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
Family Offices Souring on Hedge Funds: Infovest21
By Michael S. FischerFamily offices allocated about 21% of their portfolios to hedge funds in 2012, but their enthusiasm for these alternative investments has ebbed, according to a new survey from Infovest21.
September 14, 2012
Lehman’s Lessons: News AnalysisThe natural human tendency is to think that markets are about money, but a look back at the bankruptcy of Lehman Brothers should serve as a reminder that markets are fundamentally about morality.
September 14, 2012
7 Businesses Saved From the Brink of BankruptcyKeeping a company on top for decades is tough; turning it around is even harder. And, are they good bets for your portfolio?
September 07, 2012
PIMCO’s Gross, Roubini Say QE3 Is Coming in Wake of Weak Job NumbersIn the least kept secret in investing, Bill Gross of PIMCO said lackluster jobs data will move the Fed to initiate quantitative easing.
September 06, 2012
Investors, Tune Out ‘Election Noise’ and Focus on Long Term: Wells Fargo Advisors ReportInvestors would be wise to tune out the election noise and any short-term market gyrations and focus on their long-term investment strategy, a new report by Wells Fargo Advisors says.
September 05, 2012
Envestnet to Focus on Fiduciary With Fund Evaluation Group AnnouncementThe partnership is meant to complement the research on separate account managers, mutual funds, ETFs and liquid alternative investments available on the Envestnet Prima platform.
September 05, 2012
PIMCO’s Bill Gross: ‘The Age of Inflation Is Upon Us’When yields are too low and risk spreads too narrow, lending is at risk. What's an investor to do?
September 05, 2012
Beyond Core: How to Use Satellites in an Investment PortfolioIf youre considering the use of core-satellite techniques to enhance portfolio and risk management capabilities, consider global mandates with nimble, opportunistic managers for the satellite portion of the portfolio.