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
3 Tips for Using Leveraged ETFs
By Ron DeLeggeBefore jumping in, advisors and clients should do some homework on these tricky investments.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 24, 2015
Is Your China Glass Half Empty or Half Full?There will be two competing perspectives on Chinas 2014 economic performance.
February 24, 2015
Gold Bug Merk: The Risks of GoldAs a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
February 24, 2015
The Real Reason Pensions Rely on Consultants and Past PerformanceNeither picking fund managers with good track records nor taking the advice of investment consultants leads to better performance. So why do pensions do it?
February 23, 2015
Finding Your Client’s Place on the Efficient FrontierModern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
February 22, 2015
Top Portfolio Products: T. Rowe Adds Bond FundsHennion & Walsh roll out a sustainable investing trust, and truIndependence introduces an RIA platform.
February 22, 2015
2 ETFs That Invest in Liquid AltsOne fund dominates the liquid alternative ETFs category, but the investment options are expanding.