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Research

Russell Reconstitution 2007: An Analysis

By Northern Trust | June 21, 2007

Northern Trust produces some of the best research and analysis in the industry on the annual Russell index rebalance.

Comin' Round Again

By William Bernstein | June 21, 2007

Bernstein looks at the growth of obscure ETFs and sees the root of the next bubble.

Fixed Income -- Juice Your Returns

By Allan Roth | June 05, 2007

A dyed in the wool indexer says that he can beat the market ... in fixed income.

The Executioner Of Excellence

By William Bernstein | May 07, 2007 For love, not money: why endowments are earning the best returns.

Active Indexer: Ready For the Downturn

By John Serrapere | April 19, 2007 The Active Indexer zigs and zags as the outlook for American stocks deteriorates.

Better (And More!) Bond ETF Choices

By J.D. Steinhilber | April 18, 2007 The new Vanguard bonds ETFs are just plain better, but kudos to BGI for the high-yield fund.

Don’t Let the Stars Get In Your Eyes!

By Larry Swedroe | April 08, 2007 I own last year’s top performing funds. Unfortunately, I bought them this year. ---Anonymous

Viewing Correlations

By David Krein | April 03, 2007 Correlation operates through the lens of different time periods.

A Market For Correlation

By David Krein | March 21, 2007 If non-correlated assets are the goal, why not have a market for correlation?

You Can Be Too Conservative

By Larry Swedroe | March 21, 2007 Yes, Virginia, you can be too conservative: even for risk-averse investors, stocks make sense.

Active Indexer: Rising Yen, Setting Markets

By John Serrapere | March 14, 2007 Update: The Yen rises above support, setting the stage for further drops in the market.

Letter To The Editor: Creeping Correlations

By Nik Bienkowski, ETF Securities | March 14, 2007 Commodities still work when it matters most: when the markets stumble.

The Keynes Fund

By Larry Swedroe | March 11, 2007 As Casey Stengel said, "[F]orecasting is very difficult, especially if it involves the future.”

Active Indexer: Yen Rising, Dollars Setting

By John Serrapere | March 07, 2007 The unwinding of the carry trade spells bad news for the equity markets.

Creeping Correlations

By David Krein | March 06, 2007 Where have all the uncorrelated assets gone? Krein ponders the plight of Modern Portfolio Theory in an age of high correlation.

The Ninth Wonder Of The World

By Larry Swedroe | February 21, 2007 Reversion to the mean, and what you should do about it.

Active Indexer: 2006

By John Serrapere | February 11, 2007 2006: Two worlds, in a year of many crosscurrents. Updating the portfolio for the uncertainty of 2007.

Back To Basics: Alpha and Beta

By Ed Hynes CFA | February 08, 2007 An introduction to two of the most common (and commonly misunderstood) terms in investing.

Global Warning

By IB Artman | February 08, 2007 There are many ways to Dublin - but not all are cheap.

JOI’s “Accessing Commodities” – Update for 2007

By David Krein | January 30, 2007 The pace of innovation in the financial markets can be relentless, and commodity-linked vehicles are no exception.
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