Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Learning From China’s Development — A Case for Active Management Within Asia
By David DaliWhat lessons have we learned from investing in China, and what are the implications for the region?
December 08, 2015
Jefferson National Adds Chief Investment & Research PostThomas Quinn, CFA, joins the platform for 3,000 advisors from a boutique firm.
December 07, 2015
El-Erian: Diverging Fed and ECB Policy Could Ratchet Up TensionEl-Erian narrows in on three major international repercussions that should be monitored over the coming months.
December 02, 2015
Markowitz’s Modern Portfolio Theory: What Investors Get WrongContrary to many investors interpretation of modern portfolio theory, lower-risk equity investments actually tend to have better returns than higher-risk ones.
December 01, 2015
Vanguard’s Gain Is Wall Street’s Pain as Billions Leave Financial IndustryWhile Washington has long been debating how to reform big Wall Street banks, Vanguard Group is quietly doing just that.
November 30, 2015
Can You Plan for a Black Swan?Extreme events can have a deep impact on investment portfolios, writes Michael Finke; assessing their risks poses a formidable challenge.
November 30, 2015
Investing in Africa: Not Just Natural Resources AnymoreLike in Latin America 30 years ago, the rise of a middle class and the growth of the consumer economy provides opportunities.
November 30, 2015
The Next Financial Crisis: When Will We Get Burned?Are we stoking an out-of-control fire? Asks Alexei Bayer.