The Beta Investment Report
A monthly newsletter providing comment, context and analysis for the major asset classes and asset allocation strategies

The Beta Investment Report is a strategic-minded newsletter edited by James Picerno, who's also the editor of The Capital Spectator. Available only by subscription, The Beta Investment Report is published mid-month, 12 times a year. For more information about BIR, or to subscribe, please visit the newsletter's web site at BetaInvestment.com.

The Beta Investment Report is an independent-minded newsletter intent on finding value-based opportunities in the global capital and commodity markets for use within strategic and tactical asset allocation frameworks. BIR evaluates the world's major asset classes--the so-called betas of stocks, bonds, real estate (REITs), commodities as well as their principal subcategories--and index fund products in search of historical perspective and prospective opportunity with regards to portfolio construction. Informed by a deep understanding of finance theory, empirical research and real-world performance records, the newsletter offers timely advice and analysis for individuals and institutions with medium- to long-term investment horizons. BIR's core readership is focused on the design and management of globally diversified investment portfolios using index mutual funds and exchange traded funds (ETFs) in a dynamic asset allocation setting. BIR is also a valuable resource for active-management-oriented investors and strategists who are looking for "big picture" perspective.

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