Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
Top Portfolio Products: T. Rowe Adds Bond Funds
Hennion & Walsh roll out a sustainable investing trust, and truIndependence introduces an RIA platform.
2 ETFs That Invest in Liquid Alts
One fund dominates the liquid alternative ETFs category, but the investment options are expanding.
Money Manager Candidly Reveals 5 Big Investing Mistakes
Tocqueville Asset Management’s Sicart tells shareholders about five mistakes, including one that shaved four percentage points off his portfolio’s performance, and the lessons he learned.
Under the Hood: The US Fractional Reserve Banking System
The history of money, how it's valued and how leveraging bank deposits creates additional capital.
Gundlach: Fed Raising Interest Rates ‘Philosophically’
DoubleLine Capital CEO Jeffrey Gundlach is also bullish on gold and thinks oil will fall further.
Under the Hood: What You Need to Know About Bond Duration and Convexity
Both the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.
Why Active Managers Fail (and Why You Shouldn’t Fire Them)
A white paper from Jeremy Grantham's GMO offers a novel explanation as to what drives manager underperformance.
How to Turn Rugs Into Riches
Increasing prices indicate that interest in high-quality antique rugs continues to grow, but especially for new collectors, caveats apply.
3 Alt Investments That Deserve an Oscar: Morningstar
These three alternative fund categories are on track for compelling — but not necessarily uplifting — performances this year, analyst Josh Charlson says.