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
Vice vs. Nice: Sustainability Debate Pits ‘Tea Party’ Against ‘European Social’ Teams
By Joyce HansonIn a sometimes feisty Oxford-style debate in New York, portfolio managers and professors sparred over whether socially responsible investment has any business contributing toor subtracting froma companys bottom line.
September 23, 2011
JPMorgan: Recession Unlikely, So Take Advantage of Extreme ValuationsIn a critique of the Fed's Operation Twist announcement, JPMorgan market strategist David Kelly said it was a failure because the markets have reached the point where they must self-correct.
September 23, 2011
Top 10 Worst Financial Meltdowns by AthletesThese superstars blew through their hoards of cash long before retirement, which means they could've used some good financial advice.
September 22, 2011
Fidelity Charitable Introduces Enhanced Investment Options for DAF AccountsFidelity Charitable, the largest donor-advised-fund provider in the U.S., on Tuesday rolled out a new investment offering that features seven diversified asset allocation pools.
September 21, 2011
Fed’s ‘Operation Twist’ Offers Bond Investment OpportunitiesWhat does the Fed's "Operation Twist" easy-monetary policy move mean for bond investors? Heres a roundup of what the strategists are saying about opportunities in the fixed-income market.
September 21, 2011
Stable Value Fund Inflows Surge During August VolatilityInvestors flocked to stable value funds in an effort to smooth volatility experienced in August, apparently seeing them as a higher-yielding alternative to money markets.
September 13, 2011
PIMCO’s Kashkari: Buy Equities on Dividends and EarningsNeel Kashkari, the new head of global equities for PIMCO, said investors should turn to equities as an attractive asset class, and three factors made the class a winner: multiples, earnings, and dividends.
September 11, 2011
Top Portfolio Products: Templeton Launches Global Fund; Neuberger Adds Two FundsVan Eck gold ETFs AUM top $13 billion; Adams Express sets distribution target; OIC says August options hit record; two Rydex funds close to new investors.