ProfitScore’s Fixed Income Approach Sets It Apart
John McClure’s most popular strategy and, based on recent market action, the most timely, is his Long/Short U.S. Treasuries Index.
Physics and Innovation
While I’ve never seen any good research on the topic, anecdotally I’ve met many investment advisors who have hard-science backgrounds, at least on the undergraduate level, and areas like economics and mathematics are at least sciences (our own Ben Warwick has undergraduate degrees in chemical engineering, physics and chemistry, in...
The Strengthening Dollar
Who wouldn't want to own the greenback? With the Dow and S&P 500 regularly hitting new highs and the economy continuing to put up good numbers, the U.S. is a tropical island in a world dominated by fiscal malaise and geopolitical chaos.
3 Trades for QE’s End: The U.S. Growth Engine
The U.S. has emerged as the world’s economic juggernaut, which leads to a number of implications about where to invest client assets.
How Active Investing Can Keep Portfolios Healthy: Osterweis
A white paper by Osterweis Capital Management points out that while passive investments go up with the market, they also go down with it.
How Liquid Are Liquid Alts?
A MarketWatch article claims that the term liquid alternatives typically means buying illiquid securities—like private credits and some derivative issues—is unfounded. Here's why.
Managed Futures and Fixed Income, Part 2: Odd Couple of Diversification
Managed futures offer significant diversification in portfolios holding not just high-yield bonds, but also for investment-grade and muni bond holders.
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?
Aging Clients Mean Booming Market for Liquid Alts
Older clients with lower risk tolerance are fueling the growth of liquid alternative mutual funds, but their promise also holds peril.
3 Reasons Alts Make Sense in Self-Directed IRAs: PENSCO
There are three primary reasons driving investor interest in alternatives in their IRAs, said Kelly Rodriques, CEO of PENSCO Trust Co.