Results for "options / futures"

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How options can play a role in portfolios

July 12, 2017

In today's low yield, high-risk investment environment, traditional asset classes are unappealing. However, over the past several decades other "options" have arisen for investors. Option-based strategies have proven themselves through difficult...

Why portfolios are not one-size-fits-all

June 15, 2017

 What is Vanguard's best thinking regarding portfolio construction? Daniel Wallace  I am often asked this question by investors trying to make sense of the myriad of choices before them. Who can blame them when they are faced with an ever-growing...

Hedge funds take the 'short' out of long-short strategy

January 12, 2017

What happens when you take the “short” out of a long-short trading strategy? Some hedge funds are about to find out. Equity long-short fund managers, the biggest category in hedge funds, hold the fewest bearish stock bets on record, data...

Wall Street figuring out how to hedge against a Donald Trump presidency

June 16, 2016

Wall Street investors are working on how to position their portfolios for a potential Donald Trump presidency. And, equal time: they're also doing the same thing for Hillary Clinton. Focusing on the Mexican peso, pharmaceutical and bank stocks....

Hillary Clinton ups the ante with new plans to tax the rich

January 12, 2016

Hillary Clinton ups the ante on rival Bernie Sanders with a new “Fair Share Surcharge” to tax the wealthiest Americans. The 4% surcharge would raise $150 billion over 10 years. Pinning the plight of cheap oil not on a worldwide glut of the...

The Fed's monetary policy is making income inequality even worse

November 3, 2015

The numbers are in, and it turns out the $12.4 trillion worth of central bank asset purchases (otherwise known as quantitative easing) have only worsened the reality of income inequality. But at least the stock market is doing well, right? For...

3 allocation strategies that can help clients navigate through volatility

September 25, 2015

There are many environments in which investment accounts can, for the most part, succeed by using a traditional asset allocation model. This typically includes a mix of global and U.S. stocks, bonds and, perhaps, an alternative. This portfolio...

SEC warns brokerages to monitor risky products better

August 25, 2015

The Securities and Exchange Commission is warning brokerages to better monitor the sales of risky complex investments to retail clients. In an alert issued Monday, the agency said an analysis of 26,600 transactions totaling $1.25 billion of...

Finra arbitrators award couple $16.6 million from BNP Paribas

June 30, 2015

BNP Paribas Securities Corp. must pay a retired London couple $16.6 million for selling them an unsuitable investment in the longest-running Finra arbitration hearing in 20 years, a three-member panel has ruled. The award in the five-year-old...

Suppressing volatility? Easy. Eliminating risk? Not so easy

June 23, 2015

Investors recognize that we are in a unique period in the markets as a result of the unprecedented global efforts of various central banks to stimulate growth and reignite a modest level of inflation. A near-zero interest rate environment has...

Credit Suisse: Low U.S. stock volatility may be calm before storm

June 12, 2015

Relative calm in U.S. stock trading is an indication that the current bull market may end with a bubble, according to Andrew Garthwaite, a global equity strategist at Credit Suisse Group AG. In a report on Thursday, Mr. Garthwaite compared the...

Dynasty hires Scott D. Welch to be chief investment officer

May 14, 2015

Dynasty Financial Partners, a company that sells advisers services and tools to run their businesses, has hired Scott D. Welch for its new position as chief investment officer. In his new role, Mr. Welch will oversee investment research, choose...

Trekking to Europe and Japan for attractive dividend income

May 12, 2015

Taking your search for dividend income beyond the traditional hunting grounds. Take a look at smaller European and even Japanese stocks. Traders are betting big that volatility is on the rise. Nearly $100M worth of VIX options changed hands...

Bill Gross has a winning strategy to profit from range-bound Treasuries

April 14, 2015

Bill Gross says he has a strategy to build on gains this year, betting the Treasury market will spend the rest of the second quarter in the doldrums. Even if the Federal Reserve raises interest rates for the first time since 2006, the head of...

Big banks are stressing over the Fed's stress tests

March 12, 2015

Stressing over the Fed's stress test. Two big failures in Europe, Citi makes the grade, while BofA is still cramming. The bar will keep rising for banks How the strongest dollar in a decade translates to consumer spending. Seven straight months...

Senator questions widespread tax dodges used by wealthy

March 3, 2015

The top Democrat on the Senate tax-writing committee called Tuesday for curbing complex investment tactics that help high-net-worth investors lower their taxes. A report released by the Democratic staff of the Senate Finance Committee outlined...

Bill Gross a victim of the plunge in oil prices

February 25, 2015

The plunge in oil prices has claimed another prominent victim. Bill Gross's $1.46 billion Janus Global Unconstrained Bond Fund trailed its benchmark in the fourth quarter of last year primarily because it had plowed about 5% of net assets into...

Due diligence in the age of flash crashes

February 22, 2015

May 6 will be the fifth anniversary of an event most advisers would like to forget: the 2010 Flash Crash, which resulted in stock market losses of nearly $1 trillion, with the market largely recovering within minutes. Because the event didn't...

Investors can control volatility, but the tools are not for novices

February 19, 2015

Investors have been experiencing heightened volatility amid growing concern that, after six years, the equity markets may be signaling a pullback is approaching. Fixed-income markets are offering little solace as rates in the U.S. and in many...

Low mutual fund cash levels not telling the whole story

February 6, 2015

Headline numbers blasting that equity mutual fund cash levels are low and have dropped over the last year could be misleading advisers into thinking that the managers they're paying to invest client money are working hard on their behalf. One...

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