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
One Major Reason to Include Real Assets in a Portfolio
By John SullivanA 2% annual inflation rate means that a dollar today will have purchasing power of $0.55 30 years from now.
May 02, 2013
My Conversation With Harry Markowitz: MPT and Behavioral EconomicsThe father of modern portfolio theory can still educate and surprise, as in our conversation on how MPT can, and should, work with behavioral finance.
May 01, 2013
‘Black Swan’ Author Says Market ‘Fragility’ More Important Than RiskThe opposite of fragility is the acceleration of harm, which eventually leads to Black Swan events, Nassim Taleb tells IMCA attendees.
May 01, 2013
2013 SMA Managers of the Year Revealed at Envestnet ConferenceThe 2013 SMA Managers of the Year were announced at Envestnets 2013 Advisor Summit Wednesday afternoon in Chicago.
May 01, 2013
Gaming Steroid-Free Markets: What’s an Advisor to Do?—Searching for Alpha for May 2013So if hedge fund managers cant outperform in these market conditions, better revisit your diversification strategy.
April 29, 2013
Will Indexing Kill the Market?One of the fundamental laws of investing is that when everyone agrees on something there is something important they are not seeing.
April 29, 2013
Crossing Paths: The 2013 IA 25With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
April 29, 2013
Meredith Whitney: I’m a ‘Growth Chaser,’ Not a ‘Doom and Gloomer’Star analyst Meredith Whitney kicked off the IMCA conference Sunday in Seattle by decrying her reputation as a doom and gloomer.