Investing and Global Finance News

Tag Archives: Finance

ETF-Managed Portfolios Gain Momentum

Customized managed portfolio strategies involving low-cost exchange traded funds (ETFs) are continuing to attract advisors and investors in 2014. A recent report from Morningstar revealed that ETF-managed portfolios saw a 40% increase in assets last year, reaching $96 billion. Other strategies with more than half of their assets in ETFs had similar results.

ETFtrends.com explains that these strategies enable ETF strategists to create unique tactical short-term and strategic long-term portfolios in a remarkably dynamic market.  For example, the Financial Times recently reported that the largest ETF portfolio manager F Squared “has broken away from conventional benchmark investments, switching over to strategies that protect against falling markets.”

Morningstar’s report went on to identify the best performing strategy as the AthenaInvest global tactical ETFs portfolio managed by Thomas Howard. A former professor of finance at the University of Denver, Howard’s extensive research has “led to an investment strategy that seeks to take advantage of the ‘emotional crowds’ that drive equity prices.”

According to Howard, the current environment is ideal for equities, and may be the best seen in more than half a decade. He added that concerns about the outlook for the U.S. stock market are groundless.

Warren Buffet’s “Fundamentals of Investing”

Investment tycoon Warren Buffet recently shared an exclusive clip from his letter to Berkshire Hathaway shareholders, in which he lists the “fundamentals of investing”. Fortune Magazine shared Buffet’s points with the following bullets: You don’t need to be an expert in order to achieve satisfactory investment returns. But if you aren’t, you must recognize your… Continue Reading

The New Approach to Non-Profits

Bankers, investors and entrepreneurs are taking a new approach to philanthropy with finance-focused projects aimed at supporting global causes. “We get good yield,” explains Andrew Harris, an adviser of private equity firms at Forum Capital Partners and vice chairman of the non-profit Resolution Project. “We think it’s very different and, to use a Wall Street… Continue Reading

Wells Fargo Mortgage Business Going “From Great to Good”

On Friday, Wells Fargo & Co. reported a surprising 23% rise in first quarter profit. However, the bank’s mortgage business has showed signs of slowing while net interest margins shrink as well. Wells Fargo, the fourth-largest U.S. bank, has been considered the leading home lender ever since the financial crises. The bank’s recent decline in… Continue Reading

Oasis Investments Limited and Other Financial Firms Expand Throughout Asia

Many financial firms are taking renewed interest in Asia thanks to its recovering economies. Morrison & Foerster, a leading Capital Markets firm in Asia, recently opened its fifth office in the region. The new Singapore branch will be headed by Eric Piesner, managing partner for Asia and head of the real estate practice for the… Continue Reading

3 Concrete Investment Tips to Start 2013

Have you ever thought of taking some of that money you have just sitting in the cookie jar, or in the low-interest savings account, and investing it? The answer is probably yes, and the only reason you haven’t gotten around to it is that you just don’t know where to begin. Here are some tips… Continue Reading

New Year’s Resolutions for College Students

The new year is merely days away, and resolutions abound. Fox Business has compiled a list of recommendations for college students as they struggle with finances, studies and career goals. Consider Student Loans Student loan debt can be paralyzing. It’s important to know the specific policies of the loans and repayment terms. Shelley Solheim of… Continue Reading

Top 5 Business Rewards Credit Cards for Small Businesses

Though not covered by the Credit CARD Act of 2009, business rewards credit cards have a positive reputation amongst small businesses. According to the National Small Business Association, 37% of business owners are relying on credit to cover a portion of their costs. These credit cards feature expense-tracking tools that help organize and monitor company… Continue Reading

Savings Advice for the Uncertain Future

Endless economic turmoil, deepening employment concerns and inconsistent outlooks have left the masses scrambling for saving solutions and smart investment ideas. Though there is no single answer, many finance-focused companies have begun offering advice and information both on personal and public levels. For example, Primerica, a financial services marketing organization, recently released a list of… Continue Reading

Warren Buffet’s Keys to Success

Warren Buffet, founder of Berkshire Hathaway, is one of the most successful investors today. His experience and wisdom are both something to emulate, and many of his quotes have inspired businesses and individuals in the past. “When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever” And: “Rule No.… Continue Reading