prime brokerage group at Newedge have created a research chair through which Edhec researchers will develop advanced modelling techniques that can be used for alternative investment returns.
Epoch appointed as sub-adviser to six MainStay funds
Epoch Investment Partners, an investment manager and investment adviser and the sole operating subsidiary of Epoch Holding, has been appointed a sub-adviser to The MainStay Funds family of mutual funds.
European equity ETF turnover up 3.2 per cent
European exchange-based equity ETF turnover rose by 3.2 per cent to EUR1.1bn during the week ending 29 June, Deutsche Bank research has found.
FX Concepts to launch Ucits fund
New York-based currency manager FX Concepts is launching a Luxembourg-domiciled fund investing in its Global Currency Programme.
Fitch rates RMR Real Estate Income Fund AA
Fitch Ratings has assigned an AA rating to the auction rate preferred shares issued by RMR Real Estate Income Fund, a closed-end investment company managed by RMR Advisors.
Former UBS executive launches Singer Partners
Brian Singer, who previously managed a USD200bn global asset management multi-asset practice at UBS, has launched investment management firm Singer Partners.
Fortis Investments implements Smart Benchmark III for balanced funds
The benchmark of Fortis Investments' balanced funds has changed from Smart Benchmark II to Smart Benchmark III, an updated asset allocation that takes into account new valuation opportunities resulting from the recent turbulence in the markets.
Frontier Capital funds selected as core solution by Bluefin
Frontier Capital Management's Multi Asset Platform funds have been selected as a core investment solution for use by Bluefin Advisory Services, a national financial advisory business.
Gennx360 names W. Andrew Shea managing partner
Gennx360 Capital Partners, a private equity firm focused on underperforming industrial business-to-business companies, has appointed W. Andrew Shea, an attorney with nearly two decades of investment banking and private equity experience, as a managing partner.
Grubb & Ellis names David Susoreny executive vice president
Grubb & Ellis has named David Susoreny executive vice president, corporate services group.
HRPT Properties appoints Jan Yokota vice president, Pacific region
HRPT Properties Trust has appointed Jan S. Yokota as vice president, Pacific region, effective 15 July 2009.
Harcourt launches Belmont (Lux) Recovery
Harcourt Investment Consulting has launched Belmont (Lux) Recovery, a diversified fund of hedge funds dedicated to credit and distressed assets.
Harry Potter publisher buys Tottel from Matrix for GBP10m
Matrix Private Equity Partners, the small buyout specialist, has sold Tottel to Bloomsbury Publishing, the publishers of the Harry Potter novels, for GBP10m.
Headstart settles 2003 dispute with the SEC
Headstart Advisers, an FSA-regulated hedge fund adviser, and Najy Nasser, its chief investment officer, have settled their dispute with the US Securities and Exchange Commission relating to Headstart's historic involvement in market-timing from which it disengaged in September 2003.
Hedge fund industry showing signs of stabilisation, says IAM
The hedge fund industry is showing signs of stabilization with a continued reduction in redemption rates and positive performance, according to International Asset Management.
Hedge funds and private equity offer long-term opportunities, says State Street
Although the hedge fund and private equity industries have been hit by the financial crisis, they will adapt to the changed investment environment and continue to provide significant long-term opportunities for institutional investors, according to State Street.
Hedge funds post best monthly returns in over nine years
The Credit Suisse/Tremont Hedge Fund Index finished up 4.1 per cent in May, with nine out of ten sub-strategies posting positive returns.
Hedge funds post mixed returns for June
Market uncertainty led to mixed hedge fund returns in June, according to Jordan Drachman, head of research for alternative beta strategies at Credit Suisse.
Hercules Unit Trust secures GBP100m from Canada Pension Plan
Hercules Unit Trust, a retail warehouse fund advised by The British Land Company and managed by Schroders, has received an investment of GBP100m from Canada Pension Plan Investment Board.
Icap welcomes proposals to improve OTC derivatives markets
Icap, the interdealer broker, has welcomed the European Commission's proposals to ensure efficient, safe and sound over-the-counter derivatives markets.
