10 Best & Worst States for Retirement
Taxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
Why a Monkey Managing Your ETF Portfolio Could Boost Returns
How does an untrained monkey add value to a portfolio that trained professionals can't match?
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.
Rethinking the Role of Emerging Markets Investing in Portfolios
More than ever, the outlook for emerging markets is nuanced, and selectivity is critical. We expect emerging countries to increasingly decouple from one another.
Rob Arnott Reveals: What’s Really Smart About Smart Beta
The reception area of Rob Arnott's Research Affiliates provides a clue to the thinking behind fundamental indexing.
The Rise of Smart Beta; Make the Most of Your Most Valuable Advisor; Choosing the Right MLP: April Investment Advisor—Slideshow
The rise of smart beta; how to make the most of your most valuable advisor; and choosing the right MLP
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.
Rob Arnott and the Rise of Smart Beta
These strategies, developed by Rob Arnott, have attracted tons of money and adherents, but critics too. What does it mean for you and your clients?
Traditional Indexing Delivers Below-Average, Not Average, Returns
A Research Affiliates study questions a cherished tenet of index investing — namely, that it produces market-based returns.
Grantham, Arnott, 4 Others’ Investing Strategies: Tiger 21 Conference
Conference attendees also heard presentations from well-known speakers in philanthropy, health and lifestyle, Tiger 21 said.