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
U.S. Alt Mutual Fund Asset Market Share to Double by 2015: Cerulli
By Emily ZulzAlt funds' share of total mutual fund assets is expected to grow to 14% in 10 years from 3% today.
July 31, 2014
PIMCO’s Gross Fights for the 1% (of ‘Excess Return’) in a 4%-5% WorldBill Gross says weve entered a new epoch of low returns driven by income rather than capital gains, making skilled management all the more critical.
July 30, 2014
6 Behavioral Finance Principles Advisors Need to KnowBy applying the principles of neuroeconomics, advisors can take their practices to a new level, First Clearing and Cannon Financial Institute say.
July 30, 2014
Foundations, Endowments Remain Bullish on Hedge FundsSixty-five percent of respondents to an NEPC survey reported hedge fund exposure greater than 10% of their total portfolio.
July 28, 2014
3 Sentences That Explain InvestingWhile the market is still moving along swimmingly, here are three sentences to help ground advisors in reality.
July 28, 2014
Beware Squirrely Risk AssessmentWhat a scientific paper on small mammals can teach investors.
July 28, 2014
Capital Group Joins BlackRock in Filing for Non-Transparent ETFThe owner of the American Funds family is seeking regulatory approval for a new type of ETF that would support more active management.
July 25, 2014
Axel Merk: Time to Take ‘Chips Off the Table’Instability may be the new normal, portfolio manager Axel Merk warns. Is there anywhere safe to hide?