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
S&P’s Stovall: Don’t Get Mad, Get Even With Apple
By John SullivanAdvisorOne contributor Sam Stovall, S&Ps chief equity strategist, compares investors to Jan Brady in his latest commentary, claiming theyre "frustratingly chanting Apple, Apple, Apple, with good reason.
April 11, 2012
2012 Small-Cap Equity SMA Manager of the Year: Kayne Anderson RudnickResearch is our lifeblood, says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.
April 10, 2012
Bernanke Strategy Won’t Work: MerkAs Fed chairman Ben Bernanke keeps interest rates low to combat the possibility of a depression, says Merk, hes inviting inflationwhich may not be as easy to fight as Bernanke may believe.
April 09, 2012
Envestnet Closes on Prima Capital AcquisitionPrimas Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
April 09, 2012
2012 Mid-Cap SMA Manager of the Year: Geneva Capital ManagementGeneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because theyre past the volatile, entrepreneurial small-cap stage and management is focused, yet they havent reached the large-cap space where growth is harder to achieve.
April 05, 2012
2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset ManagementSanta Barbara's Jim Boothe says he looks for clean balance sheets, very strong cash flow and a commitment to dividends.
April 04, 2012
10 Warning Signs of Springtime Stock Slump: LPL’s KleintopLPL Financial chief market strategist Jeff Kleintop and his team have identified 10 indicators to watch this spring that may warn of an impending slide in the stock market.
April 04, 2012
How the Best Money Managers Exploit Market InefficienciesSeveral winners of this years SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.