Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
China Growth Slowest in Almost Three Years
By Marlene Y. SatterChina's economy is still slowing, hitting its lowest growth rate in almost three years, with the first-quarter rate prompting fears that additional government intervention might be necessary to halt its downward slide.
April 11, 2012
2012 Small-Cap Equity SMA Manager of the Year: Kayne Anderson RudnickResearch is our lifeblood, says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.
April 09, 2012
Alternative, Tactical Allocations on the Rise, Curian Survey FindsCurian Capital is out with its annual survey of advisors' attitudes about the future and, little surprise, most mentioned alternative investment and tactical allocation strategies as keys to client success in a still-turbulent global economy.
April 09, 2012
2012 Mid-Cap SMA Manager of the Year: Geneva Capital ManagementGeneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because theyre past the volatile, entrepreneurial small-cap stage and management is focused, yet they havent reached the large-cap space where growth is harder to achieve.
April 05, 2012
2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset ManagementSanta Barbara's Jim Boothe says he looks for clean balance sheets, very strong cash flow and a commitment to dividends.
April 05, 2012
Study: REITs Lead S&P 500 in 12 Months Ended March 31Over the 12 months ended March 31, the FTSE NAREIT All Equity REITs Index provided a total return of 11.29% and the FTSE NAREIT All REITs Index returned 10.91% compared to the S&P 500s 8.54%, the survey reveals. Strong REIT dividends contributed to REITs outperformance of the broader market....
April 05, 2012
Study: REITs Lead S&P 500 in 12 Months Ended March 31Over the 12 months ended March 31, the FTSE NAREIT All Equity REITs Index provided a total return of 11.29% and the FTSE NAREIT All REITs Index returned 10.91% compared to the S&P 500s 8.54%, the survey reveals. Strong REIT dividends contributed to REITs outperformance of the broader market....
April 04, 2012
How the Best Money Managers Exploit Market InefficienciesSeveral winners of this years SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.