Most Recent Blog Posts

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
May 31, 2013

Rising Rates Could Blow Up Boomers' Retirement

Older investors with assets in defined contribution plans like 401(k)s and IRAs are in trouble. As interest rates rise, a new study by Casey Quirk....More
Apr 30, 2013

Everything You Know About Portfolio Construction Is Wrong

One speaker at IMCA takes a lot of common investing perceptions, and throws them out the window....More
Mar 20, 2013

What Does Ron Paul Know About Buy-and-Hold?

Wealth advisor Dan Solin says Ron Paul's math “disparaging” buy-and-hold investing was wrong. But the libertarian may have a point....More
Mar 13, 2013

iShares Newest Distribution Channel: Fidelity

In a partnership announced today, iShares will increase its access to Fidelity’s 10 million retail investors and its more than 3,000 RIAs in a....More
Feb 21, 2013

Seeking Alpha? Try Women Hedge Fund Managers

Women hedge fund managers outperform their male counterparts, a new report by Rothstein Kass found....More
Feb 12, 2013

Record Month for Fund Inflows, But Don’t Get Out the Champagne Yet

January was a record month for mutual fund inflows—especially equity funds. But don’t get excited; the flows are likely due to one-off, temporary....More
Jan 23, 2013

Investors Pouring Money Into Stock Funds? Don’t Count on It1

Flows to stock funds are coming back this year, but it won't last: Just look at the last five years. And advisors are partly to blame for this "....More
What's Yield of Dreams?

Casting a gimlet-eye on asset management issues.

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