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Asset Allocation Views: Late-Cycle Investing
There are ample signs of change in the wind: The Federal Reserve is raising short-term interest rates, and U.S. inflation is at target for the first time since 2012. The global trade order that has existed for decades is being disrupted. Several economic indicators are running hot even as the current U.S. expansion has begun its tenth year. Volatility is
Bruce Flatt 'Durable Principles for Real Asset Investing'
In this talk, Bruce Flatt, CEO of Brookfield Asset Management, shares his journey, the challenges faced by Brookfield over the decades, key ideas that have shaped it’s philosophy for successful investing and principles for enduring through times good and bad. Brookfield Asset management is a leading global alternative asset manager and a global value investor with a focus on the
Alternative Investments for the Real World
My last four blogs have defined alternative investments, explained why I believe investors should consider them, discussed performance expectations and outlined how to deploy alternatives in a portfolio. In this final installment of my series, I will apply these lessons to the current volatile market environment and discuss which alternatives may be able to help in various scenarios. Below, I’ve
Income Fund Portfolio Managers Discuss Rising Rates and the Impact on Bond Investors
After years of relative calm, bond investors are suddenly facing the reality of rising interest rates in 2018. The portfolio management team for the PIMCO Income Fund, Daniel Ivascyn and Alfred Murata, discuss the implications for investors. Q: What would you say to bond investors who are worried about rising interest rates? Ivascyn: That is a very good question, and
Bruce Berkowitz on Value Investing, Investment Philosophy and Valuation
An interview and Q&A with Fairholme Capital’s Bruce Berkowitz. In this interview, Bruce discusses his approach to investing and how he values a company. Bruce also talks about sectors he is focusing on and value investing. Q2 hedge fund letters, conference, scoops etc Fairholme Capital's Bruce Berkowitz: Value Investing, Investment Philosophy And Valuation Transcript At Fairholme we tend not to
Stephen Schwarzman: Investment Strategies, Creating Blackstone and Life (2018 & 1999)
An interview with billionaire private equity titan and founder of Blackstone, Stephen Schwarzman. In this interview, Stephen discusses his unusual investment strategies and creating the firm, Blackstone. Stephen also talks about his life, worries for the future and advice to young people. Q2 hedge fund letters, conference, scoops etc Stephen Schwarzman: Investment Strategies, Creating Blackstone And Life (2018 & 1999)
Why Should Investors Consider Alternatives?
Explaining the basics of alternative strategies Alternative investments (alts) were first embraced by institutions, and some people still view them as a complex solution for complex needs. However, a growing number of alternative strategies are now available via mutual funds. This allows alts to be used by everyday investors to help meet three of their most common investment objectives: building
How to Avoid a Fund Blow Up
#GapYear1992 Its 2.4 miles from Hampstead Village to Golder’s Green in London. A 12 minute drive thru narrow, winding roads during non-peak hours. We did it in 6! At 2am in the morning. To the ear splitting music of “Under the Bridge” by the Red Hot Chili Peppers I had just finished my shift. Read more at Advisor Perspectives. Photo:
Preferred and Capital Securities Fund: Bank Fundamentals Haven’t Been This Strong in Decades
SUMMARY Given the strength in bank fundamentals, preferred securities may offer opportunities to generate higher yield and higher return than traditional fixed income. PIMCO’s Preferred and Capital Securities Fund (PFINX) seeks attractive investment ideas in bank securities around the world, diversified across issuers, currencies and structures. We see opportunity for total return in many financials outside the U.S., especially in
Despite the Recent Wreck, Tech ETFs Are Luring Investors This Year
Perhaps not surprisingly, data indicate the sector analysts' are most bullish on is technology. Over the past year, the Technology Select Sector SPDR (NYSE: XLK) and the tech-heavy PowerShares QQQ (NASDAQ: QQQ) are up 24 percent and 22.6 percent, respectively, while the S&P 500 is higher by 13.7 percent. "With the end of the first quarter approaching, where are analysts