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
Five Good Questions on Portfolio Theory with Hedge-Fund Manager Scott Vincent
By Bob SeawrightThe author of “Is Portfolio Theory Harming Your Portfolio” discusses active vs. passive management
June 06, 2011
Jason D. Pride, CFA Director of Investment Strategy Portfolio Fix: What to Do About the Latest Growth ScareIn his latest investment-strategy outlook, Jason Pride of the investment firm Glenmede notes that the U.S. is in the midst of a “soft patch,…
June 02, 2011
Mass Affluent’s Top Reason for Picking an AdvisorWhere once the mass affluent looked to performance and risk level, they have changed their reasons in 2011 when picking an investment provider, according to data from Spectrem Group in its new report, "Mass Affluent Investors 2011, Vol. 1," released Wednesday.
May 24, 2011
Advisor First Steps in Constructing Capital Market AssumptionsA shopping list advisors can use to test any capital markets assumptions modeling tool.
May 15, 2011
Reconsidering the Case for CommoditiesOne investment firm contends that the fundamental case for commodities has changed since the late 1990s
May 12, 2011
U.S. Global's Derrick Sorts Through Emerging Markets: Weekend InterviewSome emerging markets could outperform more developed ones due to higher commodity prices, a weak U.S. dollar and other factors, Derrick says.
May 12, 2011
How to Handle Volatile Commodities: Advice From LPL, S&P, GoldmanInvestment advice from Goldman Sachs, ETF Securities, Standard & Poor’s, LPL Financial and WFS Funds on how to handle the volatile commodities markets.
May 06, 2011
Goldman Sachs’ Don Gervais on N-11’s Potential to Rival G-7: Weekend InterviewTo gauge the various factors influencing international markets today and where the best investing opportunities are today, AdvisorOne spoke recently with several experts, including Don Gervais, global head of the fundamental equity product management for Goldman Sachs Asset Management.