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
Stock Correlations Rise: Implications for Wealth Managers
By J. Gibson Watson III, CIMAManagers focused on fundamentals feel pulse of stock correlations.
June 29, 2011
Equities as Inflation Hedge? What the Data Actually ShowsA strategy for rethinking conventional wisdom on allocating to equities during short-term inflation bouts.
June 28, 2011
Target Date Funds’ Stock Holdings Are Too Risky: Putnam StudyA new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.
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