Three Market Realities to Embrace Now
Shrugging off this week's volatility in the stock market because you invest for clients long term? Fine, but be aware of these new fundamentals.
Global Realities Won’t Overcome Investor Complacency: Searching for Alpha for October 2014
Stocks, bonds and credit finished in the red in September, but the current bull market has as much to do with sentiment as fundamentals.
Lessons From Bill Gross' Departure From PIMCO
To begin, did PIMCO really not have a succession plan in place for their key man?
Small-Cap Woes: It’s All About Rates (Not the Death Cross)
But does the weakness in small-cap indexes present a short-term trading opportunity?
How Liquid Are Liquid Alts?
A MarketWatch article claims that the term liquid alternatives typically means buying illiquid securities—like private credits and some derivative issues—is unfounded. Here's why.
The Market Dependency of Private Equity Funds: Searching for Alpha for September 2014
PE funds are more market dependent than you might suspect. Here's why, and how, along with how the market indexes performed in August.
Managed Futures and Fixed Income, Part 2: Odd Couple of Diversification
Managed futures offer significant diversification in portfolios holding not just high-yield bonds, but also for investment-grade and muni bond holders.
Can Managed Futures Be an Income Investor’s Best Friend?
Managed futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?
Aging Clients Mean Booming Market for Liquid Alts
Older clients with lower risk tolerance are fueling the growth of liquid alternative mutual funds, but their promise also holds peril.
How Advisors Choose Liquid Alts: Reducing Risk, but Watch the Fees
In the second of a series, a look at liquid alts’ role in reducing portfolio risk, and how to find some hidden costs.