Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.
<i>Breakfast with Benjamin</i>: The biotech stock bloodbath is starting to look like more than just political bluster.
Stock market volatility drives up the appetite for alternative strategies.
<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.
<i>Breakfast with Benjamin</i>: A flat return for cash is turning out to be the best bet out there, which should send a message to the Fed and the markets.
<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.
The trick is knowing when and where to move in or out.
Strategies designed to ride market waves provide the best upside in a market that points down.
<i>Breakfast with Benjamin</i>: Turns out, rare trips to the U.S. by a Pope have not always been good for stocks.
Change in focus away from jobs and inflation could mean increase is off the table until global economies recover.
Risk parity comes under scrutiny for its potential impact as prices slumped. The upshot: Maybe not
<i>Breakfast with Benjamin</i>: Lynn Tilton is now being charged with 'grossly' mismanaging $100 million in investor assets, which she denies.
<i>Breakfast with Benjamin</i> The atrophy of the manufacturing sector as commodity prices wane is wreaking havoc on a number of advanced economies.
Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously
Central bank cites cloud of concern over weakness of the global economy, surging U.S. dollar and sleepy economy, but some advisers said the Fed should have lifted rates.
New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.
<i>Breakfast with Benjamin</i>: Janet Yellen's September delay could lead to a December repeat of the taper tantrum.
The strategy can help deliver gains when times are good but can damage the diversification investors often blindly rely on when allocating to many index-based ETFs.
<i>Breakfast with Benjamin</i>: Deutsche Bank lays out seven reasons why the Fed won't raise rates next week.
Bold bets, market fears have investors heading for the exits despite longer-term outperformance.
