Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Mutiny? Brokers Are Embracing Fiduciary Standard, if Not Their Employers
By Bob ClarkDeutsche Bank suit and countersuit show that some brokers are putting their clients' interests first even when their employers dictate otherwise.
June 20, 2014
There Might Be a Lot of Insider TradingIn 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
Do Alternatives Really Boost Portfolio Performance?Morningstar research shows ETF-managed portfolios emphasizing alternative investments are not strong performers.
June 20, 2014
The Contrarian Play: Emerging Markets Energy SectorEmerging markets natural resource companies can be dirty companies, but theyre dirt cheap.
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.