Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
At Schwab Impact, Altegris Launches Futures-Fixed Income Fund Subadvised by Gundlach
By James J. GreenThe Altegris Futures Evolution Strategy mutual fund uses DoubleLines fixed income strategies to supplement managed futures strategies.
November 02, 2011
At Schwab Impact, Solid REIT Investments Seen in Apartment Buildings, MallsMarty Cohen, co-CEO of REIT money manager Cohen & Steers, tells AdvisorOne that although residential real estate continues to disappoint, commercial real estate (and certain sectors in particular) is performing well, and his firm is taking full advantage.
November 01, 2011
Arrow Funds' Alternative PlanJoe Barrato is frustrated with the use (or rather, lack) of alternative investments and hedging strategies in the mutual fund and ETF space.
November 01, 2011
Not Your Father’s Commodity InvestmentsAs a rule, I dont write about the companies that I work with as consulting clients (or their products) due to the obvious conflicts of interest.
November 01, 2011
Not All Angels Are From HeavenAn article by Financial Times journalist Jonathan Moules recently caught my attention.
November 01, 2011
Tiger 21: Ultra-Wealthy Keen on Preserving, Not Risking, Their MoneyA new survey of high-net-worth investors--with an average portfolio size of $83 million--suggests the ultra-wealthy place a far greater emphasis on preservation of capital than ordinary investors.
October 31, 2011
What steps have you taken to minimize your estate tax burden?What steps have you taken to minimize your estate tax burden?
October 31, 2011
If you could change one thing about your advisor, what would it be?If you could change one thing about your advisor, what would it be?