Displaying 164 results
Planting the sustainable-investing seed
This is no fad but an essential part of business performance and competitiveness There has been a…
60/40 allocation losing its luster, survey finds
Financial advisers no longer sing the praises of asset allocation models that use 60% stocks and 40% bonds…
The whole world stinks — except for Canada: David Rosenberg
Economist says euro a goner, while U.S. facing a fiscal cliff; grass always 'browner'
Rethinking Finance: A Manifesto for Change
The following is excerpted from a white paper by James Montier, a member of the asset allocation team…
Facing meager returns, is increased risk the answer?
The following is excerpted from a Q&A with the research team at Litman Gregory, and which appears in…
New strategy puts volatility forecast in driver’s seat
Target volatility asset allocation — which aims to maintain a constant level of volatility within an investment portfolio…
Analysis: Good news from corporations would be overshadowed by bad policy
The following is excerpted from the Q1 commentary letter by the Van Huzen Asset Management investment committee. To…
Advisers scratch their heads over changes at American
Is American Funds losing its touch with financial advisers? That is the question that some advisers are…
Why Merrill is overweighting corporate credit
The following is excerpted from a report by the Chief Investment Officer Team for Merrill Lynch Wealth…
Fed policy makes doing right by clients difficult
The following is excerpted from the quarterly commentary of Ben Inker, head of the Asset Allocation group for…
Why merely mediocre returns can be worse than a market crash
The following is excerpted from a blog post by Michael Kitces. To read the entire post, click…
John Mauldin to advisers: Ditch your asset allocation models
Author says old strategies don't work in a period of superdeleveraging; bring 'em back out in five years
Asset allocation for the long haul
Most individual invest-ors have one major investment goal — to save enough for retirement
Permanent — and peculiar — asset mix pushes this fund to top
Michael Cuggino’s Permanent Portfolio has been sticking with the same asset mix for almost three decades, a combination…
‘Go-anywhere’ funds deliver as promised
If last week's volatility was a test, go-anywhere funds passed.
JPMorgan’s David Kelly: Three key ‘unresolved’ questions about to be answered
Last week saw the sixth consecutive weekly loss for the stock market, with the S&P500 now down 6.8% from its late-April peak.
Emerging-markets equity up against capacity wall
As many as half of the most sought-after emerging-markets-equity managers have closed their strategies, many at the end…
Turmoil in Egypt sparks bargains in Israel, fund manager says
The ongoing political unrest in Egypt created a brief investment opportunity in neighboring Israel, where the stock market on Sunday experienced its biggest drop in nearly two years.
Uri Landesman: How to hedge against Egypt risks
Investing in North American oil producers and even biotechnology companies are some of the ways to hedge the political unrest in Egypt, according to Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop.
Stay on the sidelines, says Metropolitan Capital’s Snow
Stop worrying about a double-dip recession — the current economy is bad enough as it is.
