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
How to Play This Challenging Market: The Signs of Opportunity
By Ben WarwickWhen the selloff becomes irrational, we have reached the point of maximum opportunity: the signs advisors should look for.
August 02, 2011
Focusing on Volatility: When Risk Management Pays OffA well-managed risk reduction campaign can be effective in limiting downside losses without giving up too much of a client’s prospective upside
July 29, 2011
Fund Managers on MLPs, Returns & Opportunities: Weekend InterviewFive fund managers discuss trends affecting master limited partnerships and the role MLPs play in investor portfolios.
July 28, 2011
Rob Arnott on RAFI’s Growth, and How to Address U.S. DebtFundamental indexing has been embraced worldwide, Arnott says, but the government and the U.S. people need to embrace some tough choices on spending.
July 25, 2011
Towers Watson: Insurer Investment Chiefs to Put Pedal to MetalNorth American insurers and reinsurers may take a more aggressive to investing company assets over the next year.
July 18, 2011
What Behavioral Finance Teaches on How to Discuss Risk With ClientsThe lessons of behavioral finance: avoid focusing on short-term volatility when the objective is long-term growth.
July 15, 2011
Are U.S. Companies Really American? Is EAFE Past Its Prime?International value manager Sarah Ketterer says the EAFE Index is going the way of the buggy whip because where a company is located doesn't tell investors where its revenues are generated.
July 15, 2011
Oil Prices: Making a Burgers-to-Barrels ComparisonA group of commodities analysts looks at petrol prices over time to see if oil is cheap or expensive now.