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
Home Prices Fall in China
By Marlene Y. SatterPrices of homes fell in China for a fourth straight month as the Chinese government repeated its determination to keep property restrictions in place.
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.
December 27, 2011
Top Portfolio Products: Granite Launches Value Fund, Knight Capital Adds Two Astor ETFsNew products introduced over the last week include a new value fund from Granite Investment Advisors and two new ETF mutual funds from Knight Capital; the adoption of a FTSE benchmark by Vanguard for one of its funds; and the addition of more tools to its active trading platform by...
December 27, 2011
How Advisors Can Deal With Client Cultural DifferencesSome advice for advisors on how to interact with clients who different cultural perspectives.