Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Brightman, Ferri Slug It Out Over Smart Beta
By Gil WeinreichIs smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
June 17, 2014
2 Superstar SMA Managers Talk Energy, Global StocksWhile an air of caution surrounds international markets, the real action is at home in the blazing U.S. energy renaissance, two award-winning money managers said.
June 16, 2014
Top 10 Metro Areas With Highest Pay for Advisors: 2014ThinkAdvisor used Bureau of Labor Statistics data to find the metro regions with the highest financial advisor salaries. Some are off the beaten path.
June 15, 2014
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight SpeakersAlso, Rick Ferri will dialogue with Chris Brightman of Research Affiliatesbeehive of smart betaon alternative indexing: desirable for honey or dangerous for its sting?
June 13, 2014
6 Big Hack Attacks Targeting Financial DataRetailers and financial institutions face increasingly sophisticated thieves.
June 13, 2014
PIMCO’s McCulley: War on Inflation Is ‘Over, Done, Finished’In his first commentary since returning to PIMCO, Chief Economist Paul McCulley says inflation is "dead" and stocks are fairly valued.
June 12, 2014
The Great Investment Heresy: Risk Doesn’t MatterSay it: Risk doesnt matter. Still not convinced? Here's an example of how this is a vital part of a fiduciary relationship, says Chris Carosa.
June 11, 2014
Ritholtz: What’s the Penalty for Pundits Who Get It Wrong?Barry Ritholtz wonders why there are no repercussions for economists, like Arthur Laffer, whose predictions miss the mark entirely.