Most Recent Blog Posts

Jan 20, 2016

ETF Pundits: Smart Beta Is Active Management

Smart beta has become one of the hottest investment trends in the industry. But like active management, these ETFs are going to go through....More
Dec 17, 2015

Neuberger Berman: Third Avenue Fund Managed Like Private Equity

Neuberger Berman's Fixed Income CIO believes Third Avenue's Focused Credit Fund was managed like a private equity fund, not a 40 Act mutual fund....More
Dec 14, 2015

What Led to the Demise of Third Avenue’s Focused Credit?

The demise of Third Avenue’s Focused Credit Fund shows that not all strategies, especially those with concentrated bets in low quality bonds, belong....More
Nov 12, 2015

Five Questions Advisors Should Ask Alternative Managers

Investment Insights' Fund Manager Sonja Uys says advisors should ask asset managers these five questions before putting client money in an absolute....More
Nov 05, 2015

With Dearth of Tech IPOs, Mutual Funds Look to the Private Market

Technology companies are now waiting longer to go public, forcing mutual fund companies, such Fidelity and T. Rowe Price, to get into the secondary....More
Nov 04, 2015

Collective Investment Trusts Expand Product Usage

Collective investment trusts are broadening the type of investment products they use and becoming more complex....More
May 01, 2015

Alternative Fixed Income Products In High Demand Among Advisors

A new report shows non-traditional bond products to be in high demand as advisors look to guard portfolios against interest rate risk....More
Feb 04, 2015

American Funds ETF Is Not Imminent

Despite published reports that American Funds is getting on the ETF bandwagon, the mutual fund darling has no immediate plans to launch an ETF....More
Oct 09, 2014

Growing Pains for Hedge Funds in the Liquid Alts Space

The transition into liquid alternatives has not been an easy one for hedge fund managers, but ‘fund adoption’ could be the next wave of growth, says....More
Jun 27, 2014

Bonds Aren’t Dead Yet. Here’s Why.

A lot of smart people are betting on rising interest rates. But Dennis Gartman, editor of The Gartman Letter, says it’s a terrible, terrible bet....More
Jun 24, 2014

The Trend Is Your Friend—Until It Ends

It's been 32 months without a market correction, compared to a historical average of 18 months. S....More
Jun 19, 2014

Smart Beta: Just a Fancy Marketing Term?

Portfolio Solutions’ Rick Ferri says, “Nothing fails like success on Wall Street.” Are smart beta strategies simply the flavor of the day?....More
May 29, 2014

Investing Trends: Cash, ETFs In; Annuities Out

More advisors are investing in exchange traded funds and cash than they were eight years ago, while variable and fixed annuities are becoming less....More
May 14, 2014

Looking for Less Risk Than Emerging Markets? Frontier Markets

Frontier markets may be small, but they're less risky than emerging market countries because they don't correlate to each other, according to a....More
May 08, 2014

A Good Predictor of Market Performance? Look Up

Current solar activity has reached a five-year peak. What does that mean for your clients’ investments? A lot, says a new paper published in the....More
What's Yield of Dreams?

Casting a gimlet-eye on asset management issues.

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