ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

Most Recent Articles

How AQR's New Fund Adds Value - An Alternative Approach to Alternatives: Investing with Style by Larry Swedroe

The conventional justification for alternative investments has been their ability to effectively diversify against core equity and fixed-income allocations. But, in many cases, the empirical data doesn't support that view. A new fund provides a different way to obtain returns from sources that have low to negative correlation to stocks and bonds, as well as each other - an alternative to alternative investment vehicles.

Most Recent Commentaries

Falling Gas Prices Fuel Holiday Cheer by Scott Minerd of Guggenheim Partners

Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.

Still A Winning Hand by Scott Mather, Mark Kiesel, Mihir Worah of PIMCO

The U.S. is finally enjoying a self-sustaining economic recovery, but slow global growth remains a concern and financial markets are bouncing up and down by the day. So what exactly does this U.S. recovery mean for investors?

Asia's Deepening Capital Markets by Robert Horrocks of Matthews Asia

The drivers of economic growth, the region's small- and medium-sized enterprises, are finally gaining access to capital through alternative funding sources outside of just banks. Retail investors are accessing increasingly diverse products in which to store their savings and build wealth. Institutions are demanding long-dated assets to match their liabilities? Are we finally seeing more stable local demand in Asia's local capital markets?

Is Your Portfolio Truly Diversified? by Eric Stein of Eaton Vance

In this Insight, Eric Stein, co-director of Eaton Vance Global Income Group, discusses the potential benefits of absolute return strategies, what they invest in and the role they can play in investor portfolios.

The Implications of Easing by Mark Mobius, Michael Hasenstab of Franklin Templeton Investments

Just as the US Federal Reserve (Fed) announced the conclusion of its long-running quantitative easing (QE) program, the Bank of Japan surprised markets by announcing the expansion of its own easing regime. Mark Mobius, Executive Chairman, Templeton Emerging Markets Group, and Michael Hasenstab, Chief Investment Officer, Global Bonds, Franklin Templeton Fixed Income Group®, weigh in on the implications of these central bank actions, as well as current European Central Bank (ECB) policy, and what they could mean for investors on both the equity and fixed income side.

The Right Fit: Global Bonds and DC Plans by Alison Martier of AllianceBernstein

At a time when US defined contribution plans are seeking to control risk and enhance returns, hedged global bonds can improve outcomes for participants and sponsors. But how do plans incorporate global bonds in core menus and target-date funds?

If German Yields Break To New Lows, European Cyclicals Will Likely Follow by Team of GaveKal Capital

European cyclicals continue to be the weakest segment of developed global equity markets, and there doesn't appear to be much sign of that changing. We refer to the extremely strong relationship between German 10 year bond yields and the relative performance of European cyclical sectors.

Gold Gets Physical by Ade Odunsi of AdvisorShares

Its happening again – the gold cost of carry as defined by the one month gold forward rate has swung sharply into negative territory. This means that an investor is able to earn a positive carry from owning gold. This is unusual for gold markets and a relatively rare occurrence – the more common scenario is that because of the storage costs associated with gold, an investor would expect to have to pay a cost of carry to hold gold. Prior to the instance in July 2013, the last time that gold forward rates went negative was in November of 2008.

Why the Risk-Reduction Benefits of Bond Ladders Have Been Overstated by Joe Tomlinson

Proponents of bond ladders argue that they will significantly improve the security of financial plans. Others contend that the risk reduction benefits are merely a mirage. I side with the latter view and will explain why.

Why the Way You Work Destroys Productivity by Dan Richards

Research from brain science has highlighted four ways that our work routines sabotage productivity and identified four ways to increase our efficiency and effectiveness.

A Touching Way to Increase AUM by Daniel Solin

Nonverbal signals play a bigger role than you think in increasing your AUM. What you wear, your body language and "touching" have a meaningful impact on how prospects perceive you - within seconds of initial contact.

Career Center by Various

Find career opportunities for firms that seek to add financial advisors and planners to their staff. Read more to find out how to post opportunities at your firm.

A Process to Get Things Done! by Beverly Flaxington

Our firm has many new projects underway. Our owner expects us to finish everything quickly while still managing client accounts. How do we communicate that we are working hard and take these projects seriously but that we can't do everything at once?

Morningstar Responds to Our Analysis of its Ratings by Jon Hale

Morningstar's director of manager research responds to Robert Huebscher's article, A First Look at Morningstar's Analyst Ratings, which appeared last week.

The Hypocritical Assertions of CFP Lobbyists CFP Lobbying Organization Calls Out RIAs by John H. Robinson

Recently released research from the Financial Planning Coalition is likely generating the desired attention its media-savvy crafters intended, but an informed reading of the materials reveals a campaign that is at odds with the ethical preaching of its three member organizations.


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