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
ProfitScore’s Fixed Income Approach Sets It Apart
By Ben WarwickJohn McClures most popular strategy and, based on recent market action, the most timely, is his Long/Short U.S. Treasuries Index.
June 13, 2015
Vintage Watch Prices Keep on TickingThe best vintage watches are "fetching phenomenal sums of money right now," longtime collector James Dowling says.
June 11, 2015
Research Affiliates Screens for Smart vs. Dumb DividendsThe investment firm says its dividend strategy adds 2% per year by picking "cherries" and screening out "lemons."
June 11, 2015
El-Erian: Fed to Hike Rates in SeptemberThe impending tightening of monetary policy, the economist says, will be "the loosest tightening in the modern history of central banking."
June 10, 2015
MSCI Defers China Inclusion, Opts to Work With RegulatorIssues over the addition of A-shares into the global benchmarks have not yet been fully resolved.
June 10, 2015
House Panel to Keep SEC Budget Flat as Lobbyists Lose Hope on User FeesThe advisory industry needs to move on to other [exam] options like third-party audits and raising the AUM threshold for state-examined advisors, says TD's Schweiss.
June 10, 2015
UBS Makes Case for Borrowing as an Investment StrategyIf 2%-plus yields on 10-year Treasuries don't excite you, then logic dictates you should take the other side of the trade by borrowing cheaply.
June 10, 2015
Gundlach: Bond Market Is Wrong to Predict Rate Hike This YearDoubleLine CEO Jeffrey Gundlach puts the odds of an interest rate hike before the end of the year at less than 50%.