Wela Strategies' Mitch Reiner details the reasons behind starting new firm to roll out ETF strategies with simplified investment philosophies and fewer layers of costs for investors with smaller accounts.
Given that markets are operating in uncharted territory today, allocating to asset classes that probably weren't traditionally found in retirement portfolios may be appropriate, says Windham Capital Management CIO Lucas Turton.
With lower expected equity returns for the remainder of the year but the thirst for yield still prevalent, investors should consider dollar-cost averaging in and out of positions, says Sage Advisory's Anthony Parish.
HAHN Investment Stewards CIO Tyler Mordy describes how his multidisciplinarian process based on fundamental, technical, and behavioral factors is adaptable across borders.
Dr. Gerald Buetow of Innealta Capital details the flexibility ETF managed portfolios have in taking on multiple investment styles and also says ETFs could wipe out a lot of mutual funds.
JAForlines Global's John Forlines III discusses his firm's strategy, the correlations and emerging trends in global credit markets, and the impact of behavioral finance in ETF managed portfolios.
ETFs allow fixed-income investors to put money into markets that were previously inaccessible, but the abundance of funds can complicate the decision-making process, says Wela Strategies' Mitch Reiner.
Metropolitan Capital CEO Sharon Snow discusses how her firm strives to be a guardian of clients' wealth by using an approach to ETF strategies that differs from the industry norm.
Sage's Rob Williams says such income strategies offer the benefits of investing outside the bond market altogether and into REITs, MLPs, and dividend-paying stocks.
Accuvest Global Advisors' David Garff discusses the benefits of using CDS spreads in evaluating country-specific risk, how he looks at country correlations, themes driving non-U.S. equities, and more.
The growth in ETF managed portfolios has created numerous choices and complementary strategies for advisors to better serve their clients, says RiverFront's Peter Quinn.
Quantitative Advantage's Tom Fox is seeing a shift in advisor interest in alternative ETF portfolios as the asset class becomes more popular.
Windhaven's Eric Biegeleisen discusses his firm's broad approach to ETF selection and its focus on the tracking, trading, and structural aspects of such funds.
After the tech crash and financial crisis, client demand for more tactical solutions increased, eventually leading to growth in tactical ETF managed portfolio strategies, says Good Harbor Financial's Neil Peplinski.
Astor Asset Management's Rob Stein describes how his firm is managing their fixed-income strategy amid a proliferation of ETF products, drama in the eurozone, and the potential for interest rate normalization.
Active managers are finding many uses for passive funds.
Certain international real estate markets are offering very strong fundamentals and long-term growth prospects at better pricing than the U.S. and U.K. real estate markets, says Third Avenue's Jason Wolf.
Our new data point gives investors a quick review on how their funds' fees stack up.
A dramatic decrease in uncertainty and limited supply growth bode well for commercial real estate firms, says JP Morgan US Real Estate's Ken Statz.
The Baird CIO says the firm is focused on keeping the quality of the portfolios high and sees good value in financial intermediary bonds.
The value shop runs its own show, though.
Find out why this fund's recent attention is well-deserved.
First American Real Estate Fund's Jay Rosenberg on the drivers behind real estate funds' recent performance and the fundamentals and outlook today.
These are unique allocation benefits to owning infrastructure companies and many look very attractively valued, says First American Global Infrastructure Fund manager Jay Rosenberg.
This fund family's corporate culture has mellowed, and investors likely will be better-served by it.
Richard Weil takes over as CEO of Janus.
Janus' Gibson Smith says we've entered a phase where security selection is vitally important.
WHG Income's Mark Freeman on what happens to government debt, Treasuries, and agencies when the Fed's asset-purchase program ends and possible sales begin.
Flexibility is a common trait in this handful of front-runners.
WHG Income's Mark Freeman says investors will have to look at nontraditional areas of the income market to offset the impact of higher inflation.
Diamond Hill has been stable while competition wobbles.
Former Morningstar executive to lead fund family.
Although not anticipating huge gains, ICAP's Jerry Senser says some may be surprised at how good the economy and earnings may turn out to be.
ICAP's Jerry Senser cites high debt levels and geopolitical risks in the Middle East as among the biggest concerns to the healing economy.
ICAP's Jerry Senser says investors can access the emerging markets through some of the companies that have large business operations there or via energy investments.
ICAP's Jerry Senser says the dollar should remain a reserve currency for a long period of time, but the government will need to show budget responsibility.
Jerry Senser says Mainstay ICAP International has increased exposure in sectors that would have some sensitivity to a pickup in economic activity and sees opportunity in Japan.
How Perkins' Jeff Kautz weighs risk and opportunities in the current market.
Janus' co-CIO Jonathan Coleman says the market is not differentiating high- from low-quality companies in many sectors.
Janus' co-CIO Jonathan Coleman on the fund shop's recent relative performance and research enhancements.
ICAP's Jerry Senser says CVS Caremark's balance sheet characterizes the type of strength that is key in a subdued economy.
ICAP's Jerry Senser says his funds are maintaining focus on the highest-quality financials.
The ICAP CEO and CIO says the macro conditions could be worse abroad than domestically.
Recent fund company actions have us scratching our heads.
Where Morningstar Fund Analyst Pick manager Susan Byrne looks for stability in a tumultuous market.
We're big fans of the fund, but we worry about the latest wave of investors coming in.
Taking the time to sift through the pile can reap long-term rewards.
Three great funds that have been flying under the radar.
Call up funds from this bench if you need a lineup change.
Heed this basic advice to help you make the right decision.