Most Recent Blog Posts

May 02, 2014

The Commoditization of Investment Management

A recent article by The Economist says the investment industry is becoming commoditized, due to the rise of index funds. But advisors: you’re just....More
Apr 21, 2014

You’re Going About Asset Allocation All Wrong

Advisors who ignore non-financial assets such as human capital, pension wealth and home location in their asset allocation may be exposing clients to....More
Jan 21, 2014

Bond Guru Mohamed El-Erian to Leave PIMCO

After six years as head of the firm, Mohamed El-Erian will step down from role as CEO and co-chief investment officer of bond giant PIMCO in March....More
Jan 15, 2014

ETF Strategists Still the ‘Wild, Wild West’

Despite huge interest, the ETF managed portfolio space is still considered an immature, fragmented market by ETF pundits....More
Dec 18, 2013

Hedgies to Go After RIAs

Hedge fund managers have a new target client: RIAs. But are they late to the game?....More
Dec 03, 2013

T. Rowe Price: We’re Due for a Correction

What goes up must eventually come down. As speculation starts to rear its ugly head, we’ll likely see a stock market correction sometime next year,....More
Nov 20, 2013

A Better Way to Invest in Social Media3

Investors are clamoring for exposure to social media stocks, but many of them are overvalued. Here's an alternative to pure-play social media....More
Nov 07, 2013

TWTR: Hot Now, But It May Burn You!

Twitter’s stock price was up 73 percent in its first day of trading, but that doesn’t mean it’s a prudent investment for your clients. It never pays....More
Oct 29, 2013

U.S., Europe, Japan: The New Engines of Growth?

The engine of growth is shifting from emerging market countries to developed countries, Putnam Investments says....More
Oct 24, 2013

Looking for Opportunity in Emerging Markets

A panel of emerging market experts made some surprising picks within the space on Thursday, highlighting the potential of countries like Mexico,....More
Oct 02, 2013

Is it Too Late for Equities?

Market observers say we’re heading into the last quarters of the winning game on equities, with American Beacon Advisors’ President Gene Needles....More
Oct 01, 2013

If Institutional Consultants Can’t Pick Managers, Who Can?

If even pension fund consultants—who’s sole job it is to rigorously vet managers for use by the largest asset pools in the world—can't pick winners,....More
Sep 05, 2013

If Bill Gross Hates Baseball So Much, Why Use It as an Analogy?

In yet another cliché sports metaphor, the PIMCO head argues against the old ways of stabilizing the economy and the investment choices dependent on....More
Aug 08, 2013

Schwab Rolls Out Suite of Fundamental Index ETFs

Schwab will offer six ETFs that track the Russell Fundamental indicies, which weight securities based on economic factors, not traditional market....More
Jun 28, 2013

In Real Estate: Look for Other People’s Headaches

While many managers may talk about finding high quality, diamonds-in-the-rough, for managers in the commercial real estate space, the best finds are....More
What's Yield of Dreams?

Casting a gimlet-eye on asset management issues.

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