Byron Wien: Recession Fears Are Overblown

When the yield curve inverted earlier this year, Blackstone’s economic model predicted a recession in the next 20 months. But Byron Wien cautioned against relying on that forecast. Q3 2019 hedge fund letters, conferences and more Wien is the vice chairman for private wealth solutions at Blackstone. He spoke to investors [...]

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How To Navigate The Maze Of Model Marketplaces

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay For those advisors seeking to outsource their portfolio construction, the proliferation of model portfolios leaves them with an overwhelming challenge to properly analyze the [...]

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My Response To Ken Fisher: We Can Do Better As A Profession

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more RoyalAnwar / Pixabay I’m not going to revisit the well-covered outrage over Ken Fisher’s offensive remarks at the Tiburon conference. Instead, I’m going to propose how our [...]

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False Alarms: How The Cost Of Carry Impacts The Deficit

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more If the debt of the public or private sector were viewed the same way we measure that of a corporation, no alarms would be sounded. Given [...]

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How Long Can A Good Fund Look Bad?

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor [...]

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Evaluating Reverse Mortgages As Investments

Reverse mortgages have been receiving considerable attention in recent years as a retirement planning tool, with particular focus on the line of credit (LOC) feature. Retirees may be able to use a LOC to provide additional funds for retirement or in more specialized ways such as supplementing retirement savings [...]

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A Statistical Profile Of The Ultra-Wealthy

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 hedge fund letters, conference, scoops etc ArtTower / Pixabay According to the latest report from Wealth-X, a company that claims to be the global leader in wealth information, the wealthiest one-tenth of one percent [...]

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Economists: America Is No Longer Great

America is no longer great, according to two prominent economists. In a new book, they present a compelling argument that the U.S. is rapidly losing its technology edge to China. The culprit is a lack of public investment in research and development, something not easily remedied. Q2 hedge fund letters, [...]

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A Survey Of Volatility Products

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay Despite the extraordinary events of February 5 last year, resulting in no less than five VIX futures-linked exchange traded products (ETPs) being withdrawn, VIX ETPs [...]

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The Culture Shock Facing New RIAs

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Wirehouses and banking institutions, particularly those that emphasize product sales over a collaborative office culture and positive client experience, create a stressful atmosphere. Advisors leaving [...]

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Part 2: Why The Gasoline Car To The EV Is Like The Horse To The Car

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 hedge fund letters, conference, scoops etc MikesPhotos / Pixabay The complexity of the traditional internal-combustion engine (ICE) car is mind-boggling. Several thousand moving parts are interconnected by belts and gears and need to be [...]

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Understanding The Great Repo Fiasco

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q2 hedge fund letters, conference, scoops etc cegoh / Pixabay Imagine approaching a friend who you think is very wealthy and asking her to borrow $10,000 for just one night. To entice her, you offer [...]

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Shiller: A Recession Will Doom Trump

A recession would doom President Trump’s reelection chances, according to Robert Shiller. But he said the chance of that happening before next November is less than 50%. Q2 hedge fund letters, conference, scoops etc Shiller is a professor of economics at Yale University and a co-recipient of the 2013 Nobel Memorial [...]

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The Five Most Common Misconceptions By Clients

Some clients are surprised at how I look at critical financial decisions. But when I reframe them from the conventional way of looking at those decisions, I can get them to shift longstanding beliefs and make changes. Here are a few decisions and starting points from the client. Q2 hedge [...]

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The Friction Between Bulls And Bears

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 hedge fund letters, conference, scoops etc geralt / Pixabay We're in a transition period from a bull to a bear market and from an economic expansion to a contraction (recession). Anyone who denies this [...]

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Gundlach: Rates Have Bottomed

It is our practice to report on Jeffrey Gundlach’s webcasts. Unfortunately, due to a technical error, we were unable to record yesterday’s webcast. Our article below is based on reporting from other web sites: Zero Hedge, CNBC, Yahoo and FA Mag. Q2 hedge fund letters, conference, scoops etc The yield on [...]

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Q&A With Brandes: Why Look For Opportunities Overseas?

Matthew Johnson is the Director, Private Client Sales, at Brandes Investment Partners, L.P. His responsibilities include sales management, product distribution and business development, as well as developing the strategy and planning and executing the firm’s field sales efforts. He joined Brandes in 1993. Q2 hedge fund letters, conference, scoops etc rawpixel [...]

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The themes of a recent must-attend financial conference were centered on how very complex asset management could make a ton of money for your business

Am I the only one who is growing concerned about the current trajectory of the financial planning profession? Q2 hedge fund letters, conference, scoops etc stevepb / Pixabay The trigger for this column came when I saw the enormous hoopla around the recent WealthStack conference in Scottsdale, AZ – billed on social [...]

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How Private Equity Destroys Investors’ Wealth

Private equity investing has created enormous wealth for those fortunate to be the general partners of a fund. But for regular investors – the limited partners – recent studies show that when properly adjusted for risks, PE returns lag those of the less risky public markets. Moreover, there is [...]

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