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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
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. |
Registered Rep.
September 20, 2013
Brad Zigler |
Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along. |
Registered Rep.
July 26, 2012
Brad Zigler |
Managed Futures: Easier To Get, But Harder To Love Obama okays advertising by hedge funds and CTAs. What effect will this have on the investment vehicles? |
Registered Rep.
June 9, 2011
Nate Wendler |
AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research. |
Financial Advisor
May 2006
Louis Stanasolovich |
Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market. |
Financial Advisor
July 2011
Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? |
Financial Planning
May 1, 2005
Litman & Gregory |
Mutual Fund Monitor Here is a brief run-through of our defensive fat-pitch asset classes: Commodity futures... Foreign bonds... etc. |
Investment Advisor
September 2009
James J. Green |
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. |
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. |
Registered Rep.
February 7, 2012
Diana Britton |
Yield of Dreams: Managed Futures for Crisis Alpha, But What About the New Normal? The majority of managed futures managers are trend followers, meaning they react to price movement and ride trends. They don't try to make a prediction about where the markets are headed. The hard part is knowing you're in a trend when it's happening. |
Financial Advisor
May 2011
Jeff Schlegel |
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. |
BusinessWeek
July 15, 2010 |
Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets. |
Financial Advisor
August 2009
Jeff Schlegel |
Seeking Alternatives Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios. |
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. |
Registered Rep.
April 2, 2014
Brad Zigler |
Are Managed Futures ETFs The Best Commodity Play? The question advisors and investors seeking commodity exposure now face is, "Active or passive?" |
Financial Advisor
April 2006
Matt Hougan |
Rolling With Commodities Commodities can play an important role in a portfolio, and the much-anticipated Deutsche Bank commodities ETF can be a good vehicle to add them. But with oil deeply in contango, and expenses still on the high side, a shade of extra care is needed. |
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. |
Financial Planning
August 1, 2012
Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. |
Financial Advisor
April 2005
Alan Lavine |
Global Bond And Foreign Currency Plays If your financial clients are invested overseas, here are several ways to play the change in currency values. |
Registered Rep.
March 1, 2003
Eric Uhlfelder |
Managing the Future For those still willing to make some moves, commodity trading advisor programs (CTAs), also known as managed futures, can be an attractive alternative to equities. By their very nature, commodity funds excel during bouts of volatility. |
Registered Rep.
March 25, 2013
Brad Zigler |
Foreign Affairs Currency war? No. But you can still profit from the slide in the Yen. |
Investment Advisor
March 2010
Robert J. Lindner |
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk. |
The Motley Fool
August 20, 2008
Zoe Van Schyndel |
How to Profit From the Dollar's Recovery This ETF gives you a chance to make money from dollar strength. |
Registered Rep.
April 28, 2015
Brad Zigler |
Futures Funds Hitting the Fences No surprise that managed futures (the actively managed futures portfolios) top this year's list of hedge fund strategies. |
Financial Advisor
February 2012
Eric Uhlfelder |
The Future Of Commodities Despite declining prices, observers believe that well-managed investments in commodities can still generate gains. |
On Wall Street
October 1, 2010
Neil O'Hara |
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds. |
Financial Advisor
July 2011 |
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios. |
The Motley Fool
January 17, 2007
Zoe Van Schyndel |
A Farming Fund Sprouts Up If you want to farm the market by investing in agricultural commodities, PowerShares DB Agriculture Fund is one way to accomplish that, but be aware of this fund's complexity and the potential for a wild ride. |
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. |
Financial Advisor
September 2010
Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
Investment Advisor
June 2010
Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. |
On Wall Street
May 1, 2011
Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
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. |
Financial Planning
November 1, 2007
David E. Adler |
High Net Worth: Alternating Currency The U.S. dollar is in trouble, and advisors are rising to the challenge of its falling star. |
Investment Advisor
October 2008
Jeff Joseph |
More Hedge Fund Closures Likely The closure of Ospraie Management's flagship hedge fund is likely to be the first of several such failures, as a slump in commodities and a spike in financial stocks catch out funds with hard-to-sell positions. |
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. |
Registered Rep.
May 1, 2008
Brad Zigler |
How To Play The Agriculture Game Commodities' popularity with retail investors ebbs and flows with the inflation cycle. Should you invest in the stocks of companies involved in commodity production, ETFs, or futures? |
Financial Advisor
November 2007
Jeff Schlegel |
New Twists On The Oldest Economy Formerly plodding agriculture is now running in the fast lane, but the run-up in index performances and in the valuations of certain agribusinesses might give investors pause despite the sector's seemingly positive long-term trends. |
The Motley Fool
August 6, 2010
Eric Dutram |
Friday's ETF to Watch: U.S. Dollar ETF (UUP) Keep your eyes here today. |
Financial Planning
March 1, 2005 |
Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly. |
The Motley Fool
May 20, 2009
Dan Caplinger |
Is Now the Time for Currency ETFs? If you want to protect yourself against a dollar decline, exchange-traded funds based on the values of various foreign currencies make it easy. |
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. |
BusinessWeek
October 25, 2004
Laura Cohn |
Striking Gold In Commodities Some pension funds have made outsize returns, but how safe is the market? |
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. |
Registered Rep.
June 29, 2015
Brad Zigler |
Tough Choices: Alternative Funds In 2015 Once available only to well-heeled investors through privately placed hedge funds, an increasing number of alternative investment strategies can now be found in mutual fund and exchange traded product wrappers. |
The Motley Fool
October 4, 2010
Dan Caplinger |
Are These Investments Worth the Risk? Trading futures directly has pros and cons. |
Registered Rep.
August 16, 2010
Brad Zigler |
Commodity Funds or Commodity Exchange-traded Products? The tumult in the equities markets has forced a lot of investors and advisors to consider diversifying their portfolios with alternative asset classes. |
Financial Advisor
December 2005
Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Investment Advisor
January 1, 2011
Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? |
