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
Belgium Deepens Austerity Cuts
By Marlene Y. SatterBelgium has committed to reduce its public sector deficit to 2.8% of GDP in 2012, from its 2011 level of 3.8%. If it fails to cut its deficit to a level of a maximum of 3%, it could face fines imposed by the European Union.
March 08, 2012
Greek Debt Swap Success Called LikelyEnough holders of Greek sovereign debt have now signed on to the debt swap deal that is a prerequisite for a second bailout that success seems likely. However, there is still a chance that collective action clauses may be triggered.
March 08, 2012
Lifecycle Funds Grew 8% in Q4 to $842BAssets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.
March 07, 2012
Two Tax Mistakes to Avoid With Clients: Tax Expert ShenkmanShenkman warns that wait and see will become wait and pay if advisors and their clients continue to do nothing.
March 07, 2012
Taxes & Inequality: Shiller’s Plan to Fix Tax CodeYale economist Robert Shiller says he and a colleague have studied inequality indexation with the objective of showing how more complex systems of tax rates might work.
March 07, 2012
The Future Is Now: Institutional Asset Allocation for Retail InvestorsScrutiny 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 05, 2012
China Cuts 2012 Growth TargetChinese Premier Wen Jiabao has set the country's growth target for 2012 at an eight-year low of 7.5% as he seeks to boost consumer demand within the nation and reduce reliance on external markets.
March 05, 2012
Myanmar May Float CurrencyResource-rich Myanmar may be about to undo one of the financial holdovers of 50 years of military rule: it could be preparing to decouple the kyat from the International Monetary Funds special drawing rightsa 35-year-long restriction that kept the official exchange rate at about 6.4 kyat to the dollar.