Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
It’s About Timing
By Bill MillerWhen I was in training to be a financial advisor the world was a different, safer place. I was taught the adage, Its not about timing the market; its about time in the market. Much like being in a cult, this sage piece of advice was burned into my...
September 29, 2011
Bold Forecasts but Timid ChoicesWHEN 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
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
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
How a Freethinking Economist Saved Your Retirement PortfolioResearch by economist Richard Thaler, a professor at the University of Chicago, has nudged vast numbers of Americans to a higher savings rate.
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 27, 2011
Cash Is King, Say BlackRock’s Doll and Fidelity’s SovieroAs corporations sit on mountains of cash, equities just might outperform bonds despite all the current craziness in the stock markets, said a group of portfolio managers at a Fidelity Investments forum.
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