Stephen Simpson

Stephen D. Simpson, CFA is a former Wall St. sell-side analyst who currently spends most of his time writing about investments, business, and the economy. He has worked as an equity analyst for both sell-side and buy-side investment companies in both equities and fixed income, and been a freelance writer for ten years. Stephen's consulting work has focused primarily upon the healthcare sector, while he has also written extensively for publication on topics pertaining to investments, security analysis, and healthcare. Simpson operates the Kratisto Investing blog.

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Stephen Simpson

Ultimate Guide To IndexIQ Hedge Multi-Strategy Tracker ETF (QAI)

by on October 22, 2012 | Updated October 23, 2012

Even though the definition of “hedge fund” has changed over time, morphing from largely market-neutral strategies to a much wider variety of leveraged strategies, most retail investors still can’t get into these lucrative funds. As such, the IQ Hedge Multi-Strategy Tracker ETF (QAI) is an intriguing offering, as it seeks to replicate the performance of a group of diverse hedge fund investing styles including: long/short equity, event-driven, and fixed income arbitrage [see How To Pick The Right ETF Every Time].

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Preferred stock investing just isn’t what it used to be. Once a relatively common way for companies to raise money, the expansion of the corporate credit market has largely consigned preferred stock to private/venture-stage companies and financial corporations like banks. That said, preferred stock still boasts some very appealing attributes; this asset class is known for often exhibiting volatility levels comparable to fixed income, while marrying a steady income stream with the potential for capital appreciation. For investors looking to hold a portfolio of preferred stocks, the S&P U.S. Preferred Stock Fund (PFF) is an option to consider [see How To Pick The Right ETF Every Time].

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What Is An ETF?

by on August 1, 2012

Exchange-traded funds, or ETFs, are some of the most popular investment products on the market today, despite having been with us for only about 20 years. ETFs have succeeded because they offer investors so many benefits – including easy diversification, flexible trading, tax efficiency, transparency, and the opportunity to invest in many markets and asset […]

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