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
Jeremy Siegel Sees ‘Really Great’ Opportunities in Emerging Markets
By Danielle AndrusJeremy Siegel, a senior advisor for WisdomTree and professor at The Wharton School, told investors on a quarterly call what he thought about the economy, Obamacare and Medicare.
July 29, 2013
Long/Short Credit Garner Growing Interest by Funds: CerulliInterest rate risk, reduced volatility, added diversification all fuel increasing demand for this strategy.
July 29, 2013
Currency Manager Merk Finds Success With ‘Actively Managed Quant Fund’When it comes to currency funds, a little id goes a long way.
July 26, 2013
Why Can't Advisors Tell the Difference Between Alternative Assets and Strategies?Money managers at Curian say too many advisors fail to adequately understand the difference between alternative strategies and assets, to the detriment of portfolio building and client outcomes.
July 25, 2013
Why Cubs, Incapital Chairman Tom Ricketts Really Likes ‘Sustainable Investing’Community investment notes don't tangle with screens, sacrificed returns and opportunity costs.
July 25, 2013
Why Do Active Fund Managers Closet Index? It's in Their Interest$A new study seeks to locate active mutual fund managers incentives for closet indexing. One likely candidate: it will help their comp.
July 25, 2013
Morningstar Guru Johnson: The Cons and Pros of Active ETFsPoints to consider before managers take the active ETF route
July 25, 2013
What Do Ballistic Missiles, Barbara Bush and Alternative Investments Have in Common?It might sound like a joke, yet it is anything but, says Collins Capital's Dorothy Weaver.