Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Brandywine Beats PIMCO With Sharp Macro Calls
By Joyce HansonBrandywine portfolio manager Stephen Smith's open secret is that he's shorting the bond market while awaiting its return to what he calls normalization.
September 18, 2012
FPA’s Bob Rodriguez Blasts Bernanke for Going ‘All In’ With QE3"All in may be a good strategy for poker but not for this economy," the famed money manager says, with harsh words for Fed Chairman Ben Bernanke.
September 18, 2012
Pimco’s Gross Slams Fed in Tweet CritiqueSure, hes no Kim Kardashian or Ashton Kutcher, but PIMCOs Bill Gross is gaining traction with his Twitter feed.
September 18, 2012
Dallas Fed’s Fisher Backs Bernanke in Blame Game"The government has the ability to incent the private sector through tax and spending programs," Fed president Richard Fisher said. "Get on with it."
September 17, 2012
Family Offices Souring on Hedge Funds: Infovest21Family offices allocated about 21% of their portfolios to hedge funds in 2012, but their enthusiasm for these alternative investments has ebbed, according to a new survey from Infovest21.
September 17, 2012
Bernanke Is a ‘Counterfeit Money Printer’ and Should Resign: FaberDr. Doom, also known as economist and author Marc Faber, had strong words on Friday for Ben Bernanke, calling for the Fed chairman to resign.
September 17, 2012
The Top Wealth Managers 2012 Profiles: No. 1—Treasury Partners/HighTowerAt No. 1 on the list of Top Wealth Managers: Treasury Partners/HighTower, an independent firm within a firm.
September 14, 2012
Lehman’s Lessons: News AnalysisThe natural human tendency is to think that markets are about money, but a look back at the bankruptcy of Lehman Brothers should serve as a reminder that markets are fundamentally about morality.