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 Future Is Now: Institutional Asset Allocation for Retail Investors
By J. Gibson Watson III, CIMAScrutiny of the asset allocation process since 2008 has led to a proliferation of smart, managed investment products that help facilitate the implementation of diversified portfolio strategies.
March 02, 2012
Fellow Advisors, All Your Models Are ‘Garbage’: John MauldinAfter the developed world, and eventually even the U.S., deleverages, asset allocation models can be brought back. Is France the next Greece, or is it Japan?
March 01, 2012
Nasdaq Finds Its MojoGuess whos back on top? The Nasdaq Composite that wretched group of tech stocks some investors have grown to hate.
March 01, 2012
NAREIT Analysis: Demand for Apartments at Record HighThe National Association of Real Estate Investment Trusts reports apartment REIT price returns are up 225% through February 2012 since the REIT markets trough in March 2009.
March 01, 2012
ECB’s Trillion-Euro Giveaway Offers Limited Time for Reform: News AnalysisThe ECBs liquidity lifeline to bankslike Americas QE policyoffers a chance to avoid a deeper economic depression, but only if that window of opportunity is used to make sustained structural reforms that policymakers on both sides of the Atlantic have so far avoided.
February 29, 2012
BlackRock Launches Education Initiative for Volatile MarketsBlackRock launched on Wednesday what it calls a multi-faceted global initiative, designed to help investors deal with low yields and volatile markets.
February 29, 2012
Merrill Edge Rolls Out Portfolio SeriesBofA's new mass-affluent products have a 1% yearly fee and a $20,000 minimum balance.
February 29, 2012
ECB Offers Cheap Loans AgainThe European Central Bank once again offered cheap three-year loans to banks in the euro region, which quickly soaked up 529.5 billion euros ($712.2 billion) in funding. Analysts had expected the amount to total 470 billion euros.