This Year's Asset Class Winners, Losers: Searching for Alpha for January 2016
What will be the fundamental drivers of asset class returns in higher-rate 2016?
Higher Rates May Cut Small-Business Borrowing Costs: Searching for Alpha for December 2015
Nonbank lenders, aka shadow banks, account for 26% of all loans to small businesses. Will higher rates get actual banks back in the lending business?
High-Yield Bonds Signal More Market Gains: Searching for Alpha for November 2015
This return of the risk appetite for fixed income investors may indicate that the economy is in better shape than many believe.
How Problematic Is Credit Fund Illiquidity?
An examination of the differences between European and U.S. regulation raises questions on the underlying risks of '40 Act liquid alts funds.
A Strategy for the Markets' Malaise: Searching for Alpha for October 2015
The markets are terrible, I know. But there are signs that the current maelstrom won’t last forever.
More Volatility, More Problems: Solving the Dilemma of Long-Term Investing
Creating multi-decade investing plans is an exercise in asset allocation, investor psychology and expectations management.
Jobs Report Could Portend Fed’s Next Move—Searching for Alpha for September 2015
Remember September 2008's jobs report? Friday's could be just as important for stocks.
Don't Count Out Stocks Yet
Three notable things that happened — and didn't — during the market's recent tumultous days.
To Help the Middle Class, Raise Interest Rates: Searching for Alpha for August 2015
Everything from corporate greed to the tax code has been blamed for the expanding wealth gap, but artificially low rates may be a bigger contributor.
A Rational Wager on Greece: Searching for Alpha for July 2015
What’s left to move stocks if the Greek drama ends? All signs indicate a strong Q2, with impressive wage growth and an improving housing market.