Industrial metals lead S&P GSCI to first half increase of 6.55 per cent
The S&P GSCI increased 6.55 per cent during the first half of 2009, led by a 29.9 per cent increase in the S&P GSCI Industrial Metals Index.
Invesco Mortgage Capital prices IPO and starts trading
Invesco has priced the initial public offering of 8,500,000 shares of Invesco Mortgage Capital at USD20.00 per common share.
Investor Confidence Index rises from 108.5 to 115.5 in June
Global investor confidence rose by seven points from a revised May reading of 108.5 to reach115.5 in June, according to the State Street Investor Confidence Index.
Invista Real Estate AUM down 13 per cent
Invista Real Estate Investment Management's assets under management were GBP5.5bn at 31 May 2009, a 13 per cent decrease from 31 December 2008.
Iosco consults on disclosure requirements for public offerings of ABS
The International Organization of Securities Commissions' technical committee has published a consultation paper on disclosure principles for public offerings and listings of asset-backed securities.
Isle of Man first choice for Aim companies, report finds
The Isle of Man is the number one country for companies looking to register on Aim outside of the UK, currently with 67 Isle of Man company registrations, according to a report from Hemscott.
J.P. Morgan to service eight ProShares international ETFs
J.P. Morgan Worldwide Securities Services has been appointed by ProShares to service its eight newly launched international exchange traded funds.
JB Convertible Bond Hedge Fund makes fee changes
JB Convertible Bond Hedge Fund has made changes to its fees with effect from 1 July 2009.
Jen Partners to acquire MMA Financial's tax credit equity business
Jen Partners, a New York-based private equity real estate firm, has entered into a definitive agreement to acquire substantially all of the tax credit equity business of MMA Financial, an operating subsidiary of Municipal Mortgage & Equity.
Jubilee Financial Products launches growth product
Investment boutique Jubilee Financial Products has launched a structured product which aims to optimise investor entry level during the first three months.
Kayne Anderson closes USD820m energy PE fund
Kayne Anderson Capital Advisors has closed its fifth energy private equity fund with total commitments of USD820m.
Kevin Nee named president of Wilshire Private Markets
Private capital markets veteran Kevin Nee has been named president of Wilshire Private Markets.
Kindred Healthcare acquires nursing centre real estate for USD55.7m
Healthcare services company Kindred Healthcare has acquired the real estate related to six under-performing nursing centres previously leased from Ventas for USD55.7m.
Law firm Appleby opens office in the Seychelles
Appleby, an offshore legal, fiduciary and administration service provider, has opened an office in the Republic of Seychelles.
M&A weak in first half of 2009, says mergermarket
Despite the upturn in the financial markets over the last quarter, the first half of 2009 was a weak half-year for mergers and acquisitions across the board, according to mergermarket.
MUFG and Morgan Stanley strengthen global alliance
Mitsubishi UFJ Financial Group and Morgan Stanley have launched initiatives that will expand the scope of their previously announced strategic alliance into new geographies and businesses.
MacroMarkets lists two exchange-traded products on NYSE Arca
NYSE Euronext's wholly-owned subsidiary, NYSE Arca, has begun trading MacroShares Major Metro Housing Down Trust and MacroShares Major Metro Housing Up Trust, both exchange traded products sponsored by MacroMarkets.
Mads Ryum Larsen appointed member of IK's executive committee
Mads Ryum Larsen has been appointed a member of IK Investment Partners' executive committee as of 1 July 2009.
Martin Currie promotes in-house talent for global equities
Martin Currie Investment Management has promoted Alan Porter to co-manager of its global and global alpha retail funds with effect from 1 July.
Matthews International names chief executive
Matthews International Capital Management, adviser to the Matthews Asia Funds, has named William J. Hackett as chief executive officer and Robert J. Horrocks as chief investment officer.
Mayer Brown appointed by private equity firm Pamplona
International law firm Mayer Brown has been appointed by UK private equity firm Pamplona Capital Management as it seeks to buy almost one-third of Lloyd's of London insurer Chaucer Holdings.
Measurisk crosses 1,000 hedge fund milestone
Risk analytics provider Measurisk, an affiliate of J.P. Morgan Worldwide Securities Services, has crossed an industry milestone in modelling the full positions of over 1,000 hedge funds.
