Category: Other Voices

14 Oct 2015

Alternative Links: 42% Have No Idea

42% of respondents have no idea what “Alternative Investments” means 2014 Jackson Alternative Investment Education Survey – (Jackson)   Firms such as Manning & Napier have also looked to non-traditional or alternative bond funds as an interest-rate hedge. In late 2014, the firm added a 5% allocation to fixed-income managed futures for the first time […]

READ POST
09 Oct 2015

Weekend Reads: Expectations

60/40 Return Expectations – (A Wealth of Common Sense) The Solo Financial Advisor Is Not Just Surviving, But Thriving, By Serving The Mass Affluent! – (Nerd’s Eye View) INFOGRAPHIC: ALTERNATIVES – (Proshares) High-quality bonds—The Rodney Dangerfield of investments – (Vanguard) Soybeans Rebound as U.S. Cuts Crop Estimate More Than Expected – (Bloomberg) Bears Could Return […]

READ POST
07 Oct 2015

Alternative Links: No Ordinary Joe

“Trend following investment strategies seek to invest in positive trending assets and avoid those with negative trends.” Is trend following market timing? – (NewFound Research)   Mr. Meehan’s tendency to hold far more bullish than bearish wagers in areas such as junk bonds also turned against him as markets viewed as risky began to sell […]

READ POST
30 Sep 2015

Alternative Links: Getting Comfortable with Diversification

Yet if it’s diversification you are looking for, it’s worth spending some time getting comfortable with this asset class sooner than later. Back to the Futures? – (Think Advisor)   “The move will create three new employee-owned firms, each focused on a specific area: fixed income and relative value, emerging market credit and private equity.” […]

READ POST
logo