To fully understand alpha-seeking alternatives, bring beta on board.
Morningstar and Barron's ninth survey sheds some much-needed light on alternative investment flows, usage, and allocations.
A new managed-futures Morningstar Medalist joins the trend.
Diversification and size limits are key to managing risk in short positions, says Alternative Fund Manager of the Year team member Ali Motamed.
Nontraditional bond funds may prove more resilient when rates rise, but watch out for credit risk.
This large alternative fund has outperformed the S&P 500 in volatile years, but investors should be mindful that the fund could experience more volatility in the future.
The combination of manager skills and lower beta make these funds attractive options for investors seeking low-volatility equity exposure.
The AQR Managed Futures management team--Morningstar's 2013 Alternatives Fund Manager of the Year award winner--describes what the fund's diversified trend-following approach can add to a portfolio.
These nominees are topnotch.
Introducing alternative beta, smart beta's not-too-distant cousin.
How multicurrency funds can help.
How to ensure the medicine isn't worse than the disease.
2012 Morningstar Barron's Alternative Investment Survey results.
Despite their complexities, investing in convertible securities and market-neutral strategies makes sense amid heightened volatility and uncertainty, says Calamos Investments' John Calamos.
RiverNorth's Eric Metz discusses his firm's reasons to create an open-end buy-write strategy fund and how the portfolio is positioned to mitigate risk.
New options for investors seeking all-in-one alternatives exposure.
Altegris' Matt Osborne explains the reasons behind the growing popularity of managed-futures strategies and how investors should approach these types of funds.
There is no guarantee that the Fed will be successful in keeping rates low until 2013, so investors should protect themselves against rising rates, says Bandon's Bill Woodruff.