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Peter L. Bernstein is one of the most respected authorities on the markets and financial theory, and we were privileged to interview him last week. He shares his thoughts on the credit crisis, active management, and why he now owns gold in his portfolio. Peter has also studied the investment techniques used by the Yale Endowment, and explains how they can and cannot be applied by advisors.
With the prospect of a recession looming, advisor Jim Lavorgna provides the official definition of a recession, and explains the data used in this determination.
We look at the most popular mutual funds in the Advisor Perspectives universe, and examine the performance of actively managed funds over the last nine months of 2007, dating back to the inception of our service.
Our articles last week on market timing drew a number of responses from our readers. We publish one letter which questions whether these studies properly adjust for risk, and we provide the response from the author of one of the studies.
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