Results for "alternative investments"

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Every adviser should be invested in alternatives: Investment experts

October 3, 2011

Alternative investments have become compulsory in recent years as investors have sought gains in all kinds of markets, according to investment experts. “Every adviser should allocate some capital to hedged equity,” said James K. Dilworth,...

Real estate might need a renovation, but it's still a good diversifier

October 3, 2011

Investors are skittish about real estate investments due to the beating the sector took over the past few years, but alternative-investment managers say real estate has some features that make it worth another look. That was the message from...

More options make alpha bets easier

October 3, 2011

As the mutual fund industry continues to migrate toward the alternatives space, financial advisers might find individual fund selection among the more challenging parts of their job. That was among the takeaways this afternoon at the InvestmentNews...

Which alternatives now? (Webcast transcript)

September 11, 2011

The following is an edited transcript of the Aug. 23 webcast “Which Alternatives Now.” It was moderated by deputy editor Evan Cooper and senior editor Jeff Benjamin. Panlelists featured were: Ricardo L. Cortez, Broadmark Asset Management...

Why the wealthy are still sticking with hedge funds

September 7, 2011

Almost half of Leslie Quick’s personal portfolio is dedicated to hedge funds, a position he’s increased this year even as the lightly regulated asset pools have returned less than 4 percent. “I think we’re coming into a period where...

Clients clamoring for alternative investments — and advisers obliging

August 31, 2011

More than three-quarters of retail advisers use alternatives in their client portfolios, with an average of 11% of their book invested in venture capital, private equity, hedge funds, structured products and other such investments. Of the 78%...

Gold near $1,900 set to go 'parabolic,' analyst warns

August 22, 2011

Gold's rally to a record near $1,900 an ounce pushed the metal to overbought levels according to technical analysis tools, as economist Dennis Gartman said prices will go “parabolic.” Bullion's relative strength index has topped 70 since...

Surprise! S&P 500 index no longer largest ETF

August 22, 2011

Gold reached a new milestone in its role as an investment and haven, with the leading exchange-traded fund that tracks bullion surpassing its equities counterpart as the biggest ETF by market value. SPDR Gold Trust's market capitalization rose...

Investors using ETPs more for risk management

August 21, 2011

Stomach-turning global volatility has bolstered demand for certain alternative exchange-traded products used by institutions to hedge their portfolios or make directional bets quickly in order to profit from market instability. “We've seen...

Alternative investments: What advisers are using now

August 3, 2011

Advisers are steering clients into alternative investment strategies at a record clip. Why the sudden boom in alternatives? And where is the money heading? InvestmentNews offers exclusive insights. For more information on alternatives, and to...

Will arbitration loss cap CapWest?

July 27, 2011

Teetering on the edge, CapWest Securities Inc. lost a costly Finra arbitration case this month. The ruling is potentially dire news for a firm which was a leading seller of failed private placements over the last decade. In March, the brokerage...

Alternative-strategy funds thrive despite spotty record

July 24, 2011

Advisers are pouring money into mutual funds that employ alternative strategies, a sign that they are still looking to reduce risk in their clients' portfolios despite a market rebound. Meanwhile, many of the funds sporting alternative strategies...

Oil and gas investments fuel economy - and client returns

July 24, 2011

Adviser Jim Ehrenkrook believes that investing in oil and gas is crucial to clients' portfolio performance. After all, he said, the oil and gas industry underpins the U.S. and global economies. “Fossil fuels are a part of the economy,” said...

Creating a structure for making gains while minimizing risk

July 24, 2011

The recovery of the stock market in the last two years has been driven by investors willing to take on risk again. But many of those investors haven't forgotten the trauma of 2008, said Philip Moses, a financial adviser with Raymond James Financial...

Pooling resources creates a wealth of alternative assets

July 24, 2011

Alternatives are such an integral part of Matrix Wealth Advisors Inc.’s philosophy that the fee-only firm has a pooled fund devoted to the category. The three-year-old fund, the Matrix Private Opportunities Fund I LLC, comprises 18 underlying...

Giving investors more options can enhance performance

July 24, 2011

Investors who held a traditional portfolio comprising primarily stock- and bond-based mutual funds took a terrible beating during the 2008 market rout. Those losses, along with continuing market volatility, have drawn investors to options —...

AQR launches mutual fund with hedge traits

July 24, 2011

AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies. The AQR Multi-Strategy Fund Ticker:(ASANX), which started trading last...

AQR creates mutual fund using nine hedging strategies

July 18, 2011

AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies. The AQR Multi-Strategy Fund (ASANX), which will start trading on Monday,...

Big, bad CMBS are back despite reform talk

June 26, 2011

Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back. But don't let the kinder, gentler, more transparent structure of today fool you, insiders warn. The CMBS market really hasn't...

130/30 is making a comeback, managers contend

June 26, 2011

Once-highflying 130/30 strategies might be down, but they aren't out, money managers contend. But the hype of the years leading up to the financial crisis — when a flurry of products were launched on the promise of amplified alpha from an...

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