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
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins It
By Gil WeinreichThe professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
September 13, 2013
Warnings of Market Crash Similar to ’87 Abound as Main Street Pain WorsensThe summer's market highs and metrics look eerily similar to the highs before the 1987 crash, as the labor force keeps shrinking and hunger rises.
September 12, 2013
The Retirement Time Bomb No One’s Talking About ... YetPension consultant Ron Surz warns that masses of retirement portfolios are due to blow up, just like they did in 2008, because of inappropriate risk levels in target-date funds.
September 08, 2013
Low Volatility: Durable Investment Theme or Passing Fad?Low-volatility strategies have attracted plenty of assets and shown good performance, but is the theme sustainable? If so, how should you evaluate those strategies?
September 06, 2013
Krugman: Obama’s Economic Policy a ‘Horrifying Failure’The rapidly approaching fifth anniversary of the Lehman Brothers bust is bringing with it reflections of how far we have, or haven't, come.
September 03, 2013
Specter of Fed Chairman Summers Yields Pessimism, UncertaintyNo one knows what "Larry might do," says PIMCO's Mohamed El-Erian.
September 03, 2013
Roubini: 6 Reasons BRICS Are Taking a BeatingWhy have many emerging economies suddenly turned sour?
September 03, 2013
Mark Mobius: ‘Rupee Rout’ Close to BottomThe Indian rupees free-fall continued on Tuesday, now down 22% against the dollar since January.