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
Deutsche Bank Survey Predicts Record Hedge Fund Assets in 2012
By Michael S. FischerHedge fund assets will reach an all-time high this year, driven by increased institutional participation, according to Deutsche Banks 10th annual Alternative Investment Survey, released last week.
February 27, 2012
Jeremy Grantham: 10 Tips for Smarter InvestingThe Longest Quarterly Letter Ever is the aptly titled February release from delightfully pessimistic Jeremy Grantham, co-founder and chief investment strategist of Grantham Mayo Van Otterloo, a Boston-based asset management firm.
February 27, 2012
Frontier Markets Left Behind in Latest Stock Market RallyWhile small-cap stocks are benefiting significantly in the latest market rally, small market indexes are being left behind.
February 26, 2012
Top Two Retirement-Plan Advice ToolsGiven weak returns over the last 13 years, it's worth considering technical analysis as a guide to clients' offensive and defensive stock-market maneuvers.
February 26, 2012
Why It’s Worth Factoring in FactorsAdding factor strategies to investment portfolios may provide investors with greater diversification, better wealth preservation and other benefits, argues Bill DeRoche of QuantShares.
February 24, 2012
‘Reformed Broker’ Speaks Out; Firms Hunt New Advisors: March Research—SlideshowThe cover story of the March issue of Research magazine, "Breaking Ranks," focuses on Joshua Brown, iconoclastic advisor and author of the blog The Reformed Broker. Also featured in the issue is an article delving into what has become a pressing question for the industry: "Where Are the New Advisors?"...
February 24, 2012
Mutual Fund Families Dysfunctional in 2011For Todd Kennedy and Nigel Hussein, family name association is either a blessing or a curse. As SmartMoney notes, the truism holds for mutual fund families as well.
February 24, 2012
Jim Rogers Picks Obama to Win Election but Prefers Ron PaulLeading presidential hopefuls Obama, Mitt Romney and Rick Santorum 'dont have a clue whats going on,' Rogers believes.