by Sarah Bauder | May 14, 2019 | Portfolio Management
As defined by the Securities and Exchange Commission, an accredited investor is a high-net-worth individual, large corporation, bank, trust, amongst others, with privileged access to higher-risk investments. This status is granted based upon fulfilling at least one of...
by Sarah Bauder | May 13, 2019 | Portfolio Management
Traders who are willing to shoulder the risk of binary options have the potential for substantial profit on price fluctuations in the markets. However, this oft-misunderstood financial product has a contentious history. In this article, experts weigh in on whether or...
by Sarah Bauder | Apr 30, 2019 | Portfolio Management
More and more people are turning to alternative stocks and investments as a diversification strategy for their portfolio. In this article, industry experts weigh in on some alternative stocks and investments to own in 2019, and why they are a good choice. Gold Stocks,...
by Sarah Bauder | Apr 24, 2019 | Portfolio Management
You may have left a specific job years ago and it’s nothing but a distant memory, but one question still remains – what to do with the savings in your old 401k? Of course, the answers are multitudinous and will vary with everyone. Yet, considering that the...
by Wesley Crowder | Feb 14, 2019 | Portfolio Management
Before you choose one of the Top Investment Newsletters for 2018-2019, you need to understand concretely what your investment and trading objectives are first. Here we look at the differences between the major strategies offered by the various types of financial...
by Gino D'Alessio, CAIA | Mar 30, 2016 | Portfolio Management, Private Equity, Real Assets, Real Estate
The report released recently by Prequin shows how institutional investors are increasing their allocations to alternative assets and intend to continue increasing allocations in the future also. Infrastructure, Private Equity and Debt come out as being institutional...
by Gino D'Alessio, CAIA | Mar 24, 2016 | Hedge Funds, Portfolio Management
Hedge Funds have not had a great start to this year, along similar lines to more traditional assets like stocks. Global stock markets have felt the jitters from a faster than expected slowdown in China and fears of interest rate hikes happening at too Hedge fund size...
by Michael Panzner | Mar 21, 2016 | Angel Investing, VC and P2P, Portfolio Management, Pre-IPO Shares
In theory, the recent rebound in equity markets—especially in technology-related shares, which were major laggards as the year unfolded—should be great news for young companies. As discussed previously (see here and here), valuations, activity and interest in private...
by Michael Panzner | Mar 14, 2016 | Portfolio Management
Last Thursday, the European Central Bank announced its latest stimulus measures, which many observers characterized as a quantitative easing, or QE, “bazooka.” The initiative was comprised of several components: four rounds of targeted long-term...
by Gino D'Alessio, CAIA | Mar 12, 2016 | Hedge Funds, Portfolio Management
Hedge Funds that trade in distressed debt usually have their best years when there is an increase in the corporate bankruptcy rate. When there is an economic downturn, usually there are also more companies in distress. This is when Distressed Debt Hedge Funds take...
by Michael Panzner | Mar 7, 2016 | Commodities, Hedge Funds, Portfolio Management
Sometimes the reasons for betting on or against a certain investment seem compelling. Not only do various rationales appear supportive when viewing things from the bottom up, they are often confirmed by a top-down perspective. And yet, it is not unusual for these...
by Gino D'Alessio, CAIA | Mar 5, 2016 | Portfolio Management, Real Estate
Commercial Real Estate has had an incredible run since its financial crisis lows in 2009. This sector outpaced the broader residential S&P Case-Shiller Index and has reached levels that have surpassed the pre-crisis highs. Commercial real estate (CRE) includes...
