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 Surprising Opportunity for Possible Yield
By John SullivanBank loan funds have "no upside," says Mark Okada of Highland Capital, so why are they so appealing?
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.
June 27, 2013
Morningstar Finds TDF Fees Falling, Assets GrowingAverage industry glide paths for target-date funds should reasonably meet the typical worker's spending needs in retirement, Morningstar says in a new report.
June 26, 2013
What’s at Stake for Muni Bond Investors in Detroit InsolvencyIn what may be the most severe case of credit distress since the Great Depression, the city of Detroit is charting new territory in negotiations with creditors to avert a Chapter 9 bankruptcy filing.
June 26, 2013
PIMCO’s Gross: Fed’s Right on Ending QE, but Bernanke Spoke Too FastBill Gross believes Ben Bernanke has failed to see problems plaguing the U.S. economy: wages dampened by globalization, an aging society and technology's elimination of jobs.
June 26, 2013
JPMorgan, Goldman Top First-Half DealmakingThe research firm Mergermarket reports on Q1 and Q2 results.