While alternative investment professionals often extol market diversification as a risk tool (never too much bet on any one opportunity), what we enjoy – as investors – about so many markets available to such pros is so many opportunities for returns. There’s nearly always a larger discussion to be had which ignores the all-encompassing CNBC discussion on whether equities […]
Category: Markets
06
Oct
2015
Asset Class Scoreboard Entering the Final Quarter
We’re entering the final quarter of 2015, and if we take the sports analogy a little further – it’s time for the star of your portfolio to show up if there’s any hope of winning the game. Because no matter the make up of your team in 2015, you’re likely losing through three quarters, with […]
15
Oct
2015
What is the Right Allocation Percent to Alternatives?
what is the right number percentage allocation to alternatives?
27
Oct
2015
Looking Under the MLP Hood
Maybe it’s because we’re so close to Halloween, but we can’t help but be drawn to the carnage in the MLP space. Recently, investors’ multi-year treat has turned into a trick as of late. How spooky has it become? Well, after nearly quadrupling investors’ money from April of 2009 through April of 2014, the Alerian […]
02
Nov
2015
Asset Class Scoreboard – Eli Manning Edition
But we can’t help but wonder if October’s great numbers are a little bit like the Manning brothers in action yesterday, where Eli Manning was the first QB in NFL history to throw six touchdowns, no interceptions, and still lose the game.
05
Nov
2015
What You Need to Know About Bonds and Managed Futures before Interest Rates Rise
we’re looking at what types of investments are likely to benefit from the increased bond market volatility and potential price trends which could come from a rising rate environment.
12
Nov
2015
Why Bonds are more like Tom Hanks, not Rodney Dangerfield
This morning, we came across a piece by Fran Kinniry of Vanguard suggesting that bonds lack investors’ respect when it comes time to talk diversification, complete with the required Rodney Dangerfield/no Respect mention: “Oh when I was a kid, I got no respect. I played hide and seek. They wouldn’t even look for me.” – […]
16
Nov
2015
Commodity ETFs: You’re Paying Extra To Lose That Money
It’s time for our monthly look at how commodity ETFs do. You can probably guess how they’re doing… but what about compared to the futures contract?
02
Dec
2015
Does a 40 Act Make Sense?
On the surface, it seems like a simple choice for Managed Futures managers to convert their private funds into a 40 Act Mutual Fund, especially with the explosion of assets over the last six or seven years. But that choice gets a little more difficult when you look at the current Managed Futures Mutual Fund […]
04
Dec
2015
