• Why Your Portfolio Needs Global Exposure

    Globally flexible managers have been shifting allocations of late, as it’s become more and more evident that U.S. stocks are overvalued and due for a correction, and as improving economic data and sentiment abroad boosts foreign markets.
     

     

    READ NOW >
  • The Dangers of Investing Complacency

    We are all aware that sustained volatility has been absent for an extended period; but the good times can’t last forever, and investors need to consider what changes are necessary to position themselves for success in the years to come.

     

     

    READ NOW >
  • Defining Alpha...It's Skill Not Excess Return

    Alpha may be a common investment term, but it remains commonly misunderstood. Market observers often define alpha simply as a fund’s outperformance relative to a benchmark. This misconception is not only incorrect, but ignores what alpha truly identifies: manager skill.

     

    READ NOW >
  • Managed Futures:
    Complex Strategy, Simple Purpose

    The algorithms underpinning managed futures strategies may be complex, but the strategy’s purpose is simple. In a single word: diversification. The following article shares the basics about managed futures strategies, explaining what they are, how they work, and most importantly, their role as a diversifier within a broader portfolio. 

    READ NOW >
  • Wall Street Mood MonitorTM

    The Wall Street Mood Monitor is a three-factor model gauging the climate or “mood” for active management within each sector. The factors include sentiment, earnings trends and correlations. Find out which sectors may be a sweet spot for active management.

     

    READ NOW >