John Serrapere of Arrow Insights adjusts his portfolio for the troubles to come. M&A funds, VIX ETNs and commodities are attractive.
IU.eu Staff Monday, 14 September 2009
Eliminating negative alpha should top investors’ ‘to-do’ lists.
As uncertainty persists, bonds see surge in flows while commodity ETFs top $20 billion in net inflows by the end of July.
With the 'easy money' in financial markets already made—thanks to the S&P 500 being up 50% since March—economic recovery will be the key factor in stock market returns.
The U.S. economy could face tough times by this time next year. The intersection between politics and business is going to be a key.
The era of excessive spending with cheap credit and a strong currency is over.
Small-caps are outperforming again. But value's back in large-caps. So what's the trade-off when allocating between size and style?
Stocks are surging in all sizes and classes. At the same time, traditional bastions of value and growth are being thrown by the wayside.
How independence can tell you if the beta climate is too hot, too cold or comfortable.
Does observer bias limit the value of investors' interpretations of asset prices?
Here's a breakdown of short-term bond ETFs now available and how they compare with their peers.
Vanguard's CIO doesn't see equities as any less appealing these days, and warns investors not to get too carried away with exotic asset classes.
Let me be clear: I was not arguing in my last blog that the Benjamin Graham ETN is the best total market ETF/ETN on the market today.
If you're looking at January performance, the answer is clear: the ELEMENTS Benjamin Graham Total Market ETN (NYSE Arca: BVT).
With growth stocks creaming value, one might ask the question.
Growth stocks are clobbering value stocks in 2009, in what is a sharp reminder that "value" does not equal "safe."
Investment takeaways worth applying in the new year.
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