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
Don’t Sell in May, Says Raymond James Strategist
By Janet LevauxRaymond James Chief Investment Strategist Jeffrey Saut tells advisors that the strong market should continue for several months.
April 25, 2013
Nominees for the 2013 SMA Managers of the Year: Tough and Getting TougherPresenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.
April 25, 2013
Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’sAdvisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might thinkbut Vanguard answers back to AdvisorOne.
April 25, 2013
2013 SMA Managers of the Year Nominees: U.S. Large-Cap EquityThe nominees in this crowded spaceBRC, Robeco, TCW and Wedgewood Partnersoffer SMA products featuring solid, repeatable strategies backed by four solid firms.
April 25, 2013
2013 SMA Managers of the Year Nominees: International/Global EquityThe nominees in this categoryThomas White and Harding Loevnerbelieve in boots on the ground and a four-step process for success in ADRs.
April 25, 2013
2013 SMA Managers of the Year Nominees: U.S. Small-, Mid- or SMID-Cap EquityThe nominees in this categoryfrom EARNEST, GW&K, Glenmede and Riverbridgedemonstrate that good things can come in small (and SMID) packages.
April 23, 2013
Vanguard Asks: How Much Return Do Your Clients Really Need?Investors could be better off with lower return objectives and a less risky portfolio than the more typical higher return objective of most portfolios, a Vanguard research paper argues.
April 23, 2013
8 of History’s Best InvestmentsWhen the right investor marries the right time with the right company, the return on investment and the size of the return goes through the roof.