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
Is Your China Glass Half Empty or Half Full?
By Andy RothmanThere will be two competing perspectives on Chinas 2014 economic performance.
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.
February 19, 2015
Under the Hood: The US Fractional Reserve Banking SystemThe history of money, how it's valued and how leveraging bank deposits creates additional capital.
February 19, 2015
Money Manager Candidly Reveals 5 Big Investing MistakesTocqueville Asset Managements Sicart tells shareholders about five mistakes, including one that shaved four percentage points off his portfolios performance, and the lessons he learned.
February 18, 2015
Gundlach: Fed Raising Interest Rates ‘Philosophically’DoubleLine Capital CEO Jeffrey Gundlach is also bullish on gold and thinks oil will fall further.
February 17, 2015
Under the Hood: What You Need to Know About Bond Duration and ConvexityBoth the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.