Ibbotson Argues That Asset Allocation, Diversification Still Valid
Zebra Capital chairman sees liquidity as one of five main drivers of returns
DFA to Offer Investment Strategies via Brokers
Fee-based independent Broker/dealers gain access to famed strategies.
Can Bonds Continue to Outperform?
Bonds have outperformed stocks by a large margin over the past year because of the financial crisis, and they've also roughly matched stocks over the...
Nowhere to run; nowhere to hide. In the midst of the current economic calamity it is hard to tell if we are still at the...
A Dialogue with Ibbotson's Peng Chen
David Macchia: Let me begin with a question that's a bit more personal in nature. Many people know you by reputation in our industry. You...
Built to Last
Building portfolios in times of tumult can be very challenging, even for the most seasoned of advisors. Given what's currently unfolding in the credit markets...
The Money Factory
Buying manufacturing stocks isn't at the top of many investors' to-do lists these days. With Detroit in seemingly permanent decline, and the manufacturing workforce facing non-stop...
The True Costs of Active Management
Even the most rational investors must admit to temptation when the subject under discussion is actively-managed mutual funds. After all, it's nearly impossible to read...
Ibbotson on asset allocation
When markets get volatile, investors get edgy. Some look at their portfolios and see assets that worked well before, but now look lackluster or may...
The Third Source of Returns
Last month I discussed the increasing awareness that true alpha--gained through market timing and security selection--is not the only or even the primary source of...