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
Annuity Puzzle Solved: Don’t Buy Them
By Gil WeinreichDefying conventional wisdom, Kent Smetters of the Wharton School and Felix Reichling of the CBO say low demand for annuities is no mystery. If there is an annuity puzzle, it is why people don't short them.
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.
June 27, 2013
PIMCO’s Gross: Don’t Abandon Ship in Turbulent MarketIn a new market commentary filled with nautical metaphors, the manager of the worlds largest bond fund reassures investors roiled by last weeks choppy markets that they should stay the course.
June 27, 2013
BondDesk Sets All-Time Record for Muni Bond Trading VolumeThe record came on the heels of the largest three-day increase in yields since April 1987.