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
Form ADV Changes Have Advisors Worried
By Danielle AndrusAre you prepared for the changes to Form ADV Part 2? If not, you aren't alone. A recent survey conducted by RegEd, a compliance consulting...
November 28, 2010
Tactical Investing and Portfolio Construction: A Talk With Jeff Buetow of Innealta CapitalIf you're an advisor who attempts to rebalance client portfolios, in a smart way, as client circumstances or market dynamics shift, says Jeff Buetow, "you are employing a somewhat tactical approach."
November 22, 2010
NAAIM Announces 2011 Active Investment Management CompetitionIs there a way to profitably use active management with a portfolio of mutual funds, ETFs, stock baskets or other investment vehicles?
November 18, 2010
Outlook 2011, Investing: Big Payoff From High-Dividend Stocks, MFS SaysU.S. stocks will rally in 2011, with an especially strong performance among high dividend-payers, a group of MFS Investment Management strategists predicted.
November 17, 2010
As Investors’ Risk Appetite Grows, a Correction Looms, BofA Merrill Lynch SaysInvestors embraced riskier assets after the resumption of quantitative easing (QE), but a correction could be drawing near, according to the BofA Merrill Lynch Survey of Fund Managers for November released Tuesday.
November 14, 2010
A Good Hedge Beats LeverageThe Dow took a 2.2% haircut this past week. Since stocks on average generate returns of 6.5% above the rate of inflation per year, and...
November 12, 2010
New Research Belies Large Hedge Funds’ Perceived SafetyInvestors who are attracted to large hedge funds because of their supposed safety and liquidity advantages may want to consider research results contained in a proprietary white paper released Thursday by Spring Mountain Capital.
November 10, 2010
Peng Chen Promoted to Head Morningstar’s Investment Management OperationsPeng Chen, the Ibbotson Associates president, was named Wednesday to the new post of president of the Chicago-based company's Investment Management division.