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
Volatility: Time to Buy, Sell or Embrace It?
By Gil WeinreichNew volatility ETFs could provide a solution to the geopolitical uncertainty now weighing on the markets
February 24, 2011
Advisor Opinion Split on Recession’s End, According to Curian Capital SurveyClient risk tolerance remains low; advisors struggle with time management and efficiency.
February 15, 2011
UBS Report: ‘The Decade Ahead’This thought-provoking report provides a global view of coming investment opportunities and challenges.
February 14, 2011
For Wealthy Individuals, Heart Trumps Head in Investment BehaviorFlowers, chocolates and an emotional investing philosophy.
February 10, 2011
Diversification Now: The Case for Liquid Alternative InvestmentsThe challenge for advisors: alternative strategies are very difficult to use in a portfolio, at a time when more investors want alternatives exposure
February 09, 2011
Top Asset Managers for Institutions: PIMCO, Loomis Sayles Lead in Brand LoyaltyPIMCO and Loomis Sayles—two institutional asset management firms occupying opposite ends of the AUM spectrum—took the lead in brand loyalty from their current clients, according to a Cogent Research study.
February 07, 2011
KBW Survey Shows CIOs Returning to Actively Managed EquityInstitutional investors are putting their money back into actively managed equity, with much of the flow pouring into international strategies, says a Keefe, Bruyette & Woods survey.
February 03, 2011
Sustainability Reporting Needs Call for Investment-Grade DataMany corporate CEOs, foreseeing a need for investment-grade data on sustainability and corporate responsibility issues, are planning changes to their business strategies within the next three years, according to a report released Wednesday by PwC.