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
Floating Rate Loan Funds: Not What They Were, Yet...
By J. Gibson Watson III, CIMAAnyone looking to floating rate loan funds today for inflation protection should be a bit wary.
July 04, 2012
Body Surfing and Investing: A Way for Advisors to Understand Clients’ Risk BehaviorRisk behavior, whether relating to a physical activity like surfing or investing, is not solely determined by risk tolerance.
July 02, 2012
State Capitalism to Rule the U.S.: Roubini ReportGet ready for bigger government, no matter who you vote for this fall.
June 29, 2012
Tech vs. Utilities: What’s the Better Value?Historically, tech has traded at a premium relative to utilities.
June 29, 2012
4 Reasons Treasury Yields Can Fall FurtherA confluence of factors is contributing to distortions in the U.S. Treasury market
June 29, 2012
PIMCO’s Gross Bearish on Europe After Relief PlanBill Gross said a debt trap remains even after European leaders reached an agreement intended to alleviate concern that the regions banks will fail.
June 28, 2012
JPMorgan’s Loss $9 Billion and CountingThe loss suffered by JPMorgan (and its investors) is either attributed to the London Whale or complacency.
June 28, 2012
Reports of ‘Death of Equities’ Greatly Exaggerated: DFADimensional Fund Advisors vice president Weston Wellington found something awfully familiar about a recent article in the Financial Times.