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
Saudis Sitting Pretty in Global Oil Price Plunge
By Isaac Arnsdorf, BloombergTheres still only one country in a position to choose winners and losers in the global market: Saudi Arabia.
October 14, 2014
The Powerful Impact of Investor Behavior on Long-Term ReturnsAdvisors need to manage investors fears to help them avoid irrational decisions during times of high market volatility.
October 14, 2014
How Active Investing Can Keep Portfolios Healthy: OsterweisA white paper by Osterweis Capital Management points out that while passive investments go up with the market, they also go down with it.
October 14, 2014
The Bizarre Recruiting Case of Alfonso MontoyaA $150 million book of business Wells Fargo promised him never materialized and then the wirehouse took him to arbitration.
October 14, 2014
American Funds Fights Active Management ‘Misperceptions’Decades old, the debate over passive investment strategies vs. active isnt about to die down anytime soon.
October 13, 2014
Fidelity Names Abigail Johnson CEO to Succeed Father, Ned JohnsonNed Johnson tells shareholders he will stay with Fidelity as chairman.
October 13, 2014
Using Distributions in Monte Carlo SimulationLooking at some MCS distributions and learning how to use the most appropriate one.
October 10, 2014
PIMCO’s New CIO Gives Global Outlook, Sees U.S. Energy as Key ToolCIO Scott Mather and Greg Sharenow say geopolitical volatility is slowing global economy but see U.S. energy as a stabilizing force.