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
Matching Clients’ Asset Location With Their Asset Allocation
By J. Gibson Watson III, CIMATaking a holistic approach to your clients portfolio(s) is the only way to successfully maximize returns, not to mention you'll be adding value.
February 24, 2014
Finke: Should Retirees Be Stocking Up on Stocks?The conventional wisdom of retirement portfolios is to gradually reallocate away from stocks with age. But new research says otherwise.
February 24, 2014
In Iranian Oil Market, Timing Is EverythingAdvisors whose clients invest in shipping or oil might want to keep an eye on the situation in Iran.
February 21, 2014
Fidelity’s Morrison to Succeed O’Hanley as Investment ChiefCharles Morrison most recently was head of Fidelitys $750 billion fixed income division.
February 20, 2014
Corporate Profits ‘Dangerously’ High; Labor to Grab Bigger Share: Research AffiliatesThe only profit boom bigger than today's was followed by two world wars, the Depression and 39 years before another peak, warns Research Affiliates' Brightman.
February 19, 2014
Jeremy Siegel: Don’t Fear a Correction; Stocks Still CheapStocks remain 10% to 15% under fair market value, Jeremy Siegel of Wharton believes, so any correction would represent a buying opportunity.
February 18, 2014
Contrarian Ketterer Unfazed by Emerging Market TurmoilDizzying volatility comes with the territory in EM investing. But Sarah Ketterer's Causeway Capital has reaped big gains while other investors have fled.
February 14, 2014
Grantham, Arnott, 4 Others’ Investing Strategies: Tiger 21 ConferenceConference attendees also heard presentations from well-known speakers in philanthropy, health and lifestyle, Tiger 21 said.