Morningstar: Советы Инвесторам на 2012 год

Недавно я посетила конференцию рейтингового агентства Morningstar «Лушие идеи и советы инвесторам на 2012» в Лос Анджелесе. Спикер Кристина Бенц - Директор по Личным Финансам Morningstar Inc. и автор книг о личных финансах, говорила о том:· Какие рынки сегодня перегреты и какие недооценены· Как использовать исследования для поиска свежих решений для инвестирования в фонды·...

ДАЛЬШЕ »

Are we going lower?

Last week the US market showed some signs of cracking its bullish momentum. The SP500 and NASDAQ fell out of their positive bullish consolidations (pennant patterns everyone is talking about) and broke back down into the August and October trading range. More bullishly, meanwhile, the DJ30 was actually holding above that trading range and continuing its pattern, also holding above the 50 day Exponential Moving Average (EMA), a line generally watched by large institutions. Looking at the SP600 (small cap stocks), it is pretty much doing the same...

ДАЛЬШЕ »

SHIP OF FOOLS?

Normal 0 false false false EN-GB X-NONE X-NONE ...

ДАЛЬШЕ »

Viaticals, Life Settlements and STOLIs... sound Russian but they are not!

Over the years, many clients have brought investments in life insurance policies to our attention as these have become popular as alternative investment funds. We have always been skeptical of the payouts and liquidity issues, but now two new court rulings show additional risks are involved. Investor beware! In light of two recent rulings by the Delaware Supreme Court, hedge funds and other investors will need to do their diligence to ensure that their investments abide by certain US state laws. And in any event, they should be prepared for insurance...

ДАЛЬШЕ »

В чем опасность "сложных" фондов ETF?

Готовлю статью для www.investcafe.ru под названием "В чем опасность фондов ETF?". В статье планирую обсудить следующие моменты: Основную озабоченность представляют "сложные" фонды ETF, использующие кредитное плечо, деривативы и долговые обязательства для увеличения своей доходности. Инвестор должен обязательно изучать КУДА и КАК инвестирует выбранный фонд. При выборе ETF обязательно необходимо обратить внимание на ликвидность. Высокий спрэд может дорого обойтись инвестору. Инвестирование в "сложные" ETF может повысить как волатильность, так...

ДАЛЬШЕ »

Put Buyers Betting On Decline In Volatility

According to an article in Bloomberg recently, the put to call ratio on the CBOE Volatility Index (VIX) is the highest it has been since January 2009. Currently, there are around 101 puts to every 100 calls on the VIX as traders bet that volatility will fall and the recent rally in stocks will continue. The bullish bets on the stock market come on the heels of a massive rally in the S&P 500 over the last week which has caused the VIX to fall to 30.56. This is signalling a return to some semblance of normality. The option activity is bullish...

ДАЛЬШЕ »