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The Motley Fool October 7, 2009 Dan Caplinger |
Don't Count on These Investments to Save You These alternative funds didn't deliver on their promises. |
Registered Rep. October 1, 2006 Kristen French |
Long-Short Funds Catching On Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market. |
The Motley Fool August 13, 2007 Amanda B. Kish |
Hedging Their Bets? Some mutual funds are starting to look like hedge funds. And many don't do very well. Most investors are better off sticking to broad-market mutual funds or exchange-traded funds. |
Financial Advisor April 2008 Alan Lavine |
Stars Align For Long-Short Funds Long-short mutual funds, designed to deliver returns uncorrelated with equity, so far have been living up to their expectations during the period of stock market turmoil that began last summer. |
Financial Planning December 1, 2009 Donald Jay Korn |
Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises. |
Financial Planning December 1, 2007 Donald Jay Korn |
Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money. |
The Motley Fool August 4, 2010 Amanda B. Kish |
3 Big Bets on Health Care As Americans age, funds heavy in health care could really pay off. |
Registered Rep. January 21, 2011 Stan Luxenberg |
Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. |
On Wall Street October 1, 2009 Elizabeth Wine |
Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk. |
Financial Advisor June 2005 Alan Lavine |
Market-Neutral Funds For Sideways Markets Inconsistent past performance means advisors must proceed with caution. Unfortunately, the funds with the best longer-term track records are closed to new investors. Nevertheless, their performance is worth noting in case they reopen. |
Financial Planning November 1, 2012 Allan S. Roth |
Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it. |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
BusinessWeek February 9, 2004 Lewis Braham |
That's Some Sharp Hedging A fund in double digits since 2000 chalks up some of its success to its hedging strategy. |
BusinessWeek October 1, 2007 Anne Tergesen |
Long-Shorts That Dodged The Blows How three funds succeeded in a summer when most hedge-like strategies failed. |
Investment Advisor March 2006 Jeff Joseph |
Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade. |
Registered Rep. July 6, 2006 Kevin Burke |
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. |
Investment Advisor November 2009 Melanie Waddell |
Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general. |
The Motley Fool July 21, 2010 Amanda B. Kish |
The Next Big Investing Fad Alternative funds are promising, but don't expect to recoup all your losses. |
On Wall Street September 1, 2011 Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. |
Financial Planning December 1, 2011 Ilana Polyak |
Gateway to Protection It's still hard to ignore just how fragile the U.S. economy is, with an anemic growth rate and stubbornly high unemployment on top of the hobbled real estate market and troubles in Europe. Yet most fund companies haven't been sitting idly by |
The Motley Fool November 24, 2009 Amanda B. Kish |
Bad News for the Rally The stock market is up more than 60% from its lows this past March, and investors have reacted with one overriding emotion -- fear. |
The Motley Fool February 22, 2010 Alex Dumortier |
7 Stocks Hedge Funds Like Hedge funds were battered by losses and investor redemptions during the worst of the financial crisis, but now that the industry has regained some of its swagger, it might be worth asking: Which stocks has the "smart money" been buying? |
The Motley Fool August 4, 2010 Dan Caplinger |
Investments You Can't Retire Without Asset allocation isn't just about stocks, bonds, and cash. There are other avenues to wealth in the financial markets. |
Registered Rep. March 1, 2003 David Geracioti |
In Praise of Gains, Any Gains Hedge funds are not the daredevil investment vehicle that they're made out to be. In fact, they might very well be an essential component of a bear market portfolio. |
Entrepreneur August 2006 Jennifer Pellett |
Safe Bet? What's new in the mutual fund market. |
Financial Planning September 1, 2006 David A. Twibell |
When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns. |
The Motley Fool June 16, 2009 Dan Caplinger |
These Surefire Investments Are Anything But A host of new absolute-return funds designed to protect you from market losses have just hit the market -- long after most investors have already taken big losses. |
Financial Advisor February 2004 Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
The Motley Fool March 10, 2011 Amanda B. Kish |
An Investment Idea You Can Bypass Watch out for 130/30 funds. |
Financial Advisor September 2012 Eric Rasmussen |
Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns. |
Financial Planning July 1, 2005 Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
On Wall Street November 1, 2011 Jeff Tjornehoj |
Finding The Cracks In Your Clients' Portfolios Which strategies are best able to deflect volatility in client portfolios when real market stress shows up? |
Financial Advisor December 2009 Evan Simonoff |
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. |
Financial Advisor August 2007 Marla Brill |
Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format. |
Financial Planning May 1, 2008 David Adler |
The Short Story With no sign that the real estate or credit markets have bottomed out, and every sign that consumers are running out of money, long-short funds may be well situated to take advantage of this new era. |
Financial Advisor May 2004 Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
Investment Advisor October 2007 Ronald W. Roge |
To Hedge or Not to Hedge The underlying premise of hedge funds, to reduce volatility in a portfolio, is not in itself flawed. What can we do, as fiduciaries, to use them to achieve the performance necessary to meet our clients' long-term financial objectives? |
The Motley Fool September 11, 2006 Zoe Van Schyndel |
Hedge Fund Wannabes If you have champagne tastes but a beer budget, hybrid mutual funds can represent a practical way to get hedge-fund-like exposure. Templeton Global Long-Short... Diamond Hill Focus Long/Short... Hussman Strategic Growth... |
Investment Advisor January 2008 Jeff Joseph |
The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets. |
BusinessWeek December 12, 2005 Lewis Braham |
Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does. |
Registered Rep. August 19, 2014 Brad Zigler |
Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products. |
Financial Advisor November 2008 Eric Rasmussen |
Draining The Swamp 2008 has been said to be the worst year for hedge funds in two decades. |
The Motley Fool July 15, 2010 Dan Caplinger |
Turn Your Worst Stock Ideas into Profits Long-short funds make money buying and shorting stocks. |
The Motley Fool June 4, 2009 Dan Caplinger |
These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher. |
Financial Advisor April 2010 Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence. |
BusinessWeek October 1, 2009 Ben Levisohn |
Fund Managers Bracing for a Sell-Off Bear tactics: How a handful of gloomy fund managers are preparing for a sell-off. |
Financial Advisor March 2007 Eric Rasmussen |
Catching Wind With Short Sails Are new strategies from long-short managers more sophisticated, or just riskier? |
Investment Advisor January 2006 Jeff Joseph |
Hedgeworld Hedge Fund Focus: Full Speed Ahead for Hedge Funds SEC regulation, demand for additional transparency, and tales of occasional fraud are but speed bumps on a trajectory that could see hedge fund assets quadruple by the end of the decade. |
Financial Advisor May 2011 Jeff Schlegel |
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. |
Registered Rep. December 2, 2010 Diana Britton |
Asset Managers Push Out New Alternatives For Retail To satisfy demand, asset managers have been busy rolling out new alternative products specifically designed for non-accredited investors. |