Benjamin Bailey and Delmar King discuss bubbles and values-based fixed income investment. Read More
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
We’re not particularly fond of funds that try to implement hedge fund-like strategies in an open-ended fund structure. But that doesn’t mean they’re all bad--in fact, some are quite good at delivering the results they promise. Read More
You may not have a Facebook page or know how to send a tweet, but technology is changing the way the world communicates. In fact, the US State Dept recently asked Twitter to delay a system upgrade because posts from Iran proved to be a valuable intelligence resource. Here’s how to leverage those sorts of technologies in your portfolio. Read More
These are the top funds in five major categories, ranked according to three-year returns. We primarily consider funds with managers in place for at least three years; the only exceptions are managers with at least three years’ experience in a similar capacity. We don’t rank funds with front- or back-end… Read More
Leverage almost brought down Wall Street. But even while markets tanked last year, leveraged funds enjoyed huge inflows as investors bet the decline would continue. From a long-term investor's perspective, most of these funds miss their targets. Read More
This fund flies like a vulture. Read More
Join the foreign legion with these bond funds. Read More
Specific investments recommended by advisers on pages 6 through 9 (in each issue, you’ll find them highlighted in blue) are tracked below for one year, until the adviser no longer would buy the investment or until he or she no longer covers it–whichever comes first. It is our hope, however,… Read More
The power of leverage. Read More
General Motors lives to fight another day thanks, but some individual bondholders were crushed by the hand that feeds it. We examine what some consider a dangerous precedent. Read More