Smart-beta funds offer investors more transparency because they must announce rule changes ahead of time.
The new model includes private equity, venture capital, activist investing, gold, timber and collectibles
<i>Breakfast with Benjamin</i>: The economy has historically done better with a Democrat in the White House. Why that is remains a mystery.
Funds that employ alternative strategies — even those in the same general category — can perform drastically differently.
<i>Breakfast with Benjamin</i>: TV stock barker Jim Cramer received a failing grade from a finance professor for a dismal 28% success rate in picking stocks.
<i>Breakfast with Benjamin</i>: Larry Summers is sounding the alarm for secular stagnation.
<i>Breakfast with Benjamin</i>: Carl Icahn's smooth move to try and halt corporate inversions in the name of tax patriotism is, naturally, also pretty good for his own portfolio.
<i>Breakfast with Benjamin</i>: Warren Buffett's distaste for activist investing boils down to simple math.
But performance of the alternative asset class still ahead of stocks.
<i>Breakfast with Benjamin</i>: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.
How much to allocate is both an unanswerable question in general and one that absolutely needs to be addressed for each client. </br><b><i>(More: <a href="http://www.investmentnews.com/section/specialreport/20151011/ALTS2015" target="_blank">IN's Spotlight on Alternative Investments special report</a>)</b></i>
<i>Breakfast with Benjamin</i>: Top hedge fund manager Michael Novogratz (pictured) hits the bricks, and the firm is closing its flagship macro hedge fund.
Three allocation strategies that could let clients tap into the global infrastructure boom
When fund managers can go anywhere, sometimes they do.
Adding alternatives could help clients more than traditional portfolios, <i>InvestmentNews</i> webcast panel agrees
<i>Breakfast with Benjamin</i>: The lack of corporate outlooks this earnings season could be a bad sign for stocks over the next few months.
Blackstone exec says expects more REITs to go private, asset sales, share buybacks, debt reduction.
It's not an either/or proposition; when combined, the two strategies can achieve broad diversification.
<i>Breakfast with Benjamin</i>: Corporate earnings are expected to decline 4.1%, and the stock market hunkers down for a rough earnings season.
Jonathan Litt says REIT, once a part of Nicholas Schorsch's real estate empire, suffering from lack of investor confidence due to legacy management structure.
