Let’s face it, when you take the time to evaluate possible strategies for your long term portfolio plans (especially Alternative Investments) there are a lot of choices out there, and it’s not always easy to create a so called short list, or even make a choice when you have that said short list. Performance tends […]
Category: Investing Insight
Alternative Links: Top 5 Control 70% of the AUM
The five largest CTA mutual funds account for 70% of the AUM,
The World with Negative Interest Rates
Don’t look now, but almost 40% of the global bond markets have negative interest rates. Just what are negative interest rates and what does it mean for the average investor?
Alternative Links: A Thirst for the Futures Industry
Mary Ann Burns: A Thirst for the Futures Industry and a Crafty Career – (JLN) Commodity Prices Rise For 3rd Week In A Row – (The Capital Spectator) Commodity Hedge Funds Are Hot Again – (Wall Street Journal) Escoffier leaves Societe Generale – (Reuters) Are alt mutuals eating from the CTA pie? – (CTA Intelligence) […]
Asset Class Scoreboard April Performance
Pop the champagne! For the first time in 2016, all 8 asset classes we track are positive on the year, with the most surprising leader: commodities
Alternative Links: Get Out of the Stock Market
“The conference wants a specific recommendation from me. I guess ‘Get out of the stock market’ isn’t clear enough”
Weekend Reads: Equities Neutral, Upgrades Commodities
Goldman Sachs cuts equities to ‘neutral’, upgrades commodities
The Comeback Kid of the 2016 Asset Class Scoreboard
Don’t look now, but the long only Commodity ETF ($GSG) has gone through a 16% swing over the past three months to move all the way up to the top spot on May’s asset class scoreboard. Commodities have gone knocking on death’s door, to establishing a drawdown valley, to leading all asset classes after a […]