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Registered Rep.
April 25, 2011
Brad Zigler |
Managed Futures Mainstreamed Changes in the regulatory scheme have since allowed the creation of lower-cost commodity-based mutual funds and exchange-traded products which can be marketed by Series 7 folk and RIA associates.   |
Financial Planning
September 1, 2011
Temma Ehrenfeld |
The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios. |
Financial Advisor
August 2009
Jeff Schlegel |
Seeking Alternatives Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios. |
Registered Rep.
September 20, 2013
Brad Zigler |
Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along. |
Financial Planning
December 1, 2005
Donald Jay Korn |
Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities. |
BusinessWeek
May 1, 2006
Aaron Pressman |
A High-Risk Diet For Investors Why a portfolio full of commodities may not be the best hedge against inflation. |
Financial Planning
October 1, 2013
Ilana Polyak |
Fund Bracing for Market Shocks Managed futures have lost some of their luster, but AQR makes a compelling case for the category. |
Financial Advisor
May 2005
Marla Brill |
Commodities Go Mainstream Until recently the high costs and complexity associated with commodity investing kept many investors away. But now, new products make it easier to get a pure play on commodity prices. |
Financial Advisor
April 2006
Matt Hougan |
Rolling With Commodities Commodities can play an important role in a portfolio, and the much-anticipated Deutsche Bank commodities ETF can be a good vehicle to add them. But with oil deeply in contango, and expenses still on the high side, a shade of extra care is needed. |
Financial Advisor
May 2006
Louis Stanasolovich |
Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market. |
On Wall Street
May 1, 2011
Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
Registered Rep.
July 26, 2012
Brad Zigler |
Managed Futures: Easier To Get, But Harder To Love Obama okays advertising by hedge funds and CTAs. What effect will this have on the investment vehicles? |
Registered Rep.
August 16, 2010
Brad Zigler |
Commodity Funds or Commodity Exchange-traded Products? The tumult in the equities markets has forced a lot of investors and advisors to consider diversifying their portfolios with alternative asset classes. |
The Motley Fool
January 17, 2007
Zoe Van Schyndel |
A Farming Fund Sprouts Up If you want to farm the market by investing in agricultural commodities, PowerShares DB Agriculture Fund is one way to accomplish that, but be aware of this fund's complexity and the potential for a wild ride. |
The Motley Fool
October 15, 2007
Zoe Van Schyndel |
Commodities Hit the Exchange (Again) The commodities boom launches another investment. The S&P GSCI Enhanced Commodity Total Return Strategy Index exchange-traded note is a new vehicle from Goldman Sachs that tracks the S&P GSCI Index. |
Financial Advisor
December 2005
Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Registered Rep.
February 7, 2012
Diana Britton |
Yield of Dreams: Managed Futures for Crisis Alpha, But What About the New Normal? The majority of managed futures managers are trend followers, meaning they react to price movement and ride trends. They don't try to make a prediction about where the markets are headed. The hard part is knowing you're in a trend when it's happening. |
Financial Advisor
April 2004
Pauline P. Lam |
What You Should Know About Commodity Indexes Direct commodity investment has a place in every investment portfolio. |
Registered Rep.
May 1, 2008
Brad Zigler |
How To Play The Agriculture Game Commodities' popularity with retail investors ebbs and flows with the inflation cycle. Should you invest in the stocks of companies involved in commodity production, ETFs, or futures? |
The Motley Fool
August 2, 2010
Michael Johnston |
3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs. |
Registered Rep.
April 2, 2014
Brad Zigler |
Are Managed Futures ETFs The Best Commodity Play? The question advisors and investors seeking commodity exposure now face is, "Active or passive?" |
Financial Planning
September 1, 2007
Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
BusinessWeek
July 15, 2010 |
Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets. |
Investment Advisor
September 2009
James J. Green |
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. |
On Wall Street
October 1, 2013
Jeff Tjornehoj |
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. |
The Motley Fool
December 18, 2007
Dan Caplinger |
Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF. |
Financial Planning
June 1, 2012
Kristen Capuano |
The Big Idea: Fighting Contango For investors and advisors eager to add to or adjust their commodity allocations, the contango-fighting approach of a next-generation commodity product may be worth a closer look. |
Financial Advisor
July 2011
Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? |
Financial Planning
May 1, 2005
Litman & Gregory |
Mutual Fund Monitor Here is a brief run-through of our defensive fat-pitch asset classes: Commodity futures... Foreign bonds... etc. |
Financial Planning
August 1, 2012
Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. |
Financial Advisor
August 2004
Pauline P. Lam |
Commodity Investments Help Diversify Portfolios A new tool--resampled efficiency--helps create optimal allocations. Investors can gain exposure to commodities by investing in commodity index or individual commodity futures contracts. A third option is mutual funds. |
Financial Planning
November 1, 2006
Donald Jay Korn |
Hard Choices Exchange-traded funds and notes provide more options for financial planners who want exposure to commodities. |
Financial Planning
March 1, 2005 |
Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly. |
The Motley Fool
October 4, 2010
Dan Caplinger |
Are These Investments Worth the Risk? Trading futures directly has pros and cons. |
The Motley Fool
April 29, 2005
Tom Taulli |
Playing Commodities With ETFs Commodities are booming. But it's sometimes hard for individual investors to participate. ETFs can make things easier. |
Registered Rep.
April 28, 2015
Brad Zigler |
Futures Funds Hitting the Fences No surprise that managed futures (the actively managed futures portfolios) top this year's list of hedge fund strategies. |
BusinessWeek
July 18, 2005
Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
Investment Advisor
March 2010
Robert J. Lindner |
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk. |
AskMen.com
Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
Financial Advisor
February 2007
Matt Hougan |
Dancing The Contango The commodities market has investors singing the blues, but a new note leads some to follow the beat of a different drummer. Whatever happens with commodities in 2007, we know one thing for sure: Advisors will be watching. |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
Investment Advisor
January 1, 2011
Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? |
The Motley Fool
October 29, 2004
Dayana Yochim |
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. |
The Motley Fool
February 23, 2010
Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
The Motley Fool
October 26, 2006
Dan Caplinger |
What's Fair Value? Confused by market jargon? Here's the simple scoop. The term fair value refers to a relationship that exists between stocks and stock futures. |
Registered Rep.
March 1, 2003
Eric Uhlfelder |
Managing the Future For those still willing to make some moves, commodity trading advisor programs (CTAs), also known as managed futures, can be an attractive alternative to equities. By their very nature, commodity funds excel during bouts of volatility. |
BusinessWeek
May 28, 2007
Frederik Balfour |
Can China Defuse Its Stock Market? Index futures might create stability, but Beijing fears they could prick the bubble. |
BusinessWeek
December 17, 2009
Lewis Braham |
The Case for Commodities They could be a smart inflation hedge in 2010. And some pros see a long-term bull market for oil, grain, and gold. |
BusinessWeek
December 12, 2005
Lewis Braham |
Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does. |
Financial Advisor
November 2011
Tom Lydon |
A Short-Term Hedge Funds based on the CBOE Volatility Index, otherwise known as the "VIX," may provide investors a way to profit in volatile markets. |
