Barron's reporter, Shuli Ren poses the question "How Much Weight Should EMs Have In Your Portfolio?" She spoke with Steve to talk about exposure in Emerging Markets and whether or not the MSCI ACWI’s 8% exposure is enough. To read the article on Barron's, click here. [...]Read More >

"For near-term boost, go with high-yield fixed income" By Jeff Benjamin Excerpt: "Yes, high yield is attractive right now, but there are also significant risks when your starting point is low interest rates and narrow spreads,” said Steve Blumenthal, chief executive of CMG Capital Management [...]Read More >

In last week's Wall Street Journal Voices column, Steve discussed benchmarks and how to have a conversation with your client that sets proper expectations for portfolio returns relative to benchmarks. Excerpt: As human beings we're competitive and we want what's best. So when clients see the [...]Read More >

Click here to listen to Steve's interview on Taking Stock with Pimm Fox & Carol Masser on Friday. He touches on high valuation in the markets, expected forward returns and why it's important to set proper expectations in today's market environment. [...]Read More >

"Japanese Yen Still a Clear Short" - Emerging market stocks are cheap buys following the summer's sell-off  but investors should short the Yen, says Steve. Click here to take a look at the full clip from Steve's conversation with Gregg Greenberg of TheStreet.com on September 27. [...]Read More >

By Steve Blumenthal August 29, 2013 Following is an excerpt from the piece that highlights the issues MPT is facing today: The conversation you should have with your clients is not that modern portfolio theory (MPT) is wrong, rather that it’s time to question whether 60/40 remains the best [...]Read More >

August 21, 2013: "[Retail] investors are behaviorally doing the exact opposite of what they should be doing," said Steve Blumenthal, whose advisory firm manages $550 million for investment advisers and retail clients. "Emerging markets have perhaps the best valuation level of any of the markets, but [...]Read More >

Watch the latest video at video.foxbusiness.com Steve joined David Asman and Liz Claman on After the Bell on Friday, June 28 to talk about modernizing portfolio allocations in today's investment world. He suggests a shift from the traditional 60/40 portfolio. [...]Read More >

Steve was featured in the Expert Views section of FA Magazine on June 14. Read the excerpt below or click here to take a look at the full byline. Excerpt: Nearly half of all advisors are using some sort of tactical investment strategy, according to new research from Cerulli Assocites. This [...]Read More >

Steve joined Pimm Fox for his radio show on Bloomberg Radio "Taking Stock". Click here to listen to the segment.  [...]Read More >

Steve visited with Gregg Greenberg on TheStreet.com give some insight into his stock picks right now. He touches on Google, Johnson & Johnson, T. Rowe Price and Visa. Click here to watch the video. [...]Read More >

Major indexes are striking nearly daily record highs. But with earnings growth slowing sharply, are stocks overvalued? Steve Blumenthal joins MoneyBeat to discuss his tactically managed, risk mitigated approach to investing. Or watch it here on WSJ Live. [...]Read More >

Investors are turning away from Modern Portfolio Theory's 60/40 asset allocation model as low bond yields and low stock dividends force them to reexamine this time-honored strategy. Steve told reporter Charles Passy that there is a strategy that exists today to replace 60/40 that is accessible to [...]Read More >

Investors are talking about how the Fed just might pull this off today, but there might be some risks to avoid still. Steve joins Markets Hub at the WSJ Live. View the segment here. Or click here to view the video directly on the WSJ Live site. [...]Read More >

Steve joined Bryan Gaiser on Friday for his weekly radio talk show to discuss portfolio allocations and the current market climate. Stay tuned for part two of this segment to air this Friday, March 15. [...]Read More >