Merrill Lynch appoints Mark Bailey head of EMEA equity financing
Mark Bailey has been appointed head of EMEA for Bank of America Merrill Lynch's global equity financing and services platform.
Merriman Curhan Ford expands MCF Services Group
Merriman Curhan Ford has named Spencer Grimes as managing director of its MCF Services Group.
MidOcean Partners forms credit team
MidOcean Partners, a middle market private equity firm, has appointed Steve Shenfeld as president of its newly-formed credit partners unit, where he will be responsible for building out a credit investment platform focused on middle market opportunities.
More than half of VC execs consider industry to be broken, survey finds
More than half (52.9 per cent) of venture capital executives believe their industry is "broken", according to an online survey by Polachi.
Munder Capital promotes Jim FitzGerald to president
Munder Capital Management, a money management firm serving institutional and individual investors, has promoted James (Jim) V. FitzGerald, managing director of distribution and chief marketing officer, to the newly-created position of president.
NBPE admitted to trading on LSE Specialist Fund Market
NB Private Equity Partners' class A ordinary shares have been admitted to the Specialist Fund Market of the London Stock Exchange.
NDC Capital and Post Investment to acquire apartment units
NDC Capital Partners has made a co-investment with Post Investment Group for the acquisition of 365 class B apartment units.
NER merges with Tokyo-based Alba Partners
Nihon Equity Research has merged with Alba Partners, a Tokyo-based equity research firm which provides analytical and information services on Japanese stocks to overseas investors.
Newcastle elects to retain capital
Newcastle Investment's board of directors has elected not to pay a common stock or preferred stock dividend for the second quarter of 2009.
Northern Trust deploys pooling solution for US Erisa plans
Northern Trust has added the first pension funds governed by the US Employee Retirement Income Security Act to its cross-border pooling platform.
OpenGate acquires autoparts provider Gabriel North America
OpenGate Capital, a global private equity firm, is acquiring Gabriel North America, a provider of shock absorbers and strut assemblies, from Fortune 500 company ArvinMeritor.
Pali Capital expands high yield effort in New York
Pali Capital, an independent global financial services firm, has expanded its high yield sales and trading team with the hiring of Matt Goldfarb and Peter Levine from Tradition and William Tillinghast from SMH Capital in New York.
PensPlan appoints State Street for investment servicing mandate
State Street Corporation has been appointed by PensPlan, a pension fund service provider in Italy, to provide a range of investment services for EUR100m in assets.
Philip Levinson to join Blackstone in Asia
The Blackstone Group has appointed Philip Levinson as a managing director, effective 6 July.
Point Capital launches technology integration firm
Point Capital Partners, a New Jersey-based venture capital and merchant banking firm, has launched an IT integration business that will focus on providing turnkey technology solutions to small businesses.
Private equity plummets as bank lending freezes, research finds
Private equity investment in buy-outs in the first half of the year reached a disappointing GBP3.2bn, according to the latest data from the Centre for Management Buy-out Research.
ProLogis generates USD840m from asset sales and property fund contributions
ProLogis, a provider of distribution facilities, has generated approximately USD840m of gross proceeds from the sale of industrial assets as well as contributions to property funds in the second quarter of 2009.
ProShares launches ETFs with triple exposure to S&P 500
ProFunds is launching the first exchange-traded funds designed to seek triple exposure to the S&P 500 on a daily basis.
ProShares launches short and leveraged ETFs for the Russell 3000
ProFunds Group is launching the first exchange-traded funds built to provide short and leveraged exposure to the Russell 3000 Index.
RBC Capital Markets boosts European platform
RBC Capital Markets, the corporate and investment banking arm of Royal Bank of Canada, has made further hires in Europe with the appointment of Carmine Meoli as head of private banking solutions sales, and Arif Hussein and Peter Drewienkiewicz as directors in the rates sales and trading team.
RBC Dexia to provide shareholder services for Arrow Hedge
RBC Dexia Investor Services has been selected by Arrow Hedge Partners to provide shareholder services for a portfolio of funds in Canada.
