Results for "alternative investments"

Displaying 1,076 results

Sort: Date | Relevance

Author:

Gold bulls head for the exits on strong dollar, lack of fear

May 21, 2018

The strong dollar is proving too much of a headwind for gold. Hedge funds and other large speculators pared bullish bets on bullion to the lowest in more than two years as the price fell below $1,300 an ounce for the first time this year, spurring...

Gold shines in an uncertain bull market

April 7, 2017

Gold is only happy when it rains — and if your clients have gold in their portfolio, today would be a good reason to remind them why. Gold pays no dividends and has no earnings. Anyone looking for growth has no business investing in the yellow...

Alternatives in the mainstream – A growth opportunity for advisers

March 13, 2017

The following is an excerpt from a new research paper, “Alternatives in the mainstream,” that was co-developed by InvestmentNews Research and Blackstone. Several current indicators point to potentially greater use of alternative investments...

All that smart beta can obscure the big picture

May 8, 2018

A battle is raging among finance theoreticians, and investors should stay out of it. There's a growing recognition that a handful of active investing styles — also known as factor investing or smart beta — can be expected to beat the market...

Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments

February 3, 2017

A Connecticut investment bank this week lost a $1.25 million Finra arbitration award that focused on the alleged sale of unsuitable securities to elderly investors. William Lashlee, 88, and Keith and Joyce McCrea, elderly retirees, alleged in...

Small broker-dealer owner settles with Finra over allegations of concentrating clients in illiquid alts

November 22, 2016

A combative owner of a small broker-dealer has reached a settlement with the Financial Industry Regulatory Authority Inc. over claims that he and his firm had clients overly concentrated in illiquid investments and had used a book he had written...

Silver lining in BDC fundraising figures

December 21, 2017

The figures are in and they're miserable. During the first three quarters of this year, BDCs raised just $624 million ($832 million annualized) versus $1.5 billion last year. Worse, capital formation is off from the 2014 peak of $5.5 billion,...

The four flavors of multialternatives have widely differing tastes

September 4, 2014

With the equity markets appearing to layer on more risk with each passing day, it's not surprising that the category of mutual funds labeled multialternative would be gaining appeal as a reliable means of reducing risk. Trouble is, the funds...

A clear view of alternative strategies is a challenge for financial advisers

October 30, 2016

Gauging the value of an alternative investment has been a real challenge for advisers, particularly in the last eight years. Looking at performance and fees doesn't tell the half of it. Liquid alt strategies are meant to dampen risk and/or magnify...

Environmental services draws investor attention

April 13, 2014

Investors don't have to be of a socially conscious bent or have strong views on climate change to see intriguing long-term investment opportunities in environmental services, particularly in environmental sciences and management. The environmental-services...

Nontraded BDC sales sink like a stone in 2016

November 22, 2016

Sales of nontraded business development companies are down sharply this year as advisers and their broker-dealers grapple with regulatory changes and uncertainty – the same forces that have also severely dampened sales of nontraded real estate...

Embracing liquid alternatives for investors at all levels

November 25, 2012

Financial advisers, take notice — liquid alternatives are fast becoming “the new black.” Over the past few years, the term “liquid alternative” has become part of the vernacular in references to nontraditional investment strategies...

Crypto craze puts retirement savings at risk

August 29, 2018

The Securities and Exchange Commission last week rejected nine separate schemes to create the world's first bitcoin exchange-traded fund, which would open the door to investing in cryptocurrency in retirement accounts. This follows the SEC's...

MLP mutual funds: A bad wrap?

July 22, 2012

The planned acquisition of SteelPath Capital Management LLC by OppenheimerFunds Inc. is much more significant than just a $176 billion asset management company's absorbing a $2.6 billion boutique firm. The deal, which was announced last week...

The Philosophy of Goal-based Investment Planning

October 19, 2017

Dr. Michael Finke, CFP®, Dean and Chief Academic Officer, The American College of Financial Services Most of us view our investment portfolio as numbers on a screen. However, investments represent money that we set aside for some future purpose...

Collectibles market not what it used to be

September 22, 2017

If you have clients who are thinking of investing in collectibles, Harry Rinker, dean of collectibles, has a few words for you: Collecting isn't what it used to be. "Collecting as a whole is threatened," said Mr. Rinker, head of the Institute...

Investment Program Association rebrands itself for Main Street

April 9, 2018

An organization that promotes alternative investments is rebranding itself to highlight what it hopes will be a link to ordinary investors. The Investment Program Association today changed its name to the Institute for Portfolio Alternatives....

Don't let volatile energy markets change your mind on MLPs

November 2, 2015

When energy prices are volatile, master limited partnership returns may follow commodity trends in the short run. Over long periods, however, MLP returns have generally exhibited a relatively low correlation with energy prices. In fact, today's...

Which is the easier question: How do you feel about liquid alts or how to regulate them?

July 6, 2015

“When faced with a difficult question, we often answer an easier one instead, usually without noticing the substitution,” psychologist and Nobel Prize winner Daniel Kahneman wrote in his 2012 book Thinking, Fast and Slow. This is a common...

How to think about alternatives

September 2, 2015

Today, investors have more alternatives to choose from than ever Source: ProShares Alternatives are used either to capture return or manage risk Source: ProShares What's the right mix? Source: Bloomberg. Hedge Funds = HFRI Fund Weighted Composite...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 ... 54

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.