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
Can Managed Futures Be an Income Investor’s Best Friend?
By Ben WarwickManaged futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?
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.
August 13, 2014
Global Venture Capital Investors Enthusiastic About U.S.Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
August 12, 2014
Investors Stash Cash, Fearing Geopolitical Risk, Rate HikeCash accounts for an average of 5.1% of global portfolios, up from 4.5% in July, according to the BofA Merrill Lynch Fund Manager Survey.
August 11, 2014
Who’s Afraid of the Stock Market? Not JPMorgan’s KellyJPMorgan Funds chief global strategist David Kelly debunks market "misperceptions" and calls on all cash hoarders to "get invested in something."
August 08, 2014
Investors: Beware of the QuantsResearch Affiliates argues that very few investment strategies have proven their worth over time and across markets.