The Real Point of Active Investing
The goal of active investing has nothing to do with outperforming the market, Marshall Jaffe writes.
Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
The Contrarian Play: Emerging Markets Energy Sector
Emerging markets natural resource companies can be dirty companies, but they’re dirt cheap.
Brightman, Ferri Slug It Out Over Smart Beta
Is smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
On Smart Beta, Smart Skeptics
While many institutions and advisors have put money into smart-beta vehicles, there are as many asset managers and industry observers who are skeptical, to put it mildly, of smart-beta proponents’ claims.
How Does Passive Beat Active? Let Me Count the Ways
It is indefensible for advisors to use active portfolios for clients’ money because it is all but guaranteed that they will underperform, Rick Ferri says.
Most Advisors Say Alts Just as Crucial as Traditional Assets
More than half of advisors say that alternatives are as important, or more important, to a portfolio than traditional assets, a Morningstar study says.
Advisors Struggle to Understand ETF Liquidity and Trading
When it comes to knowing how ETFs work, advisors have the hardest time understanding liquidity and trading, according to Cerulli's latest research.
Equity Funds (Barely) Stay in Black as Bond Funds Plummet in Q2: Lipper
While commodities specialty funds had a stellar second quarter, precious metals fell more than 35%, according to the research group.