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
Returns on Equal-Weight Strategy Crush Cap-Weight Over Past 10 Years
By John SullivanIf results of the past 10 years are any indication, the strategy of equal weighting the S&P 500 can declare a significant victory over its capitalization-weighted counterpart.
December 03, 2011
How to Avoid the Coming ETN MeltdownThe overriding theme is to immediately cut direct credit exposure to banks by moving into ETFs.
November 30, 2011
Emerging Markets’ Growing Middle Class a Boon for U.S. Investors: Outlook 2012During the 2012 outlook season, investment strategists and other market watchers have repeatedly taken note of the growing middle classes in China, Southeast Asia, India and Brazil.
November 30, 2011
S&P Ratings Overhaul Hits Banks HardStandard & Poor's revamped its ratings criteria and lowered the ratings of 15 U.S. and European banks by one notch on Tuesday, leaving 20 more bank ratings unchanged and raising two by a notch apiece.
November 28, 2011
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 1—Assets & VehiclesIn this season of giving, Fidelity Charitable's Amy Danforth's prescriptions for choosing the right assets and vehicles to best meet your client'sand their charity'sgoals.
November 28, 2011
Four Strong Companies With Stable Dividends Might Beat TreasuriesSlipping quality, miniscule returnsemerging market banana republic? Actually, U.S. Treasury bonds.
November 23, 2011
Research Roundtable: Gundlach, Rodriguez, OthersOur expert panel John Buckingham, Kenneth L. Fisher, Jeffrey Gundlach, Robert Rodriguez sees turbulence and opportunity in the year ahead, as history makes clear that presidential election years are usually favorable for the securities markets.
November 23, 2011
Where We’re Headed: T. Rowe Price Looks at 2012 Investment Strategies'This year has been an exhausting one,' said T. Rowe Price Chairman and CIO Brian Rogers at a media conference on the outlook for 2012. But according to T. Rowe's investing experts, there are glimmers of hope on the horizon for next year.