December 19, 2014
The week is over, time to catch up on the stories you may have missed.
Matt Mossman • December 19, 2014
Amid falling oil prices, end-stage oil firms such as refineries have fared the strongest. Overall, however, energy may be more of a value play for the time being.
Aaron Timms • December 18, 2014
The JOBS Act–driven vision of mass retail participation in private company funding is becoming reality, but hurdles remain.
David Turner • December 15, 2014
When this Wednesday’s special election was called last week, markets swooned a bit. While fears of a euro exit remain, the present situation is not cause for alarm.
Aaron Timms • December 11, 2014
The new Robinhood app by 20-somethings Baiju Bhatt and Vlad Tenev offers investors the ability to buy and sell stocks for free.
Nick Rockel • December 10, 2014
Mergers and IPOs boomed in 2014, with help from several landmark transactions.
Julie Segal • December 08, 2014
The Nobel laureate and the firm founded by Jeffrey Gundlach have developed one of the top large-cap value funds of the year.
Rosalyn Retkwa • December 04, 2014
A new crop of exchange-traded funds from players such as Brendan Ahern's Kraneshares opens up China’s $5 trillion onshore fixed-income market to U.S. investors.
Morgan Harting, Nelson Yu • December 04, 2014
With emerging-markets investment comes volatility. Here are some strategies that can help mitigate that risk.
Andrew Barber • December 03, 2014
In a highly competitive business, advisers to the very wealthy are adjusting their pricing to appeal to younger clients.
Ryan Blute • December 02, 2014
A smart beta approach to setting an investment starting point could help both strictly passive and portable alpha investors.
Katie Gilbert • December 01, 2014
With their recently launched indexes, three financial institutions help prime the growing market for inflows from a new group of investors.
Institutional Investor • December 01, 2014
Kash Rangan of Bank of America Merrill Lynch suggests two things software companies can do to regain growth: make acquisitions and go for the cloud.
Katie Gilbert • November 25, 2014
Limited partners increasingly expect private equity firms to make environmental, social and governance factors part of their investment strategies.
Kaitlin Ugolik • November 24, 2014
Real estate investment trusts are well positioned to offer diversification and yield when interest rates eventually start to rise.
Ashby Monk • November 21, 2014
The Editors • November 21, 2014
It’s time to catch up on some of the stories you may have missed. Here are our best stories of the week.
Robert Stowe England • November 19, 2014
Funds focused on smaller enterprises offer investors another way to diversify portfolios and drill into companies making inroads at the local level.
David Turner • November 19, 2014
Contingent convertibles issued by European banks offer attractive yields, but they’re subject to write-downs and regulatory tinkering.
Frances Denmark • November 18, 2014
At SIFMA’s annual industry showcase, SEC Chair Mary Jo White delivered a bombshell on fiduciary standards regulation.
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