Blog Posts tagged "alternatives"

Income Report Card | February 2017

Author: Nathan Rowader
Date: February 16, 2017
Category: Asset Allocation, Financial Planning
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Emerging market (EM) stocks increased by 5.48% during the month of January, as measured by the MSCI Emerging Markets Index. This gain is a continuation of the strong performance in 2016 and helps bolster the case that the emerging markets may be heading toward a better return cycle relative other markets.

Income Report Card | January 2017

Author: Nathan Rowader
Date: February 10, 2017
Category: Asset Allocation, Financial Planning
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Assuming you believe the case for economic growth highlighted above then which markets should benefit? As of right now, the least expensive markets are in the emerging markets including Russia, China, South Korea and India. Additionally, many of these same countries have the wind at their back with strong momentum. Meanwhile, some of the most expensive markets are developed countries such as the United Kingdom, France, Canada, Italy and Spain. Which are also exhibiting very weak momentum. A combination of poor valuation and a lack of investor enthusiasm usually spells trouble.

Allocating to Alternative Investment Strategies | Part 2

Author: Nathan Rowader
Date: November 11, 2014
Category: Alternatives
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In part 1 of this series, I introduced a simple way to identify when we are in a bull or bear market. I then took this method and examined how certain types of hedge funds have performed in each of these market conditions. This week, I am going to use this information to propose a simple allocation strategy that an investor could employ in order to determine which alternative strategies (or alternatives) should be used and where to deploy them in the portfolio.

Allocating to Alternative Investment Strategies | Part 1

Author: Nathan Rowader
Date: November 6, 2014
Category: Financial Planning
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Following the market declines in 2008 and 2009, many investors have shown interest in alternative investment strategies such as hedge funds and mutual funds that employ hedge fund-like strategies. These types of strategies have been around a long time, but until recently their use among individual investors has been somewhat limited.

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