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
Vanguard Expert: Dividend-Paying Stocks ‘Are Not Bonds’
By Janet LevauxAs 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 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.
November 08, 2011
Citigroup’s Vikram Pandit: Today ‘Fundamentally Different’ from 2008Citigroup CEO Vikram Pandit said leverage brought on the crisis of 2008, while living with the consequences of a period of over-leveraging characterizes the market today, which he says is a fundamental difference between the two.
November 07, 2011
Five Good Questions for LPL's Jeffrey KleintopThe chief investment officer shares his views on the markets, Occupy Wall Street and more.
November 07, 2011
Alternative Strategies and Advisors: Schwab Impact VideoScott Welch, senior managing director of Fortigent, provides guidance to advisors on how to conduct due diligence on alternative strategies in this interview from the 2011 Schwab Impact conference with John Sullivan of AdvisorOne.
November 07, 2011
John Hussman Warns: Probability of Recession ‘Near 100%’John Hussman, the former international finance professor turned portfolio manager, warns that 'nearly every traditional asset class is priced to achieve miserably low long-term returns right now.