Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
RiverNorth’s Schmucker: ‘Lots of Opportunity in Fixed Income’
By John SullivanHow do you amass $2 billion in assets under management without the benefit of a wholesaling staff?
July 24, 2013
What’s Behind Gold’s Sudden Turnaround?Two new analyses argue for a revival in gold, one based on technical indicators tracing the smart money and the other adducing the broad economic factors at work, such as an increasingly dovish Fed.
July 24, 2013
DoubleLine Bucks Commodity Conventional WisdomThe first question is obviousDoubleLine has a commodity play? The firms other Jeff points to mistakes commodity managers too often make.
July 22, 2013
Roubini, Others: Where to Find Global Opportunities Amid Market VolatilityAsset managers and experts like Nouriel Roubini offer a variety of views on U.S. and global investing as troubles in emerging-markets paradise become more widespread.
July 22, 2013
Gross Says Fed Won’t Tighten Till 2016PIMCO manager Bill Gross has taken to Twitter to hammer home the idea that theres value in bonds as the Fed continues to support markets with quantitative easing and bond buying.
July 19, 2013
Top Portfolio Products: Neuberger Berman Introduces China Equity FundNew products introduced over the last week include a new China equity fund from Neuberger Berman, a new bear ETF from AdvisorShares and two new BulletShares ETFs from Guggenheim.
July 19, 2013
TrimTabs Reports Record Flows Into Equity FundsThe strong enthusiasm for equities should give contrarians pause, TrimTabs CEO David Santschi said. Four of the 10 largest inflows into U.S. equity funds occurred at the peak of the technology bubble in early 2000.
July 19, 2013
5 reasons to re-think the 60/40 ruleA 60/40 split between stocks and bonds might not work for your clients these days.