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
Why Corporate America Loves Zombie Friday
By John SullivanThe term denotes the workday after a Thursday holiday, when companies like to dump depressing news, hoping youre still sleeping it off from prior festivities and wont notice.
July 01, 2013
Why Hyperactively Managed Funds OutperformMany mutual fund managers dont do much, but those that do generate high alpha net of fees.
July 01, 2013
Model Behavior and Real-World HangoversTrusting sophisticated financial models is tempting and dangerous.
July 01, 2013
Behavioral Finance in the Real World: Fund Profits From Human BiasRalf Scherschmidt's fund identifies small-cap companies in the developed world that are overlooked by market bias and then takes advantage of earnings surprises.
June 29, 2013
A Surprising Opportunity for Possible YieldBank loan funds have "no upside," says Mark Okada of Highland Capital, so why are they so appealing?
June 28, 2013
Bond Mutual Funds, ETFs Post Record OutflowThe $61.7 billion outflow far exceeds the previous record set at the height of the financial crisis in October 2008.
June 28, 2013
Where to Invest When Safe Havens CrumbleFor decades we thought Treasury bonds were the safe haven, and look at whats happened in the last two months, a BNY Mellon researcher said.
June 27, 2013
Ave Maria Funds Deliver Heavenly ReturnsLou Holtz, Larry Kudlow, Phyllis Schlafly and Michael Novak are just a few of the firm's advisory board members.