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
How to Protect Portfolios With REITs
By Janet LevauxNAREIT study using Morningstar analysis shows that a 14-20% REIT allocation can both protect wealth and boost returns.
March 14, 2012
Britain May Revive Perpetual GiltsEverything old is new againBritain is considering bringing back perpetual gilts, long-term bonds that were first debuted after the South Seas Bubble crisis of 1720. With 100-year maturities and todays extra-low interest rates, the idea is attractive to many.
March 13, 2012
How Investors Should Play a War With IranJust as Pentagon planners are sorting out military contingencies in the event of a conflict with Iran, so too are investment planners assessing the investment risks and opportunities of war in the Persian Gulf.
March 12, 2012
Greek Bailout Set for ApprovalEuro area finance ministers gathered Monday to approve a second bailout for Greece after the country won approval from private bondholders to cut its debt.
March 12, 2012
Market Will Set Yuan Level: ChinaInvestors have been expecting a reduction in how much cash must be kept at PBOC by commercial lenders, after required reserve ratios were cut in November and again in February to lower them from their record high in June of 21.5%.
March 12, 2012
Belgium Deepens Austerity CutsBelgium 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 09, 2012
Top Portfolio Products: Wasatch Launches Frontier Fund; Westwood Seeks High YieldNew products introduced over the last week include a frontier markets fund from Wasatch and a short-duration, high-yield fund from Westwood.
March 09, 2012
NAIC Reviews Hybrid Annuities to Ensure Meaningful Guaranteed Income PromisesThe NAIC Life Insurance and Annuities Committee has indicated that it will begin reviewing certain income annuity products that offer guaranteed lifetime withdrawal benefits.