Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Bold Forecasts but Timid Choices
By Bob SeawrightWHEN I WAS MUCH YOUNGER and new to working in the capital markets, an excellent mentor taught me a market maxim that has served me well. More money has been lost because of four words than at the point of a gun. Those four words are This time is different....
September 29, 2011
Ramping UpAa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. Theyd saved $500,000. They had no debt. But it wasnt enough to support the retirement they had dreamed about. The look in...
September 29, 2011
Water: Water Stocks Still SparkleJames O. LykinsJ.J.B. Hilliard, W.L. Lyons, LLC(502) [email protected] Water Works (AWK) reported ongoing Q2'11 EPS of $0.46 versus…
September 29, 2011
Energy: Ramping UpSelman AkyolStifel Nicolaus(314) 342-2158 [email protected] Pipeline Partners LP (APL) announced 2Q11 results, reporting distributable cash flow (DCF)…
September 29, 2011
Vice vs. Nice: Sustainability Debate Pits 'Tea Party' Against 'European Social' TeamsIn a sometimes feisty Oxford-style debate in New York, portfolio managers and professors sparred over whether socially responsible investment has any business contributing toor subtracting froma companys bottom line.
September 26, 2011
Top Portfolio Products: PIMCO Launches New Fund; Credit Suisse Plans New ETNPutnam launches new advisor site; AlphaShares offers yuan bond index; Invesco launches yuan bond ETF; Russell expands investment discipline indexes
September 23, 2011
Is the Yield Curve Different This Time?In extreme times, diversification alone will not save you. A search for a safe investment.
September 23, 2011
JPMorgan: Recession Unlikely, So Take Advantage of Extreme ValuationsIn a critique of the Fed's Operation Twist announcement, JPMorgan market strategist David Kelly said it was a failure because the markets have reached the point where they must self-correct.