There has been a lot of buzz in the air about managed futures of late. It stands to reason, considering it was one of the few asset classes that performed well in 2008. Ok, very well: The average managed-futures program, as measured by the Barclay...
There is a growing chorus of analysts and money managers who say that China is bubble that is bound to pop. Morgan Stanley analyst Andy Xie wrote in a research report released Monday that a Chinese asset bubble will most definitely burst in the...
The central tenet of Modern Portfolio Theory is that diversification should maximize your portfolio's return at any given level of risk tolerance. Or, as David Swensen, the chief investment officer of Yale's endowment, puts it: Forget about...
The unprecedented seems to happen all too frequently in financial markets. Is there something wrong with the way financial advisors build their clients' portfolios?
Last year changed the landscape for hedge funds and other alternatives.
Here's a story you can tell to clients who are fed up with the market. There's a frantic search under way in Israel for a mattress that's worth $1 million. According to the AP, a woman in Tel Aviv bought her mom a new mattress, taking the old one...
Financial advisors say all types of financial service firms lack trustworthiness
In recent years, plenty of investors poured into emerging market stock funds. The new shareholders hoped to profit from the boom in developing countries, such as China and Brazil. But their high hopes were dashed by the credit crisis. During the...
In 2001 and 2002, insurance companies began introducing the guaranteed withdrawal benefit, giving VA owners a guaranteed income stream. The current bear market is forcing insurance companies to cut benefits and to increase costs.
Much of the confusion about what an absolute-return portfolio is arises from the rather cavalier way that some of these funds are labeled. Many funds are advertised as absolute-return plays simply because of their low correlations to market...
