From Best Return to Safety and Liquidity: A 5-year look at trends in investing
by Carly Schulaka
For the past five years, FPA's annual Trends in Investing study has sought to gauge the investing products and strategies used by advisers, and data from those studies illustrate how investing trends bend and shape with time, particularly in response to economic conditions.
The Rise of Tactical Asset Allocation
by Michael E. Kitces, CFP®, CLU, ChFC, RHU, REBC
Although not widely discussed across the profession, FPA's latest Trends in Investing study reveals that the rise of tactical asset allocation has quietly but steadily been under way and in fact now constitutes the majority investing style.
What It Really Means to Use Alternatives in Portfolios
by Brad McMillan, CFA, CAIA, MAI, AIF®
While we know that past performance is no indicator of future results, the results of our firm's managed portfolios suggest that alternative strategies do work, with overall risk reduction observed in most portfolios over most time periods compared with similar portfolios without alternatives.
Eurozone Economic Outlook: Struggles Create Opportunities
by Carsten Brzeski
Higher, faster, longer. With the Olympics and the European soccer championships this summer, Europe will once again celebrate these superlatives, enjoying the race for the gold medal. However, when looking at the eurozone, these superlatives remain limited to sports. The economic outlook is rather dire, and it will take a lot of time before these superlatives return to the economy.