Displaying 323 results
Betting on the aging of America
The aging of America is going to hit equity markets like a tsunami moving at a glacial pace.
Market offers opportunities for an easy score
In basketball, the presence of a star player on the court can be an effective catalyst for layup opportunities, because defenders lather so much attention on the star that they occasionally fail to notice a teammate standing alone beneath the basket.
In defense of managed-futures funds
As we look back at the past decade — and look forward to the next — we recognize that despite recent opinion, asset allocation and portfolio diversification are as important as ever.
How to score with large-cap core
Too often, large-cap-core investing is viewed as a commoditized corner of the market, where strategies offer little differentiation, and returns simply track the major benchmarks.
It’s time to sell municipal bonds
Many investors don't realize that we are swimming in uncharted waters.
Taking the volatility out of equities
Investors seem to have re-gained some of their appetite for risk, and sidelined capital is again being to put to work in the markets.
Add ‘tactical solutions’ to buy & hold
For years, portfolio managers and financial reps around the country have used Modern Portfolio Theory in managing their clients' assets.
Stock market recovery rational but fragile
The disorder of the last two years seems finally at rest.
Now is the time to seek the security of gold
I am often asked: Is now a good time to own gold?
Investing across the global growth gap
Governments and central banks around the world responded to last winter's global financial crisis with unprecedented fiscal stimuli and monetary easing.
Making 20 years of hindsight pay off
I recently cleaned out some old files in my home office and pulled out some account statements from 2000.
Vehicle offers a way to control risk
Some say timing is everything, but being paid to wait has its advantages. Long-term investors weighing participation in an uncertain market environment may want to consider a classic way to buy time and potentially lower risk — with convertibles.
Protecting portfolios against inflation with Treasury Inflation-Protected Securities
Nowadays, it is common to hear financial pundits talking about their expectations for inflation.
Emerging markets offer opportunity
A number of financial trends have made emerging economies the high-growth option for international investing.
Health care IT offers enticing returns
For investors, recent changes in U.S. health care laws offer a classic example of trying to make lemonade from lemons.
Is modern portfolio theory dead?
In my conversations with a wide range of advisers, the death of modern portfolio theory keeps coming up. The market debacle of 2008 is said to have sounded the death knell for all of modern finance.
BRIC group offers opportunities
The BRIC group — Brazil, Russia, India and China — for a number of years has functioned as a proxy for large developing markets with an attractive long-term return potential.
Bond market’s rally warrants skepticism
Investors have responded enthusiastically in recent months to government stimulus plans and signs of renewed economic activity, triggering a resounding risk rally.
How deep is the investment canyon?
On a recent trip to Singapore, my wife and I took a cable car ride between two islands.
One way to rebuild retirement savings
For retirement investors who are looking for long-term solutions to rebuild nest eggs, investing in U.S. companies that benefit from the newfound prosperity of people around the globe is one solution.
