Section
Alternative Investments
514 posts
Som Seif: Rising Yields, Valuations, Rotation – What's the next move for investors?
We recently chatted with Som Seif, President and CEO, Purpose Investments about how the pullback in markets is…
Q&A: How new regulations will change the alternative investments landscape
by Investment Research, Purpose Investments Alternative investments are growing in popularity as investors seek out returns and income…
Blaine Rollins: There is a Real Alternative
by Blaine Rollins, CFA, 361 Capital I wish that I would have thought of TIARA. Nice work UBS.…
Alternative Assets: The Case for a Defensive Stance
The length of the current cycle by itself doesn't mean much; economic cycles and bull markets don't die of old age. However, as the cycle matures, it can become more susceptible to shocks. Given current U.S. equity valuations, it's only prudent to proceed with caution and perhaps to start thinking defensively.
October Macro Update: Economic Data Suggests US Equity Bull Market Will Continue
by Urban Carmel, The Fat Pitch Summary: The macro data from the past month continues to mostly point to positive growth. On…
Alternative Investments: An Atypically Conventional Portfolio Tool
Myles Zyblock, Chief Investment Strategist, Dynamic Funds, discusses key thoughts to help advisors implement a successful alternatives strategy for their clients.
The Upcoming Bond Bull Market
by Lance Roberts, Clarity Financial The worse things seem, the better the opportunities are for profit. Such is…
Cliff Asness: How Much Are You In For?
by Clifford Asness, Ph. D. AQR Capital Management, Inc. There is a recent post by Eric Nelson that…
How Low Can Emerging Markets Go?
by Sharon Fay, Head and CIO, Equities, AllianceBernstein Emerging-market (EM) stocks fell in the third quarter and continued to…
Implementing an ESG Investment Strategy in the Qualified Plan Space
Implementing an ESG Investment Strategy in the Qualified Plan Space by Commonwealth Financial Network Environmental, social, and governance…
Seven Ways Fixed-Income Investors Will Benefit from the Digital Revolution
by Gershon Distenfeld, Scott DiMaggio, Jeff Skoglund, James Switzer, Fixed Income AllianceBernstein At long last, fixed-income investing is…
Dramatic Changes May be Ahead with Election Outcomes in Japan, Brazil, and the U.S.
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada The next few months will be critical for several…
Style drift & the rise of the generalist
by Craig Basinger, Chris Kerlow, Shane Obata, Derek Benedet, Connected Wealth, Richardson GMP When starting in the investment…
A New 49 Year Low in Unemployment Claims and The 'Inverted' Yield Curve
by Urban Carmel, The Fat Pitch Summary: The macro data from the past month continues to mostly point to positive growth. On…
The Efficiency Factor in Stock vs. Index Picking
by Charles Roth, Thornburg Investment Management If the efficient markets hypothesis is questionable at the stock level, it’s…
