Spotlight: Alternative Investing
Investors need to understand what drives
returns to know which alternative investments
create a truly diversified portfolio.
Beware the Lure of Diversification
Is Getting Grayer
Globally, almost all
populations are getting older.
Europe’s sovereign debt
crisis provides a glimpse
of the economic troubles this
aging will cause, economist
Edward Hugh says.
Waiting to Pull
Small caps have reached the
top of their cycle, manager
Eric Cinnamond says.
He’s hoarding cash for when
the market turns.
To truly diversify a traditional portfolio, alternative investments need to be cheap
and behave differently than stocks and bonds.
Using Alternatives in Practice
Advisors and clients need to understand what they’re buying and the role a strategy
has in a portfolio.
Managed Futures and Cash Rates
Before attempting to cash in on managed-futures funds, understand how these
funds use cash.
Table of Contents for the Digital Edition of Morningstar Advisor - June/July 2013