RMR fund approves investment sub-advisory agreement
The board of trustees of RMR Asia Pacific Real Estate Fund has authorized entry of an interim investment sub-advisory agreement among the fund, RMR Advisors and MacarthurCook Investment Managers.
RaboPlus adds eight Vanguard funds to platform
RaboPlus has added eight index funds from Vanguard Investments Australia Ltd to add to its online managed funds platform.
Reality check claims emerging markets inflow streaks
A run that began in early March ended for EPFR Global-tracked emerging markets funds during the week ending 24 June as investors pulled a net USD1.87bn out of Asia ex-Japan, Latin America, EMEA and the diversified global emerging markets equity funds.
Record-setting quarter for emerging market equity fund inflows
Fund flows resumed the pattern that has dominated the second quarter in late June as investors pulled another USD37bn out of money market funds and channeled some of that cash into emerging market equity funds, US equity funds, high yield bond funds and balanced funds.
Registered investment adviser NS Capital launches
NS Capital, a privately-owned registered investment adviser, has been launched to provide investment advisory and asset management services to affluent investors, small pensions and endowments.
Retail investors drive net investment into UK property funds
UK property funds have seen their first net investment inflows into the sector since April last year, according to figures from the Investment Management Association.
S&P enhances Middle East indices
Standard & Poor's has made several enhancements to its family of Pan Arab and Gulf Cooperation Council indices.
SEB Cash Management appoints Manfred Fleckenstein in Germany
Manfred Fleckenstein, a senior transaction banking professional in the German market, will join SEB Cash Management on 1 September as head of CM Advisory Germany.
Shamrock fund seeks three seats on Texas Industries board
The Shamrock Activist Value Fund has sent a letter to Texas Industries giving notice of its intent to nominate three candidates for election to its board of directors.
Skandia launches two passive funds for retail market
Skandia has launched two passive retail funds - Skandia UK Index and Skandia Gilt.
Slow decline in mortgage rates for landlords, research finds
Despite the Bank of England base rate falling from five per cent in August 2008 to 0.5 per cent today, the average rate on a best buy mortgage for landlords only fell from 6.57 per cent to 4.75 per cent, according to research from fund manager Managing Partners.
Small Bone Innovations raises USD144m
Small Bone Innovations, an orthopedics company focused on technologies and treatments for the small bones and joints, has sold a total of USD108m of series D preferred stock in a series of private equity financings.
Source launches physical gold ETC on London Stock Exchange
Source, a provider of exchange-traded products, has listed its physical gold ETC on the London Stock Exchange.
Spiracur secures USD20.3m in series B funding
Spiracur, a US-based medical device company that designs and develops damaged tissue care solutions, has secured USD20.3m in a series B round of venture capital funding led by Kleiner Perkins Caufield & Byers and New Leaf Venture Partners.
Standard Life Investments appoints Simone Bouch to UK institutional team
Standard Life Investments has strengthened its UK institutional business with the appointment of Simone Bouch as investment director, UK sales.
Standard Life Investments' Sicav funds available via MFEX
Standard Life Investments' Luxembourg-¬domiciled Sicav fund range is now available through MFEX's Mutual Fund Exchange in all countries where the Sicav is registered for public distribution and where MFEX's clients operate.
State Street adds private equity and real estate into analytics dashboard
State Street Corporation has added private equity and real estate asset data and characteristics capabilities into the State Street Investment Analytics Dashboard.
T. Rowe Price launches US large-cap core fund
T. Rowe Price has expanded its US equity investment offerings by launching the US Large-Cap Core Fund.
Target Partners appoints Felix Schollmeier as associate
Munich-based venture capital firm Target Partners has added Felix Schollmeier as an associate to its team.
The Carlyle Group signs joint venture in Portugal
Global private equity firm The Carlyle Group has expanded its real estate operations in Iberia through a joint venture partnership with Crimson Investment Management.
Three partner admissions at Carey Olsen in Jersey
Carey Olsen has added three partners to its corporate, finance and fiduciary teams in Jersey.
Treibreu acquires the German real properties of Creed Corporation
Treibreu Group has acquired the properties of the Japanese Creed Corporation located in Germany in a transaction with total committed finance of EUR64m.
