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
Envestnet May Not Be Finished With Acquisitions After FundQuest Deal
By James J. GreenEnvestnet Chairman Jud Bergman says more acquisitions possible following $24 million deal for TAMP provider.
August 16, 2011
Bear Market Indicator ‘Death Cross’ Makes Ominous AppearancesBlack Swans, Hindenburg Omenscant at least one market indicator be called Candy and Unicorns?
August 12, 2011
5 Best Quotes From Wild Market Month—So FarAs investors suffered market whiplash in August, Bill Gross, Jeremy Grantham and others made insightful, if not depressing, comments about the economic implications stemming from the debt ceiling debacle and the S&P downgrade.
August 11, 2011
Doomsayer Jeremy Grantham: ‘7 Lean Years’ Too OptimisticDecrying Republican blackmailers and President No-Show, mega-investor Jeremy Grantham says our debt-ceiling performance makes the U.S. look like a banana republic.
August 09, 2011
In Volatile Market, What We Own, and Why: Our Stock PositionsA review of our equity positions, and why we still invest in stocks.
August 08, 2011
How I’m Positioning Client Portfolios NowIn these turbulent markets, positioning client portfolios correctly. So far, so good.
August 07, 2011
Understanding the Commodity Exposure of MLPsThere are ways to target investing in order to have more or less commodity exposure than the sector’s historical averages
August 05, 2011
How to Play This Challenging Market: The Signs of OpportunityWhen the selloff becomes irrational, we have reached the point of maximum opportunity: the signs advisors should look for.