Managed Futures and Fixed Income, Part II: Odd Couple of Diversification
Managed futures offers significant diversification in portfolios holding not just high-yield bonds, but also for investment-grade and muni bond holders.
What to Expect When You’re Expecting … a Rate Hike
The endlessly discussed, yet-to-happen but highly feared Fed interest rate hikes are likely to be far more benign than investors imagine, Northern Trust says.
What Elizabeth Warren Fails to Understand About Finance
Law professor Todd Zywicki says the primary victims of well-intentioned but paternalistic bureaucrats are the very people they are meant to protect, especially lower-income Americans.
Are We in a Bond Bubble? John Mauldin Says Yes, Others...
Millennium Wave Advisors' Mauldin says debt day of reckoning is coming and Dallas Fed's Fisher sees "hyper-robust" bond market, but other advisors think they're crying wolf.
7 Ways to Boost Pension Systems: EY
Among the recommendations: appointing a "chief simplicity officer" for pension plans to make them more understandable to consumers.
SEC Begins Exams of Municipal Advisors; Focus on "Identified Risks"
Over the next two years, OCIE plans to examine a “significant percentage" of muni advisors, "establishing a presence" and focusing on risk.
Which Annuity Is Optimal? SPIAs vs. DIAs
A study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
Top Portfolio Products: ProShares Rolls Out 2 Credit-Focused ETFs
Lincoln Financial adds survivorship life offerings; Beaumont Capital and Envestnet share new portfolio strategies.
Bear Market Survival: A Crash Course From Eric Nelson
Servo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
Who’s Afraid of the Stock Market? Not JPMorgan’s Kelly
JPMorgan Funds chief global strategist David Kelly debunks market "misperceptions" and calls on all cash hoarders to "get invested in something."