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 Best of Both Worlds: Active and Passive Investing
By Bob SeawrightPassive investing is predicated upon the efficient markets hypothesis that it is impossible to beat the market over time except by being lucky. In reality, however, there is an abundance of evidence that markets are less than perfectly efficient.
April 23, 2012
Hussman Warns: ‘Run, Don’t Walk’ From Stock Markets!Just as they were prior to Lehman, Hussman says current market multiples are misleadingly based on record profit margins about 50-70% above historical norms.
April 20, 2012
2012 SMA International Equity Manager of the Year, No. 2: Cambiar Investors LLCYou dont have to find every single great stock out there, says Jennifer Dunne, the firms international portfolio manager and senior analyst. But if you put one in the portfolio, it better go up.
April 19, 2012
Stocks Cheap? Don’t Believe ItThe 'cheap stock' argument is pretty appealing, especially since bond yields are so low. BlackRock CEO Larry Fink recently went so far as to recommend a 100% allocation to equities.
April 18, 2012
Buffett Cancer Diagnosis Has Analysts, Investors ScramblingThe topic most raised was that of Buffetts successor.
April 17, 2012
S&P’s Stovall: Don’t Get Mad, Get Even With AppleAdvisorOne 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 13, 2012
Markets May Be Volatile, but Risk Tolerance Isn’tWhat's changing through market cycles is not the client's risk tolerance, but instead risk perceptions.
April 12, 2012
5 Tips to ‘Spring-Clean’ a PortfolioEvery year at springtime, daffodils bloom, robins hunt for worms and people file their taxes. Its this last item thats a reminder to advisors that now is also the time to clean client portfolios.