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
Ready for Currency Wars?
By Ron DeLeggeLet's examine how financial advisors can defend client portfolios against the disruptive forces of currency warfare.
December 22, 2014
Emerging-Market Crises Show Way for Russia: El-ErianRussia must take plenty of action and change course on Ukraine as well, the economist argues.
December 22, 2014
Meredith Whitney’s Fund Said to Drop 11% as Office Put on MarketHer American Revival Fund has lost money on electronics retailer Conn's Inc. and other poor bets, experts say.
December 22, 2014
Tax Loss Harvesting: Beware of Unrealistic ExpectationsOnce an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
December 20, 2014
Top Portfolio Products: Direxion Launches Income Fund, Closes Gold-Bear ETFIn addition, Palmer Square rolls out a long/short credit fund; Capital adds long/short equity product.
December 19, 2014
Three Myths About Liquid AltsA recent Aite Group study looks at major misconceptions regarding liquid alternative funds.
December 18, 2014
5 Key Economic Trends for 2015: SIFMARise in GDP, a lower jobless rate and oil prices that remain low in the forecast.
December 18, 2014
No Room for Feelings in the MarketI want to discuss the rather annoying tendency of commentators to extrapolate market sentiment to well, infinity and beyond.