Two Dow Jones indexes licensed to Casam
The Dow Jones Euro Stoxx 50 Short Index and the Dow Jones Euro Stoxx 50 Leveraged Index have been licensed to Crédit Agricole Structured Asset Management to serve as underlying for exchange-traded funds.
Two funds admitted to LSE Specialist Fund Market
The London Stock Exchange has admitted two funds to its Specialist Fund Market from NB Private Equity Partners and Altus.
US ETF turnover down 2.7 per cent to USD63.5bn
US exchange-traded fund turnover declined by 2.7 per cent to USD63.5bn in the week to 29 June, according to Deutsche Bank researchers Shan Lan and Aram Flores.
US venture-backed liquidity market hovers at six-year low
Even with the end of a nine-month drought in initial public offerings, the second quarter was one of the worst for venture capital-backed liquidity since the doldrums of early 2003, according to Dow Jones VentureSource.
Valad creates European property joint venture with Bank of Scotland
Valad Property Group has signed agreements with Bank of Scotland to create the Diversified UK and European property joint venture, which has a term of three years.
Vanguard launches into UK supported by IFDS and State Street
State Street Corporation and International Financial Data Services have been appointed by Vanguard Investments UK to provide a range of service solutions for its launch of a UK domiciled fund range.
Venture-backed exit market shows signs of life in Q2
Venture-backed company exit activity showed mild improvement in the second quarter of 2009 but still fell far short of historical norms, according to a report by Thomson Reuters and the National Venture Capital Association.
Viathon Capital launches credit hedge fund
Viathon Capital has launched the Whitewater Master Fund, a credit opportunity fund focused on non-¬correlated absolute returns.
Viteos launches managed accounts platform
Viteos Fund Services, a global hedge fund administrator and middle office outsourcing operations service provider, has launched the Viteos Managed Account Platform.
Wall Street targets Muslim investors with ETF
The first American exchange-traded fund to adhere to Islamic beliefs about investing and finance is to begin trading on the New York Stock Exchange under the ticker symbol JVS.
Willco to launch USD100m fund
Willco Companies, a commercial property development and investment firm, will soon close the USD100m Willco Fund I.
bridport launches funds investing in ETFs
Jersey-based investment manager bridport has launched a range of funds which aim to provide a positive level of return, irrespective of underlying market conditions.
iShares iBoxx High Yield ETF to rebalance after index changes
Markit Group has made changes to the methodology of the iBoxx USD Liquid High Yield Index.
Hedgeweek News
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More Partying Like 1999
Earlier this year I blogged about the technology sector returns and warned against jumping on the bandwagon. Well, not only is the tech sector still on a rampage, the market...
Diversification Still Works
Diversification between various asset classes is a basic rule adhered to by many mutual fund investors. As of late, I have been hearing more and more about the problems...
Death of Buy and Hold?
The equity markets made many investors question age-old investment strategies. Many investors that may have believed in “buy and hold” strategies in the past now are lamenting their decision to...
Mutual Fund Scandal
In just one trading day the Janus Worldwide Fund made 5% when the market was down 2%? On another day, the Old Mutual Fund was up 9% when the market...
Money Markets: Would Floating Prices Sink the Industry?
The US Treasury Department granted some relief to money market fund investors beginning last September. I wrote about the extension of relief measures in April. Now the Securities and Exchange...
The Joys of Trading All Day Long
This evening I listened to a replay of a webinar presented by Vanguard founder and index industry guru John Bogle. The webinar was hosted by Journal of Indexes.
Mr. Bogle...
Who Wants More Disclosures?
I received an email from Mike Kruger, Online Outreach Specialist for the House Committee on Education and Labor. The email was in response to my recent blog post regarding the...
Disadvantages of Mutual Funds?
I recently wrote a piece listing the advantages of mutual funds. Since I have personally invested in and recommended other investment vehicles, I thought it would only make sense to...
Should 401(k) Plans Include Index Funds?
Who should decide on the funds available in your 401(k) retirement plan? It wonÂ’t be me and wonÂ’t be you. But, at this point, IÂ’m torn on who...
