ETF Experts: Hedging Currency Risk Is Cheap, Prudent and Getting Easier
Assets have flowed to currency-hedged ETFs. But a Morningstar ETF panel explores if it is worth it to managers to add this layer of protection into portfolios.
Hedge Fund Exploits Changing Political Climate
Investor reactions to political developments create mispricings in the market, says David Coggins of Coral Gables Asset Management.
7 Mistakes Investors Are Making Before Rate Hike: Natixis
With interest rates expected to rise soon, some anxious investors are making sudden portfolio changes, among other self-defeating mistakes, Natixis found in an advisor poll.
Why Largest Hedge Funds Gobble Up the Most Capital (but Not All of It)
Bigger funds have been outperforming smaller ones with less volatility, Preqin reports. But smaller funds have some advantages.
Most Advisors Use Smart Beta, Whether They Know It or Not: Russell
“Defining ‘smart beta’ ... continues to be a point of confusion for financial advisors,” says a Russell report with several illuminating findings.
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.
Crowdfunding Will Help Build the New York Wheel
As investors and advisors await final equity crowdfunding rules from the SEC, capital raising options from other JOBS Act-related offerings are gaining steam.
Back to the Futures?
I wish I had Lee Lantz's marketing talents.
4 Portfolio Strategies for When ‘Nirvana Period of Free Lunch’ Ends
A balanced portfolio that once saw double-digit returns likely won’t when monetary policy normalizes, Morgan Stanley's Lisa Shalett says.
Can Wall Street Cure Cancer?
MIT Sloan professor Andrew Lo is calling for an investable "mega-fund" for cancer research.