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
The Measured Approach to Value
By Gerald BurstynTevye the milkman.Hes not the first person who comes to mind for the average value investor, but according to value guru Vitaliy Katsenelson, we can learn a lot from Tevye.
March 22, 2012
Alternative Products Drive Investment Consultant SearchesThe survey, released Wednesday, found that consultants expect hedge funds, private equity and real estate to drive 20% of all search activity and 26% of new or expanded mandates.
March 21, 2012
Skyhigh Corporate Profit Margins Due for Crash: GMO ReportA new white paper, appropriately titled What Goes Up Must Come Down! by GMO's James Montier, offers a simple and elegant explanation for todays high profit margins and expected mean reversion.
March 21, 2012
Write ‘Flexible IPS’ for Success in Volatile Market: ASPPA SummitDon't write yourself into a corner, Dr. Jeffrey Roach, chief economist and chair of investment committee at Horizon Investments, said at the ASPPA 401(k) Summit, encouraging attendees to write a flexible investment policy statement.
March 19, 2012
How to Protect Portfolios With REITsNAREIT study using Morningstar analysis shows that a 14-20% REIT allocation can both protect wealth and boost returns.
March 15, 2012
Advisors Bullish on Markets, While Clients More Positive on ReturnsThe latest Russell survey of advisors also finds they have different portfolio priorities than their clients.
March 15, 2012
How to Take Advantage of Irrational Stock BuyingAsk Ralf Scherschmidt if its a bad idea to invest right now in Europe, and hell tell you that most people are underinvested in international small-cap stocks because their emotions are overruling reason.
March 14, 2012
Britain May Revive Perpetual GiltsEverything old is new againBritain is considering bringing back perpetual gilts, long-term bonds that were first debuted after the South Seas Bubble crisis of 1720. With 100-year maturities and todays extra-low interest rates, the idea is attractive to many.