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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. |
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. |
BusinessWeek May 14, 2007 Lewis Braham |
A Two-Way Wager On Commodities Rydex' new fund allows investors to play the ups and downs of the futures market. |
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. |
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? |
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. |
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. |
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. |
Registered Rep. April 19, 2011 Brad Zigler |
The Error of ETP Ways Investors and their advisors are often surprised by the disparate results obtained from their exchange-traded note and fund allocations. |
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. |
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. |
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 November 1, 2006 Donald Jay Korn |
Hard Choices Exchange-traded funds and notes provide more options for financial planners who want exposure to commodities. |
Investment Advisor March 2010 Robert J. Lindner |
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk. |
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. |
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. |
Financial Advisor April 2004 Pauline P. Lam |
What You Should Know About Commodity Indexes Direct commodity investment has a place in every investment portfolio. |
Financial Advisor July 2011 Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? |
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. |
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. |
Financial Advisor July 2012 Brad Zigler |
Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why. |
Financial Planning August 1, 2012 Craig L. Israelsen |
Commodity Confidence Find a commodity fund that adds value to an overall portfolio by virtue of its raw performance as well as by virtue of its low correlation with the other portfolio ingredients. |
Financial Advisor October 2009 Marla Brill |
Wading Back In Last year's credit crunch and commodities crash sent assets in exchange-traded notes plummeting. Now, investors are taking a second look. |
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. |
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 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. |
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? |
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. |
Registered Rep. June 29, 2015 Brad Zigler |
Tough Choices: Alternative Funds In 2015 Once available only to well-heeled investors through privately placed hedge funds, an increasing number of alternative investment strategies can now be found in mutual fund and exchange traded product wrappers. |
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. |
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 Planning September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
Investment Advisor April 2008 |
Upgrades The year-old Rydex Managed Futures Strategy Fund has attracted approximately $400 million in assets... Bear Stearns Asset Management launched the Bear Stearns Current Yield Fund... Sun Life Financial announced several new investment options... |
Registered Rep. May 16, 2011 Brad Zigler |
Paying Too Much For Alpha? A "two-and-twenty" arrangement -- two percent annual management fee and 20 percent of new profits -- is commonly charged by the hedgies. Pretty expensive stuff, that alpha. |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
Financial Advisor September 2010 Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
BusinessWeek July 15, 2010 |
Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets. |
Financial Advisor February 2011 |
Advisor Emporium Advisor news: Morningstar Enhances Research, Expands Indexes... Rydex Offers New Equal Weight ETFs... Fiserv Offers New Technology Tools... ProShares Launches First Volatility ETFs... Van Eck Creates New Fund... New Natixis Funds... |
Financial Advisor August 2008 Marla Brill |
Harvest In Agricultural ETFs Although a sharp pullback could be coming, some advisors think commodities are good long-term plays. |
Investment Advisor September 2007 Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds. |
Financial Advisor November 2007 Jeff Schlegel |
New Twists On The Oldest Economy Formerly plodding agriculture is now running in the fast lane, but the run-up in index performances and in the valuations of certain agribusinesses might give investors pause despite the sector's seemingly positive long-term trends. |
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. |
Investment Advisor January 1, 2011 Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? |
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 Advisor April 2010 Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence. |
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 June 1, 2008 Craig L. Israelsen |
Spice It Up Can adding commodities to a diversified investment portfolio boost performance without adding extra risk? Read on. |
Financial Advisor October 2005 David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. |
Financial Planning February 1, 2006 Joan Warner |
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model. |