Vanguard on Inertia and Retirement Savings
Vanguard announced that the median decline in their investorsÂ’ defined contribution accounts (401k, 403b, etc.) was down 17% from January 2008 to March 2009. That compares to the marketÂ’s 44%...
About Mutual Funds
Mutual Funds
ETF Investing: Gasoline ETF may ease pain at the pump
Families who pack up the car this Fourth of July weekend will spend much less on gasoline than last year -- prices are down by more than a third from last summer. But when it comes to fueling your investment portfolio, a specialized exchange-traded fund may hedge against unwelcome oil-price spikes.
Mutual Funds: Fund investors go from rags to riches
Learn how MarketWatch's 10 investing themes are doing and get the latest on which exchange-traded funds are on shaky ground, all in this week's Mutual Funds and ETF stories.
European funds steal the international stage
Mutual-fund investors have cheered the U.S. stock market’s bounce since the lows of March 9, but the real stars of the show have been international stock funds -- with unloved Europe looking surprisingly strong.
Low-quality stocks bring funds high-quality gains
Given the surge that U.S. stocks have enjoyed, maybe mutual-fund investors should just call it a year.
Corrections: Potential fireworks in exchange-traded funds
A July 1 MarketWatch column misstated the name of the PowerShares DB Agriculture Fund. The column has been corrected.
Bond-fund investors rewarded for risk
In a tale similar to stocks, a double-digit rebound for riskier high-yield bond funds reflects revived optimism in U.S. companies and improved, if often vexing, economic indicators.
Corrections: Correction on July 1 ETF story
A July 1 story entitled "Potential fireworks in exchange-traded funds" incorrectly stated the name for the Proshares UltraShort Oil & Gas fund, and gave the wrong ticker for the Proshares UltraTech fund.
FundWatch: Managers hit as private equity put disappears
Mutual fund managers say dramatic drop in easy credit has removed a floor from under some stocks and changed the way they value securities.
Don't miss the emerging market rebound
In past recessions, developed markets such as the United States, Europe and Japan have been major contributors to the overall global recovery. This time around, though, many analysts expect the recovery to play out much differently, with emerging markets leading the way.
ETF Focus: New ETFs let investors place bets on home prices
Investors can now bet for or against a recovery in the residential real estate market with new exchange-listed securities designed to mimic the movement of U.S. home prices.
MarketWatch.com - Mutual Funds
MarketWatch, a leading publisher of business and financial news, offers users up-to-the minute news, investment tools, and subscription products.
Bill Miller bounces back
Last year it looked as if the era of the celebrity fund manager was finally, definitively over. The best and brightest had not only failed to avoid the financial meltdown but did worse than the market as a whole. Now some are staging a comeback.
The ultimate mutual fund portfolio
Our collection of five funds and five ETFs provides broad diversification and leaves the hard work to some of the savviest managers in the business.
New hedge funds: smaller and thriftier
An industry lately synonymous with losses, liquidations, and fraud is showing signs of recovery. An uptick in new hedge funds suggests that investors are warming to them again. And trends among the newly launched funds show how that high-rolling world has changed in the aftermath of the credit collapse.
Plenty of savings, no investing strategy
The Aquinos live by a simple rule: "If we can't pay for something, we don't buy it," says Liz, 34. In the eight years she and Tony, 36, a systems engineer, have been married, the couple have socked away more than $400,000.
A manager who loves scorned stocks
Are you a company that investors love to hate? Is your management conducting a restructuring or a massive refinancing? Do you belong to a troubled industry? Take heart: Robert Kleinschmidt, the manager of the $289 million Tocqueville Fund, may find you attractive.
Health care diamonds in the rough
Sifting through the rubble, sorting through piles of junk, bottom feeding - there are a lot of colorful ways to describe how value investors ferret out high-quality stocks that get socked when the market plummets or when an industry falls out of favor.
A fund by any other name
Since Chuck Akre started his fund in 1997, it's had four different names and has been categorized as a value, growth, core, small-cap, and mid-cap fund.
