The potential benefits — and pitfalls — of using alternatives to diversify a portfolio focused on capital preservation.
<i>Breakfast with Benjamin</i> China's stock market rout is being described as just the beginning, with some big moves still to come.
REIT sponsor controlled by Nicholas Schorsch has its first liquidity event of the year, selling shares of Global Net Lease Inc. on the New York Stock Exchange.
Advisers need to address environmental issues and how they will affect investments
While little has been spared in the energy-securities selloff &mdash; oil, junk bonds and even Chinese equities have been hit &mdash; smaller stocks have been the worst off.
Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH"" target=""_blank"" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>
Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.
It's easy to vilify liquid alts; it's much harder to draft the kind of regulation that allows an investor to make an informed decision about the risk-return profile of their investments.
Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.
<I>Breakfast with Benjamin:</I> Investing in China stocks is a scary proposition right now but there's an ETF that uses a smart approach. It's down, but not like the Shanghai market.
Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.
<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.
The precious metal stays in trading range as Greece lives on the edge of default due to tepid inflation, muted demand for gold from China and a strong U.S. dollar.
From movie posters and Hermes Birkin handbags to Apple 1 computers and Nobel Prize medals, these alternative investments score big.
Rising rates might hurt REITs initially, but they could benefit from a strengthening economy. <b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150712/REITS2015" target="_blank">Our Focus on REITs special report</a>)</b></i>
Agency claims private equity maven defrauded investors, breached fiduciary duty. She says action is illegal and she's out to save companies, jobs.
Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.
The key is bringing liquid alts more in line with hedge fund strategies
Memo cites concern over illiquid investments and elevated volatility in manager's Advantage Fund.
<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.
