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.
How Advisors Use Liquid Alts: The Business Continuity Issue
Advisors use liquid alternative investments for several reasons, like to reduce portfolio volatility. One of the overlooked reasons involves the health of their own firms.
This Isn’t a Stock Market Top: Searching for Alpha for August 2014
Where’s the market going? Was yesterday a harbinger or a blip? GDP, earnings and jobs reports could help quell the "call-the-top" hysteria.
Alts Are the Answer
Why are advisors using liquid alternative investments? How are they using them? The answers may surprise you.
It’s Not the Heat, It’s the (Lack of) Volatility: Searching for Alpha for July 2014
Today’s low-vol, high-returning scenario may well attract new money to the markets, but a return to more normal volatility levels could quickly reverse those flows.
Stocks? Bonds? And the Winner Is...: Searching for Alpha for June 2014
In a year of surprises for investors and their advisors, so far the sum of the parts is exceeding the whole.
There’s More to Corporate Bonds Than Interest Rates: Searching for Alpha for May 2014
Why we think Treasuries should be underweighted (or avoided) in the current market environment.
All That Glitters Isn’t Gold: Searching for Alpha for April 2014
Despite the ETF GLD’s gains in Q1, the case for gold is far from certain.
Cold War Redux Calls for Old-School Investing—Searching for Alpha for March 2014
With political and perhaps military volatility in Ukraine, RIAs should stick close to home.