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How financial advisers can rethink alternatives

July 6, 2016

After an arduous 2015, plagued by disappointing returns and roller-coaster markets, many financial advisers hoped the new year would bring renewed promise of investor-friendly markets. Now, some sevens months into the new year, 2016 is starting...

JPMorgan Chase to make alt investments available to the many

May 17, 2018

JPMorgan Chase & Co. plans to offer sophisticated investments to a much broader clientele. The bank is slashing requirements to participate in certain alternative investments that its asset management arm once offered mainly to institutions...

Diversifying the portfolio with real estate investments

June 7, 2016

As an investment, the case for real estate remains iron clad. Not only has the sector outperformed the S&P 500 over the past 40 years (an average annual return of 9.3% for the NCREIF Property Index versus an 8.7% return for the S&P 500), it's...

Almost nobody is good at timing the market

April 27, 2016

The temptation to try and time the market will always be there. But don't kid yourself because most of us are lousy market timers. The impact of emotions and risk aversion. It is time to be wary of those energy-company dividends. They are not...

A 2016 dry spell for mergers and IPOs

March 23, 2016

So far this year, the deal-making business has been in the tank. Mergers and IPOs have dropped to a level not seen since the last recession. Dubbed the “cooling off” effect. Looking before leaping into high-dividend-yielding mutual funds....

The market wild card called Trump

March 10, 2016

Who's better for the markets? Hillary Clinton or Donald Trump? David Lafferty, chief market strategist at Natixis Asset Management, says it's Hillary. "Trump is really the wild card. I think the markets don't like uncertainty." Some the best...

BDC sponsor throws fundraising bash for Hillary Clinton

January 28, 2016

A leading sponsor of business development companies — alternative investments that could be hurt by the Department of Labor's proposed fiduciary rule — threw a gala fundraiser for Democratic presidential candidate Hillary Clinton Wednesday...

Neuberger Berman launches specialty finance group

May 2, 2018

Neuberger Berman has launched a specialty finance group and hired Peter Sterling as a managing director and head of the new group, spokesman Alexander Samuelson said. The Neuberger Berman Specialty Finance group will seek assets within the consumer,...

Variable annuity with guaranteed lifetime withdrawal benefit rider can help advisers provide retirement income stability to clients

September 26, 2014

Many advisers believe that the traditional 4% withdrawal rate for retirement planning is no longer a given in the wake of the recession, increases in longevity and other current concerns. Retirement planning is not a one-size-fits-all process,...

Irrationality is in the air

March 7, 2014

It would seem irrationality was in the air just as surely as love in February. The Crosby Irrationality Index was up in February after sitting at just over 71 a month earlier. While the market has made some show of uncertainty and even approached...

The truth about loss aversion

May 5, 2014

For all the gains we've made in the evolution of market data — now a massive information industry of indices, surveys, and reports — economics continues to fall painfully shy of a hard science. That's why, when it comes to making good investing...

The dangers of unchecked optimism

January 23, 2014

Roughly two weeks ago we introduced you to the Crosby Irrationality Index, a 0 to 100 gauge of market sentiment constructed from a weighted mix of fundamental and technical indicators. At last report, we appraised the market to be “highly-optimistic-but-not-quite-downright-manic”...

How to outperform using boring old index funds

January 20, 2014

One of the most common knocks against index funds is that they guarantee you average returns minus fees and, by golly, clients need above average returns or else they're going to start looking for a new adviser. But it's silly to think that...

The loneliness of the long-distance investor: Those uphill runs are murder

February 18, 2014

On Sunday I completed my first major goal of 2014 when I completed a half-marathon. I have jogged a bit for years, but in a moment of New Year's-induced insanity, I committed to run 13.1 miles in front of friends and family, ensuring I'd never...

Why active equity managers should be scared of Gundlach, Gross

November 22, 2013

If actively managed equity mutual fund managers aren't shaking in their boots yet, maybe they should be, because bond superstars Bill Gross and Jeffrey Gundlach seem to have figured out this whole beating-the-stock-market thing. Both Mr. Gross'...

In Facebook's wake, will exchanges face scrutiny in Twitter IPO?

November 6, 2013

Eighteen months after Facebook Inc.'s initial public offering was crippled by a Nasdaq OMX Group Inc. computer, equity markets get a shot at redemption Thursday when the New York Stock Exchange hosts the debut of Twitter Inc. While faulty trades...

How 'smart beta' ETFs turned closet indexing into a winner

October 23, 2013

Actively managed equity mutual funds that don't make big bets versus their benchmarks have been shunned by investors, but a handful of funds that rely on factors, or “smart beta,” have proved that you don't need to make big bets to outperform....

ESG and impact investing: Do you know the difference?

February 20, 2018

As investors increasingly rally behind the concept that their investment choices yield the ability to positively impact social or environmental issues, interest in impact investing has skyrocketed. Of the more than 22,000 investors worldwide...

Then and now: Startling numbers, 1998 and 2013 - Unemployment rate

June 23, 2013

1998 4.3% 2013 7.5% (As of April; seasonally adjusted. Source: Bureau of Labor Statistics)

10 billionaires with the biggest bets on art - Samuel Irving Newhouse Jr.

June 10, 2013

Est. net worth $7.1B Value of collection $700M Pct. of net worth 9.9% (Source: Wealth-X Research)

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