William Harding of Morningstar Investment Management, head of alternatives research Nadia Papagiannis , and ETF analyst Tim Strauts outline smart diversification strategies in this 50-minute roundtable discussion.
Alternative investment strategist Nadia Papagiannis outlines the role of alternatives in a portfolio, what to avoid, and two picks to consider.
Morningstar's head of alternatives research Nadia Papagiannis describes the flavors of long-short equity funds, which can hedge investors' equity risk exposure, along with three funds that top her watch list.
TFS' Eric Newman, whose team earned Alternative Managers of the Year honors, says watching for insider signals mainly in small caps allowed their fund to pull in the best absolute return in its category in 2012.
Van Eck's David Schassler focuses on multialternative strategies for his clients and says any alternative allocation lower than 10% enters into 'why bother?' territory.
Morningstar's article, blog, and video coverage of the 2012 Investment Conference.
Morningstar.com's article, blog, and video coverage of the 2012 Investment Conference.
While duration exposure remains troublesome, large-scale bank deleveraging in the last year has credit markets looking ripe for investment, says Driehaus' K.C. Nelson.
During the most recent market downturn, a handful of offerings did not stand their ground.
Morningstar hosted its second ETF Invest Conference Sept. 22-23 in Chicago.