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.
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.
Liquid Alts; Women and Money; Growth by Design: Investment Advisor August Features—Slideshow
After stocks’ performance the past few quarters, some investors might be tempted to stick with what looks like a good thing.
Three Really Good Pieces
Good journalism not only educates and informs, it challenges the reader to rethink previously held beliefs.
5 Market Investing Tips for Rest of 2014
The strongest performing groups in the equity sector so far in 2014 could be promising in the coming months.
Embracing Volatility; Untangling Ownership; 2013 People and Pay: January Investment Advisor—Slideshow
We kick off 2014 with a look at volatility and how advisors can manage it in our January issue. Ben Warwick looks at liquid alternative funds and what they can do for clients’ portfolios.
Fourteen years ago this month I joined the staff of Investment Advisor.
The QES Approach
Ben Warwick is the founder of Quantitative Equity Strategies (QES), a Denver-based quant shop that specializes in the construction of alternative indices for mutual funds and ETFs.