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
What Could Keep S&P Above 2,000?
By Janet LevauxInvestment experts like Jeremy Grantham point to the factors driving stocks higher at least for now.
August 22, 2014
Rob Arnott Blasts ‘Smart Beta’ ImitatorsResearch Affiliates founder Rob Arnott jumps into the fray on the true meaning of smart beta, a term he views as "overused" and "ill-defined."
August 22, 2014
Can Managed Futures Be an Income Investor’s Best Friend?Managed futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?
August 20, 2014
Advisors Sharply Increase Use of Options for Clients: OICResponding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
August 18, 2014
Which Annuity Is Optimal? SPIAs vs. DIAsA study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
August 15, 2014
Don’t Believe Headlines About Rising U.S. Rates: MerkAxel Merk warns that a focus on real rather than nominal rates shows the dollar should be headed down and gold up.
August 14, 2014
Bear Market Survival: A Crash Course From Eric NelsonServo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
August 14, 2014
Berkshire Rises Past $200,000, Extending Buffett’s RecordBerkshire Hathaway Inc. traded above $200,000 for the first time, further validating Chairman Warren Buffetts decades-long bet on the U.S. economy.