Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
There Might Be a Lot of Insider Trading
By Matt LevineIn research reported by Andrew Ross Sorkin on options trading before merger announcements, everything you'd predict, if you were maximally cynical, the researchers found.
June 20, 2014
‘Bonds’ Limited Upside’ Points to Role for Gold, Says Gold CouncilGold is much less correlated to stocks than many other alternatives, the council says; it's the main ingredient in the World Cup trophy, too.
June 19, 2014
To the Active Managers Go the Spoils in 2014: NatixisAmong other predictions, Natixis sees a sharp split between winners and losers in the stock market, spelling middling results for indexers.
June 19, 2014
SEC, FINRA Enforcement: Advisors Get $3.6M Arb Award After Boss Faked Client ComplaintsIn other actions, Massachusetts has charged Boston-based Cabot Investment Properties with fraudulent sales of real estate investments to seniors.
June 19, 2014
Brightman, Ferri Slug It Out Over Smart BetaIs smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
June 18, 2014
When to Take Social Security: A Breakdown by Marital StatusT. Rowe price runs the numbers to find the best benefit claiming strategies for singles, married couples and divorcees.
June 18, 2014
Financial Advisors Too Focused on FinanceMorningstar research suggests that investments often the be-all and end-all for advisors take on a humbler profile when clients' portfolios are considered holistically.
June 17, 2014
2 Superstar SMA Managers Talk Energy, Global StocksWhile an air of caution surrounds international markets, the real action is at home in the blazing U.S. energy renaissance, two award-winning money managers said.