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
Institutional Investors Rapidly Shift to Direct Hedge Fund Investing: Citi Survey
By Michael S. FischerInstitutional fund managers have undertaken a dramatic shift to direct hedge fund investing following the global financial crisis, according to a survey by Citi Prime Finance.
June 27, 2011
PIMCO Expert on Inflation: ‘Goldilocks Days’ Are OverPortfolio manager shares ways to invest in a world with rising commodities and other prices.
June 24, 2011
Hedge Funds? Forget It, Say ETF Experts. Try Replicating Them Instead.IndexIQ CEO Adam Patti works with RIAs to create new ETFs, including ones that replicate hedge funds, but at a much lower cost.
June 21, 2011
PIMCO Bond Outlook: Emerging Markets Offer Best BetScott Mather at PIMCO set forth his reasons for this strategy in a Q&A published by the bond company on Monday, pointing out the headwinds faced by developed countries and the advantages those present for developing markets.
June 16, 2011
J.D. Power: Investors Clueless on Suitability vs. Fiduciary StandardsA survey by J.D. Power and Associates reveals that, by a vast majority, full-service customers don’t know the difference between the standards that are now in effect.
June 14, 2011
How to Arrive at Better Capital Markets ForecastsA process for making forecasts that actually make a difference in clients’ portfolios
June 10, 2011
Five Good Questions on Portfolio Theory with Hedge-Fund Manager Scott VincentThe author of “Is Portfolio Theory Harming Your Portfolio” discusses active vs. passive management
June 06, 2011
Russell Introducing 10 Risk-Flavored ETFsRussell uses beta, volatility and momentum because its research shows these three factors have a strong influence on portfolio returns