Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Mutual Fund Families Dysfunctional in 2011
By John SullivanFor Todd Kennedy and Nigel Hussein, family name association is either a blessing or a curse. As SmartMoney notes, the truism holds for mutual fund families as well.
February 23, 2012
Inflation Fears Drive Investors to Hedge Portfolios: Clear PathRecent price increases have reminded U.S. and Canadian-based retirement plans of the threats posed by inflation and the need to diversify, according to a Clear Path report.
February 23, 2012
New Behavioral Finance Findings and Optimal Asset AllocationA Swiss professor extends Kahneman and Tversky's research to explore how a client's aversion to loss is based on individual reference points and mental accounting, and the implications for advisors.
February 23, 2012
U.K. Wealth Tax Brought Less Revenue Than Before Tax HikeAdvocates for lower taxes are sure to take the recent poor revenue results in the U.K., which last year raised its top rate on high income earners from 40% to 50%, as a demonstration of the ineffectiveness of a tax-the-rich policy.
February 23, 2012
Dallas Fed's Fisher Says No QE3 NeededDallas Federal Reserve Bank President Richard Fisher said Thursday the U.S. economy is getting better and repeated his view that further quantitative easing, also known as QE3, was not needed from the central bank.
February 22, 2012
White House’s Corporate Tax Reform Derided by Republicans, BusinessesThe Obama administration has unveiled a framework for corporate tax reform that lowers rates while eliminating loopholes, but the proposal has already met with sharp criticism from Republicans and corporations for proposing a rate higher than the developed-country average.
February 22, 2012
Larger Bank of England Stimulus Was OverriddenTwo of the nine members of the Bank of Englands Monetary Policy Committee were outvoted at the committees last meeting when they sought to boost its stimulus to 75 billion pounds ($118 billion). The majority was concerned that such a move would cause alarm over the state of the economy...
February 22, 2012
Muni Funds Record Fifth Straight Month of InflowsAs investors continue their desperate search for yield, municipal bond funds hit their fifth consecutive month of inflows, racking up more than $100 million in January, according to Boston-based Cerulli Associates.