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
Buffett Makes Rare Investment in Tech Sector With IBM
By Marlene Y. SatterAlthough he normally shuns tech stocks, Warren Buffett, head of Berkshire Hathaway, veered from his usual policy and sank close to $11 billion into shares of IBM, picking up a stake of almost 5.5% that makes him potentially its biggest shareholder
November 14, 2011
Year-End Gift Giving Will Be More Modest—and ‘Meaningful’A study released Monday by World Vision indicates that 71% of American adults surveyed reported that they would spend less on holiday presents this year because of the current economic climate.
November 14, 2011
Vanguard Expert: Dividend-Paying Stocks ‘Are Not Bonds’As investors look to dividend-paying stocks for yields, an economist with Vanguard cautions them against substituting such investments for lower-volatility vehicles, like bonds
November 13, 2011
Guides for Investing in a Climate of UncertaintyAdvisor Mike Patton writes on how he prefers to deal in reality, not perception. What's your approach?
November 11, 2011
Top 5 Small Cap Mutual FundsMarket volatility has been especially hard on small cap managers of late, but Investing 101 dictates that what goes down must come up, and the steeper and deeper in, often (but not always) means the steeper and higher out.
November 11, 2011
Strong Yen Puts Foreign Companies in Easy Reach of Japanese InvestorsWhile most economic commentators portray the strong yen as a fundamental problem for Japan, portfolio manager Drew Edwards of Advisory Research Funds says the Japanese have proven themselves adept at adjusting to a stronger currency.
November 08, 2011
Nordic Banks Thrive Despite Negative OutlookBanks in Scandinavia, in the wake of the 1990s financial crisis that led to substantial changes, are now among the healthiest in Europe, with access to capital markets that are shut to many other institutions. The reason? The majority of their business is local, accompanied by large capital reserves and...
November 08, 2011
Buy-and-Hold Debate Gets Louder as Market Volatility RisesThe rising level of market volatility as 2011 comes to a close seems to be bringing with it a return of doubts about 'buy-and-hold' investing, as expressed by Mark Cuban, that became a fixture of investment debate in the market crash of 2008.