Rob Arnott Blasts ‘Smart Beta’ Imitators
Research Affiliates founder Rob Arnott jumps into the fray on the true meaning of smart beta, a term he views as "overused" and "ill-defined."
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?
Advisors Sharply Increase Use of Options for Clients: OIC
Responding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
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.
Don’t Believe Headlines About Rising U.S. Rates: Merk
Axel Merk warns that a focus on real rather than nominal rates shows the dollar should be headed down and gold up.
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.
Berkshire Rises Past $200,000, Extending Buffett’s Record
Berkshire Hathaway Inc. traded above $200,000 for the first time, further validating Chairman Warren Buffett’s decades-long bet on the U.S. economy.
Global Venture Capital Investors Enthusiastic About U.S.
Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
Investors Stash Cash, Fearing Geopolitical Risk, Rate Hike
Cash accounts for an average of 5.1% of global portfolios, up from 4.5% in July, according to the BofA Merrill Lynch Fund Manager Survey.
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."