Results for "hedge funds"

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Edward Jones: Stick to the classic bond flavors when rates rise

August 5, 2015

A top Edward Jones strategist is warning that the use of alternative strategies to mitigate interest-rate risk could come back to haunt financial advisers. “Some of those newer strategies are likely to prove less attractive over time as the...

Donald Trump's investment portfolio a messy hodgepodge: advisers

July 23, 2015

Presidential hopeful and real estate mogul Donald J. Trump's investment portfolio reveals a scattered approach to money management, with a collection of hedge funds, stocks and cash across brokerage accounts. A new 92-page report provides a...

Advisers choosing hedge-style stock-pickers face 'beta' challenge

July 8, 2015

A letter in the Greek alphabet is key to understanding the core risks facing the most popular alternative-investing category in mutual funds: beta, according to two analysts who spoke on an InvestmentNews webcast. The analysts pointed to two...

Losing edge in ETFs, State Street turns to hedge funds

June 18, 2015

State Street Corp., which lost its lead in exchange-traded funds after being a pioneer in the business more than two decades ago, is now betting on hedge funds. The firm is expanding hedge funds and alternative investment strategies that can...

Abandoning alternative investments at this point is based on twisted logic

June 17, 2015

As contraindicators go, things are starting to stack up in favor of alternative investment strategies. After a half-dozen years of charging full speed ahead into the alternatives space with all manner of impressive-sounding products and strategies,...

DOL green lights exclusive hedge fund's retirement plan

June 16, 2015

It's one of the sweetest employee perks in the hedge-fund world: a chance to invest in Medallion, the wildly profitable fund created by market legend James Simons. Now, with deft legal maneuvers and a blessing from Washington, the firm Mr. Simons...

Hedge fund specialist SkyBridge pushes back against liquid alts trend

June 12, 2015

SkyBridge Capital, a top authority on hedge-fund managers, said Friday it has given up for now on trying to export that industry's exotic investment strategies to the mutual funds sold to mom-and-pop investors. Ray Nolte, chief investment officer...

Meredith Whitney says she's done managing other people's money

June 10, 2015

Meredith Whitney, who turned fame as a banking analyst into a stint running her own hedge fund, is through with managing other people's money. “I think that chapter of my life is over,” she said in an interview with Fox Business on Wednesday....

The bond markets are mysteriously losing liquidity

June 9, 2015

The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why. Markets do not like uncertainty. The mysteriously shrinking market liquidity When the behemoth California Public Employees' Retirement System can't...

Tim Geithner spills the beans on how he navigated the financial crisis

May 22, 2015

Getting up close and personal with Tim Geithner. The former Treasury Secretary reflects on the financial crisis. 'One great thing about our country is that when governments take actions like this, you can test their merits and legality in court.'...

Wirehouses raise clients' exposure to alternatives, but reps still just dabbling

May 21, 2015

Wirehouse reps have been steadily increasing client allocations to alternative investments in stride with the level of risk building in the overall stock and bond markets. The latest research from the Money Management Institute and Dover Financial...

A portfolio strategy that goes all in for alts to dial down market risk

May 20, 2015

For a lot of financial advisers, a 5% or 10% allocation to alternative investments is still viewed either as pushing the limits or as checking off the box for having some exposure to alternatives. But what about a 45% allocation that represents...

After big 2014, trend-chasing mutual funds drop

May 11, 2015

Clifford Asness's trend-following mutual fund was on a hot streak until a rally in European bonds and the U.S. dollar took a turn last month. The $8.3 billion managed futures fund run by Mr. Asness' AQR Capital Management, the largest of its...

The housing market steps up to provide a needed economic boost

April 30, 2015

Home sales are springing into action right on schedule. Solid housing stands in contrast to the dismal first quarter GDP numbers Fed hems and haws its way to suggesting that a rate hike is still somehow on track for some point this year. But...

Vanguard, Goldman Sachs agree that advisers face tall order in picking alts fund managers

April 29, 2015

There may be no two investment firms more different than Vanguard and Goldman Sachs. But the two have found a note of harmony. In separate presentations to financial advisers — and potential clients — at a conference in Las Vegas, investment...

Investors pile into hedge funds, pushing total assets close to $3 trillion

April 20, 2015

Macroeconomic uncertainty is being credited with boosting the appeal of hedge fund strategies during the first quarter, which capped off the best three months for inflows since the second quarter of last year. Global hedge fund assets grew by...

The riddle and the dilemma of global bonds

April 17, 2015

If not even negative yields can bring a bond bull to their knees, what will? The riddle and the dilemma of global bonds Making the case for emerging markets, where bargains are still plentiful. 'There isn't any reason to become positive, just...

The case for incorporating private equity in client portfolios

April 7, 2015

In today's persistent low-yield environment, the challenge remains for advisers to identify opportunities to enhance portfolio returns for clients. Going forward, the solution may not come from public equities. The equity investment has been...

The benefits of long/short credit exposure in today's market

March 31, 2015

In the current low-rate environment, the search for yield has been an endless quest for advisers and investors alike. Moving up the risk ladder has been one of the only ways for investors to achieve a decent return on their fixed income allocations....

Strong dollar is keeping the markets on edge

March 11, 2015

The wicked-fast pace of the dollar's rise has the markets on edge, and there's little reason to expect the greenback will slow down any time soon. Other currencies are not able to adapt fast enough An ominous outlook for the bond bubble. When...

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