Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Bill Gross’ Bet Pays Off as PIMCO Profits From Black Swans
By John SullivanStaying true to PIMCOs CIO Bill Gross new normal forecast, PIMCOs hedged bets are paying off.
August 09, 2011
Berkowitz’s Big Bets on Banks Go BadTwo legendary fund managers who continue to bet on a U.S. recovery suffered some of the largest losses on Wall Street on Monday.
August 08, 2011
Crisis Won’t Derail 2011 S&P 500 Growth Predictions: AnalystsA little thing like a U.S. credit rating downgrade won’t shake pundits off their 2011 prediction for the broad market. They’re still expecting a 17% rise for the year in the S&P 500.
August 07, 2011
Top Portfolio Products: American Century Rolls Out Real-Estate Fund, Allianz Launches New Fixed Index AnnuityReal-estate returns were up slightly in July, experts note, while the S&P was down.
August 04, 2011
‘Soros Won’t Be Last’ to Quit Over Dodd-Frank: Deloitte ManagerGeorge Soros’ recent announcement that he would henceforth manage only his family’s money did not surprise Ellen Schubert, chief advisor to Deloitte’s hedge fund practice. Schubert, in an interview with AdvisorOne, says others will follow.
August 02, 2011
Commodities and Portfolios: Listening Through the NoiseYes, commodities have been on a tear, but here’s an argument for including them, correctly, in clients’ portfolios.
August 02, 2011
UBS Hosts Client Forum With Clinton, Bush on EconomyThe wealth-management group also says its advisors and clients will be supporting small businesses in New York, as part of a pilot project.
August 02, 2011
Focusing on Volatility: When Risk Management Pays OffA well-managed risk reduction campaign can be effective in limiting downside losses without giving up too much of a client’s prospective upside