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
A DFA Devotee Says Type of Advice More Valuable Than Type of Portfolio
By Gil WeinreichWhile intelligent investment analysis and deep product knowledge are valuable, the advisors key added value is simpler and less tangible, advisor Eric Nelson says.
November 11, 2013
Hussman Sees ‘Textbook Pre-Crash Bubble’While market psychology supports a rising market, history has been suggesting a severe correction for two years straight, portfolio manager John Hussman says.
November 10, 2013
Nouriel Roubini Warns of Bubbles in the Economic BrothNouriel Roubini channeled PIMCOs Bill Gross by employing a soup metaphor to warn of economic woes to come.
November 08, 2013
Top Portfolio Products: New Bond ETFs From ProShares, Franklin TempletonOther new products and services are rolled out by Global X and Mercer.
November 06, 2013
10 Tech Trends That’ll Rattle the Advisory IndustryAttracting Gen X and Y clients will be vital as boomers retire, but these changes will make it a lot more challenging.
November 06, 2013
Paging Dr. Alpha: Advisors With Ph.D.s Add 0.5% to Portfolio ProfitsA study finds money managers with doctorates outperform less educated peers across a variety of investment criteria.
November 05, 2013
What to Look for in Bank StocksTwo portfolio managers at Causeway Capital Management are salvaging undervalued assets amid the wreckage in the bruised banking sector.
November 04, 2013
Investing in Credit: ‘Know When to Get Out,’ Says Pioneer’s TempleA combination of traditional signals and nimble new strategies is a winning formula for the Boston-based fund family.