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
Jeremy Grantham: 10 Tips for Smarter Investing
By John SullivanThe 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 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.
February 24, 2012
LGBTQ Groups Received $771M in U.S. Foundation Grants Over 40 YearsIn 2010, 318 organizations donated $97 million in support of LGBTQ issues and organizations, the report said.
February 23, 2012
New Behavioral Finance Findings and Optimal Asset AllocationA Swiss professor extends Kahneman and Tversky's research to explore how a client's aversion to loss is based on individual reference points and mental accounting, and the implications for advisors.
February 23, 2012
U.K. Wealth Tax Brought Less Revenue Than Before Tax HikeAdvocates for lower taxes are sure to take the recent poor revenue results in the U.K., which last year raised its top rate on high income earners from 40% to 50%, as a demonstration of the ineffectiveness of a tax-the-rich policy.