Investments

China’s Changing Fallback Image Decorative pattern

Market Insights

China’s Changing

Skeptical of investing in China initially, Joseph Tse changed his mind about five years ago and reflects on the lessons of experience. “At the margin, things are changing dramatically,” says Tse, manager of Fidelity Far East. “Companies that we’re meeting today are also dramatically different, new IPOs (initial public offerings); the opportunities have grown by […]

By Diana Cawfield |April 1, 2009

3 min read

Active or passive Fallback Image Decorative pattern

Market Insights

Active or passive

The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term. The inevitable conclusion would have been that everyone should buy low-fee, index-tracking exchange-traded funds […]

By David O'Leary and Brian O'Neill |April 1, 2009

5 min read

Alternative matters Fallback Image Decorative pattern

Market Insights

Alternative matters

At a time when correlations are going to one and every asset category has suffered declines, some see alternative investments – in hedge funds, private equity, real estate – as viable still, but, more than ever requiring careful, educated analysis. Advisor Group reporters recently talked to Craig Asche, executive director of the six-year-old Chartered Alternative […]

By Scot Blythe |March 31, 2009

11 min read

Debt trap Fallback Image Decorative pattern

Market Insights

Debt trap

Last month, we looked at some of the perils of leveraging, using actual market data starting in years 1990 and 1973. Of course, plucking two years out of history can’t reveal the entire picture, so let’s look at a cost versus benefit calculation for all years since 1900, using a leveraging calculator based on market […]

March 30, 2009

5 min read