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On Wall Street October 1, 2013 Jeff Tjornehoj |
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. |
Financial Advisor November 2011 Tom Lydon |
A Short-Term Hedge Funds based on the CBOE Volatility Index, otherwise known as the "VIX," may provide investors a way to profit in volatile markets. |
Financial Advisor January 2012 Tom Lydon |
Separating Myths From Facts There is plenty of evidence that the claims made against leveraged ETFs are false. |
Financial Planning July 1, 2007 Craig L. Israelsen |
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio. |
Investment Advisor March 2007 Susan L. Hirshman |
Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments. |
The Motley Fool March 17, 2011 Dan Caplinger |
This Will Be the Next Hot Investment If the current correction turns into a longer bout of bearishness, then you can definitely expect to see a lot more volatility-linked investments. |
BusinessWeek July 24, 2006 Joseph Weber |
Investing: Riding The Roller Coaster A few years ago volatility traders were niche players at big banks. Now they're moving to established hedge funds or setting up their own so-called vol funds. The pitch to prospective investors: Volatility should be considered an asset class in itself, like stocks, bonds, or commodities. |
Registered Rep. January 23, 2013 Brad Zigler |
"Hedge" Is the Word for 2013 In 2013, the market for alternative investment exchange-traded products seems to revolve around one word. That word is "hedge." Judging by their proportion of regulatory filings and launches last quarter, product sponsors are keen on risk-controlled equity and bond plays. |
Financial Planning March 1, 2011 Donald Jay Korn |
Going for the Gold Planners who want to sprinkle a bit of gold dust onto their clients' portfolios have many funds from which to choose. |
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. |
The Motley Fool October 13, 2011 Brad Hessel |
Just When You Thought It Was Safe to Go Back in the Water: An Update on Market Volatility A review of the spike in volatility in the third quarter. |
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 Planning September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
Financial Advisor December 2011 Somnath Basu |
The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility. |
Registered Rep. December 31, 2012 Brad Zigler |
Eight Novel ETFs Looking to Break Into 2013 These proposed funds run the gamut from simple to complex. All are intriguing. |
Financial Planning July 1, 2012 Craig L. Israelsen |
Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature. |
The Motley Fool August 2, 2010 Michael Johnston |
3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs. |
The Motley Fool February 15, 2007 Dan Caplinger |
Market Zigzags and Your Money Unless you stick with ultra-safe investments such as Treasury bills or bank CDs, volatility and investing go hand-in-hand. |
The Motley Fool April 7, 2011 Alex Dumortier |
Investors: See No Risk, Hear No Risk The fact that the VIX index is lower today than its average value going back more than 20 years does suggest that investors are being complacent about the risks associated with owning stocks. |
The Motley Fool September 9, 2011 Alexander Crawford |
Volatility Outlook: Brace Yourselves, Analysts Predict Even Wilder Market Swings Will these stocks continue to see gains during extreme volatility? |
Financial Advisor May 2004 Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
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. |
The Motley Fool February 25, 2011 Alex Dumortier |
Libya: Hedging Against Black Swans Is it desirable to hedge your portfolio against the Black Swan type of risk? And if so, how does one go about it? |
Financial Planning February 1, 2010 Craig L. Israelsen |
It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future? |
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. |
Financial Planning December 1, 2005 Donald Jay Korn |
Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities. |
Financial Advisor September 2011 James Picerno |
Can Volatility Be Tamed? Yes, according to a new breed of equity hedging strategies. |
Financial Planning December 1, 2008 Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
Financial Planning May 1, 2013 Craig L. Israelsen |
Alternative Investments With the Best Payoff Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely. |
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. |
The Motley Fool May 17, 2010 Dan Caplinger |
You Can Cash In on Volatility Bouncy markets make these strategies more attractive. What many people don't realize is that the level of market volatility itself is a measure that investors can buy and sell. |
Financial Planning September 1, 2011 Temma Ehrenfeld |
The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios. |
Financial Planning September 1, 2009 Geoff Considine |
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. |
BusinessWeek May 14, 2007 Lewis Braham |
A Two-Way Wager On Commodities Rydex' new fund allows investors to play the ups and downs of the futures market. |
Financial Planning October 1, 2012 Craig L. Israelsen |
How Planners Can Use Treasury Inflation-Protected Securities for a Portfolio If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility? |
Registered Rep. April 25, 2011 Brad Zigler |
Managed Futures Mainstreamed Changes in the regulatory scheme have since allowed the creation of lower-cost commodity-based mutual funds and exchange-traded products which can be marketed by Series 7 folk and RIA associates. |
Financial Advisor July 2011 Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? |
Financial Advisor February 2004 Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
Financial Planning November 1, 2011 Donna Mitchell |
They Can Live With AA+ After a third quarter in which markets skidded and tumbled to the close, Treasuries were in their glory. The U.S. long government bond category was the only one whose performance was in the double-digit range. |
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. |
Investment Advisor April 2010 Robert J. Lindner |
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy. |
On Wall Street February 1, 2013 Matthew Lemieux |
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. |
Financial Advisor April 2004 Pauline P. Lam |
What You Should Know About Commodity Indexes Direct commodity investment has a place in every investment portfolio. |
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 |
Investment Advisor January 1, 2011 Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. |
The Motley Fool October 23, 2008 Alex Dumortier |
When Will the Wild Price Swings End? Better question: How can you profit from them? |
On Wall Street October 1, 2012 Jeff Tjornehoj |
Great Expectations for Alternative ETFs The explosive growth of alternative exchange-traded funds has raised the question of whether they ve met the expectations of their investors. |
BusinessWeek October 25, 2004 Toddi Gutner |
Yellow Light On The Street? The VIX, a long-watched volatility index, is down, which could signal trouble for the stock market. |
Financial Planning August 1, 2012 Craig L. Israelsen |
Commodity Confidence Find a commodity fund that adds value to an overall portfolio by virtue of its raw performance as well as by virtue of its low correlation with the other portfolio ingredients. |
Financial Advisor May 2005 Marla Brill |
Commodities Go Mainstream Until recently the high costs and complexity associated with commodity investing kept many investors away. But now, new products make it easier to get a pure play on commodity prices. |