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
Muted Beta: Long/Short Equity for an Uncertain Market
By J. Gibson Watson III, CIMAFewer constraints at the edge of the Cliff just might be a good thing: a look at how to measure long/short strategies.
December 17, 2012
Nouriel Roubini: ‘Market Reaction’ Will Force Fiscal Cliff Deal"In the long term, the fundamentals of the U.S. are stronger than other countries," according to Roubini.
December 14, 2012
Top Portfolio Products: PowerShares ETF Wins Sharpe Award; Wasatch Rolls Out New FundThe latest offerings focus on emerging markets and dividends.
December 13, 2012
Bad Personal Financial Habits Mirror U.S. Government's: Allianz Life SurveyThe same could probably be said of caloric consumption and obesity rates.
December 13, 2012
El-Erian: Why Fed’s Surprise QE Announcement Garnered YawnsPIMCO CEO Mohamed El-Erian compares recent central bank action to taking experimental drugs.
December 12, 2012
How One Advisor Is Speaking to Clients About the Coming CliffYes, the fiscal cliff is looming. Is NorthStar's Fred Taylor scrambling to talk to clients about their dividend-rich portfolios? He's way ahead of you.
December 12, 2012
Fidelity Drops Fees, Minimums on Spartan Index Mutual FundsThe move aims to help the firm compete more with ETFs, other index products, Morningstar expert says
December 12, 2012
BlackRock’s Fink: 95% of Fiscal Cliff Pundits ‘Have No Clue’Larry Fink is trying his hand as television pundit, and he doesnt like what he sees.