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Fixed income a difficult buy, managers say
Financial Advisor
Cash isn’t trash for many fixed-income investors these days.
That was the analysis of a group of bond managers who held a press briefing in Manhattan.
Indeed, they said this is a time to pick through the bond market carefully. Sometimes it makes sense to hold higher cash balances, waiting for better investments. That’s because of potential bond investment problems, including few choices, potential liquidity woes and expected interest rate rises.
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Systematic and objective approach to analyzing investments
CFA Chicago
The basic premise of the free enterprise system is to have an efficient allocation of capital to benefit society. Yacktman will present a systematic, objective approach to analyzing investments that generate cash and how this process interacts with our dual objectives of both protecting and growing capital over a long period of time.
Latin America and long-term investing opportunities
CFA Chicago
Latin America represents an increasingly important economic region in the world. By 2020, the IMF predicts that Brazil and Mexico will rank among the top 10 GDP countries globally. The abundance of natural resources, growing and more educated populations with rising incomes, and capital market reforms in several countries, create potentially fertile areas for long-term investing opportunities.
Hey! They're raising the price of the free lunch!
CFA Chicago
Tad Rivelle will present, "Hey! They’re Raising the Price of the Free Lunch!" at the Distinguished Speaker Series in May. Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing some $130 billion in fixed income assets, including over $80 billion of mutual fund assets under the TCW and MetWest Funds brand.
Why do we still have a retirement crisis?
CFA Institute's Enterprising Investor
In celebration of its 70th anniversary, the Financial Analysts Journal published a special retrospective issue focusing on retirement security. As one of the six areas of focus of the CFA Institute Future of Finance initiative, retirement security is, perhaps now more than ever, an important and timely topic for investors and their clients.
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Financial strategies to cover an early or unexpected retirement
Chicago Tribune
Despite a bull market in stocks, a pair of new studies show retirees and those getting close are bearish about retirement.
Forty-eight percent of baby boomers reported being satisfied with their overall economic situation, a new low and down from 76 percent in 2011, according to a survey of 803 adults for the Insured Retirement Institute, an association of insurers and asset managers.
Balance fairness in solving Chicago's financial crisis
Chicago Sun-Times
We are told it would be unfair to reduce city employee pensions in any way, though pension fund debt threatens to crush Chicago as sure as any Godzilla.
This is true. It is not fair. Painfully necessary, we would argue, but not fair.
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GE blazes a path for the financial giants to follow
Chicago Tribune
Here's an interesting question following General Electric's announcement this morning that it's going to sell the vast majority of its financial-services business: Is this a GE thing, or a large-opaque-financial- institution thing? That is, is it just one corporation making a bold statement about its future, or is it the beginning of the dismantling of the U.S.'s financial giants?
FPA International is on track to being a great fund
Seeking Alpha
FPA International is a fund that was formed only a little over three years ago. FPA's Crescent and Capital Fund have long track records of outperformance. The fund will join some of the great funds in its category in a few years.
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TCW names managing director in fixed-income group
Pensions & Investments
Simon Park joined TCW Group as a managing director in its U.S. fixed-income group, responsible for trading high-yield and crossover securities, said firm spokesman Doug Morris. The position is new. Park will be based in Los Angeles and report to Jerry Cudzil, head of U.S. credit trading.
Tax season good news: The growth of donor-advised funds
Forbes
The Obama Administration has consistently made clear, through its annual federal budget proposals, that it’s willing, in the name of tax fairness, to countenance decline in the amount of money which Americans donate to charity.
Avant lands another $400M to launch loan program for institutional investors
ChicagoInno
Avant, Chicago's most funded startup last year, announced it has secured yet another large investment to create a program for institutional investors to purchase loans originated by the Avant technology platform.
With a $400 million financing arrangement, the Chicago startup is launching the Avant Institutional Marketplace, allowing institutional investors the ability to purchase Avant loans.
Why this out-of-town banker is bullish on Chicago
Crain's Chicago Business
It's not going to happen tomorrow, but Chicago's crowded banking market looks like it eventually might have to make room for another big player.
Winston-Salem, N.C.-based BB&T, the nation's 12th-largest bank by assets, has long-term designs on a retail entry into the Chicago market, according to CEO Kelly King.
US will remain one of the best, safest investment bets
Newsmax Finance
San Francisco Fed President John Williams, a voting member of the Federal Open Market Committee and who is seen as mainly sharing Federal Reserve Chairman Janet Yellen’s views on the Fed’s monetary policy, told Reuters over the weekend what he thinks about when and how the Fed should start raising rates.
Missed last week's issue? See which articles your colleagues read most.
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