Topic
Alternatives
A collection of 5 posts
Restarting the Cycle
A reboot has served Global Capital Cycles well, but that doesn’t make it a winner.
| 6 min read
Location, Location, Location
I’m committed to owning a globally diversified portfolio. But does that require a foreign real estate fund?
| 14 min read
Revved Up Real Estate
Real estate has delivered stock-like returns but with far greater risk than you’d think, given the fundamentals. What’s an investor to do?
| 12 min read
Vanguard’s Active Managers Cry Uncle
Vanguard is throwing in the towel on two of its active strategies: Alternative Strategies (VASFX) and Managed Allocation (VPGDX). The firm hasn’t given up on active entirely, but this is a big admission that, as I’ve said many times, adding complexity doesn’t lead to better investment outcomes.
| 4 min read