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
PIMCO’s Gross Backs Off ‘New Normal’ Prediction
By John SullivanHow the mighty have fallen. Is Bill Gross the next Bill Miller? Investors could be forgiven for asking after PIMCO Total Return did badly in 2011, as the well-respected bond king somehow missed the biggest bond rally in nine years.
January 03, 2012
Fed to Go Public on Rate Actions in Historic Move Toward TransparencyIn a historic move that points to increasing transparency at the Federal Reserve, the FOMC announced Tuesday that beginning in January, it will start to publish a forecast of its own actions.
January 03, 2012
The Case for Emerging Market Equities in Client PortfoliosA review of the research suggests that including EM equities in client portfolios is wise, despite political risks and high performance dispersion among money managers.
January 02, 2012
Four Lessons Learned About Investing and Clients in 2011Mike Patton on picking funds, buying funds, communicating with clients and getting organized.
December 30, 2011
Gold Headed for Bear Market: SorosAnalysts might be bullish on gold for 2012, but George Soros isn't so sure.
December 29, 2011
Stark Advice on Risk Avoidance From Leading AcademicZvi Bodie has long been a lone wolf in the financial services industry. The Boston University finance professor and veteran risk avoidance advocate, has himself risked being pelted with eggs, or worse.
December 29, 2011
Mideast Loans on Block as Euro Banks Seek CashEuropean banks, in search of cash to meet new requirements, are looking to sell off their loans to Middle Eastern countries, and are looking for Arab banks as buyers in the process.
December 27, 2011
Impact Investing Picks Up Support Among InvestorsA majority of impact investors, who seek to create positive social or environmental impact beyond financial return, are optimistic about the impact investing industry, according to a new study.