Topsy-turvy times for mutual funds
If you're a mutual fund investor, the damage from the financial crisis is easy enough to measure: The typical blue-chip stock fund, for example, is down 34% over the past year. What may be less obvious to you is the trouble the crisis has caused fund companies - and what that means for your portfolio. After two decades of booming growth, the fund industry is going through its own meltdown. Long-term assets held by fund companies plunged 37% between October 2007 (when the bear market started) and the end of last year. The result: a wave of budget cutting and consolidation.
A fund that hedges against inflation
Fans of tax-free muni bonds know that inflation can gnaw at their returns. And as government spending stokes fears of rising inflation, investors might be looking for protection.
Merging portfolios after marriage
Like most investors, Wendy and Doug Kirk were worried about how the stock market was doing last fall. But it was hardly at the forefront of their thoughts: After knowing each other for more than 25 years - they both grew up in Ocean Township, N.J. - and dating for more than three, the couple tied the knot in September.
What's a value investor to do?
Value investing in a deep recession is a bit like trying to bargain hunt at a dollar store. At first blush you're overwhelmed by the prices on just about everything. A value investor is, after all, drawn to beaten-down stocks trading at low prices relative to earnings.
Build up your bond portfolio
There's an old saying that goes, "You make your money in stocks but keep your money in bonds."
Yes, diversification works - eventually
It's one of the first things you learn about stock investing: Diversification reduces your risk. U.S. blue chips, foreign stocks, small-caps, and real estate investment trusts may each have their risks, but they won't all go down at once ... right?
'Lock in losses'? Go for it
Question: . I was laid off recently and want to roll over the substantial balance in my 401(k) into an IRA. But I don't know whether to do the rollover now and risk locking in losses or wait until the market recovers and then roll it over. What do you think? Steve, Wichita Falls, Texas
Mutual funds fall 3% in November
The combined assets of the nation's mutual funds decreased by nearly 3% in November, according to a report released Tuesday.
Crashproof funds? Don't count on it
In a year when stocks have sunk more than 40% and even supposedly safe bond funds are down, all you probably want is a little peace of mind -- or an investment that won't sink with the rest of your portfolio.
Stock mutual funds take in $10.4 billion
Money flowed into equity mutual funds in the latest week, reversing the outflow of the previous week, according to data released a fund research firm.
What went wrong with value funds
Value investors have a simple, elegant strategy. They buy a stock trading cheaply relative to the company's earnings or business value and then patiently wait for the market to catch on to how wonderful it is.
Good buys in bond funds
If you were counting on your fixed-income funds to prop you up in tough times, it's been a cruelly disappointing year. Although the news headlines focus on falling stocks, the fear of bad credit is at the heart of this financial crisis - and a bond, after all, is nothing but a loan. Every category of bond fund is down in 2008, making this one of the worst years ever for bond investors. While disheartening, the beating that bonds have taken has some analysts pointing to a buying opportunity - if you're patient.
The bear market goes global
Is the international investing game over?
Mutual fund advice and news - CNNMoney.com
From CNN and Money magazine, CNNMoney.com combines business news and in-depth market analysis with practical advice and answers to personal finance questions.
ETF Investing: Gasoline ETF may ease pain at the pump
Families who pack up the car this Fourth of July weekend will spend much less on gasoline than last year -- prices are down by more than a third from last summer. But when it comes to fueling your investment portfolio, a specialized exchange-traded fund may hedge against unwelcome oil-price spikes.
Mutual Funds: Fund investors go from rags to riches
Learn how MarketWatch's 10 investing themes are doing and get the latest on which exchange-traded funds are on shaky ground, all in this week's Mutual Funds and ETF stories.
European funds steal the international stage
Mutual-fund investors have cheered the U.S. stock market’s bounce since the lows of March 9, but the real stars of the show have been international stock funds -- with unloved Europe looking surprisingly strong.
Low-quality stocks bring funds high-quality gains
Given the surge that U.S. stocks have enjoyed, maybe mutual-fund investors should just call it a year.
Corrections: Potential fireworks in exchange-traded funds
A July 1 MarketWatch column misstated the name of the PowerShares DB Agriculture Fund. The column has been corrected.
