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
12 Key Investment Strategies for Rest of 2012: Morgan Stanley
By Janet LevauxMSSBs global investment group shares its asset-allocation strategy for equities, bonds and alternatives for the second half of 2012.
July 23, 2012
European Crisis Biggest Factor When Advising Clients: SurveysAdvisors polled in recent studies by kasina and OppenheimerFunds agreed that the debt crisis in Europe is having the biggest impact on the advice they give to clients.
July 23, 2012
Biggest Group of Losers in Dividend Tax Hike? The Middle Class: ReportA plan to raise the dividend tax rate will have negative consequences for the middle class, according to a new study from Ernst & Young.
July 23, 2012
ETF Buyers, Beware of Back-Filled IndexesRegulations prohibit the use of back-tested performance for most U.S. mutual fund and ETF providersbut not for index providers. A Vanguard study shows hypothetical past performance does not predict future performance.
July 23, 2012
Roubini: 5 Reasons Growth Will Slow in Second HalfUsing phrases like fairy tale and pie in the sky, Dr. Doom doesnt like what he sees.
July 23, 2012
Millionaires’ Outlook Reaches 5-Year High: FidelityHow millionaires achieved their wealth, as well as their financial outlook and goals, influences their investment behaviors, according to a study by Fidelity Investments.
July 20, 2012
Genworth Wealth Adds 4 Strategists, 8 StrategiesI call it the happy meal, says Genworth Wealth Management President and CEO Gurinder Ahluwalia of the firm's simplified menu of portfolio strategies for indie advisors.
July 19, 2012
Can Behavioral Finance Stop a Financial Crisis?As policymakers around the world continue to deal with the legacy of the 2008 crisis, some are considering incorporating elements of behavioral finance into their proposals as they look to strengthen systems for the future.