Benjamin Shepherd

Benjamin Shepherd is a recognized exchange-traded fund (ETF), mutual fund and stock expert with an extensive background analyzing time-tested funds, including their managers and strategies. Ben looks for investments that have proven themselves in both bull and bear markets. Ben also specializes in covering emerging markets, pinpointing the most dynamic investments in developing nations for market-beating growth.

Ben is an analyst for Global Income Edge and regularly contributes to Personal Finance, Investing Daily’s flagship product. 

Analyst Articles

Japan is generally derided as an economic mess, but investment opportunities abound in the nation’s export sector. Indeed, Asia’s emerging middle class is creating new markets, which makes Japanese firms less dependent upon their nation’s domestic economy. Read More

Generations of investors have traditionally followed an allocation strategy which called for holding 60 percent of assets in stocks and 40 percent in bonds. But recent experience has shown that such a strategy doesn’t always preserve capital; during the global financial crisis nearly every traditional asset class fell in tandem. But there are a number of alternative asset classes that can cushion investors’ portfolios against downside risk by maintaining their value when the markets fall. We recently spoke with Steve Hammers, portfolio manager of Encompass EMP Alternative Strategies Fund (CAIAX, 888-944-4367), to learn how multi-asset alternative funds can help investors hedge against market downturns. Read More