Bond-fund investors rewarded for risk
In a tale similar to stocks, a double-digit rebound for riskier high-yield bond funds reflects revived optimism in U.S. companies and improved, if often vexing, economic indicators.
Corrections: Correction on July 1 ETF story
A July 1 story entitled "Potential fireworks in exchange-traded funds" incorrectly stated the name for the Proshares UltraShort Oil & Gas fund, and gave the wrong ticker for the Proshares UltraTech fund.
FundWatch: Managers hit as private equity put disappears
Mutual fund managers say dramatic drop in easy credit has removed a floor from under some stocks and changed the way they value securities.
Don't miss the emerging market rebound
In past recessions, developed markets such as the United States, Europe and Japan have been major contributors to the overall global recovery. This time around, though, many analysts expect the recovery to play out much differently, with emerging markets leading the way.
ETF Focus: New ETFs let investors place bets on home prices
Investors can now bet for or against a recovery in the residential real estate market with new exchange-listed securities designed to mimic the movement of U.S. home prices.
MarketWatch.com - Mutual Funds
MarketWatch, a leading publisher of business and financial news, offers users up-to-the minute news, investment tools, and subscription products.
Dividend Declarations: Delaware Investments(R) Municipal Income Funds Announce Dividends
Dividend Declaration: Delaware Enhanced Global Dividend and Income Fund Announces Dividends
John Hancock Tax-Advantaged Dividend Income Fund Declares Monthly Distribution
John Hancock Closed-End Preferred Funds Declare Monthly Distributions
John Hancock Patriot Premium Dividend Fund II Declares Monthly Distribution
Calamos Closed-End Funds (CHI, CHY, CSQ, CGO and CHW) Announce Monthly Distributions for July 2009
Eaton Vance Limited Duration Income Fund Declares Monthly Distribution
Eaton Vance Senior Income Trust Declares Monthly Distribution
Eaton Vance Tax-Advantaged Global Dividend Income Fund Report of Earnings
Eaton Vance Short Duration Diversified Income Fund Report of Earnings
Eaton Vance Tax-Managed Diversified Equity Income Fund Report of Earnings
Eaton Vance Tax-Managed Global Diversified Equity Income Fund Report of Earnings
Aberdeen Completes Credit Suisse Acquisition
PR Newswire: Mutual Funds
Mutual Funds press releases distributed via PR Newswire.
Weekend Morningstar
Week ending July 3.
Market Sees Economic Glass as Half-Empty
The market is too focused on declines in lagging indicators and is missing the improvements in indicators that tend to lead us out of a recession.
Fund Times: Legg Mason's Miller Tops Q2 Performance Chart
Plus, Vanguard Wellington celebrates its 80th anniversary.
Top Value Hound Hangs Out His Shingle
Veteran value skipper and former Torray co-manager Doug Eby is set to launch a new mutual fund in September.
Did Vanguard Goof on This Fund Launch?
Managed payout funds stumble onward.
Leaving a Legacy for a Special-Needs Child
A couple retires early, but they're not worry-free.
Is This Bud for You?
Anheuser-Busch/InBev started trading in America today. Should investors take a sip, or is the new firm at risk of making the "Schlitz Mistake"?
LogMeIn IPO: Slight Disconnect
We like the firm's products, but we're a little sour on the economics of the business
Five Prominent Funds That Have Surfed 2009's Wild Waves Well
These mutual funds have far more than their recent success going for them.
Put Dividend-Payers to Work in Your Portfolio
What to know when targeting dividend-paying stocks; plus, some of our favorite dividend-focused funds.
Morningstar Articles
Find fresh, independent perspectives on top investing stories and comprehensive information on stocks, mutual funds and ETFs.
Wolseley CEO Resigns, Successor Named
Re-evaluating the Safety of Muni Bonds
Beazer Settles with Government Agencies
2Q Looks Weak for Genetic Equipment
Validus' Offer for IPC Trumped
TI May Sell Stake in Telecom Argentina
Battle for Data Domain Continues
Morningstar Stock Analyst Notes
Find fresh, independent perspectives on top investing stories and comprehensive information on stocks, mutual funds and ETFs.