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
Outlook 2011, Investing: Big Payoff From High-Dividend Stocks, MFS Says
By Joyce HansonU.S. stocks will rally in 2011, with an especially strong performance among high dividend-payers, a group of MFS Investment Management strategists predicted.
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.
November 08, 2010
Human Capital Most Important in Treasury OperationsThe key factor in an efficient treasury operation, instead of technology or other elements, is the people, according to the third annual AFP Treasury Benchmarking Survey, released Sunday.
November 07, 2010
Three Lessons on Strategic Allocation From the Financial CrisisOne of the biggest misconceptions about strategic asset allocation is that it's an outmoded "buy and hold" approach. In truth, strategic allocation done right has...
November 04, 2010
Key to Corporate Survival? Worker PassionIf your employees are among the 77% in the U.S. who are not passionate about their jobs, look out: your company is lacking a vital element for its long-term survival.
November 03, 2010
Glenmede’s CEO Gordon Fowler Discusses ‘Fat Tails’One legacy of the recent financial crisis is that many investors have become acutely aware of the greater possibility of extreme asset returns, or "fat tails," as they are often called.
November 02, 2010
QE2 and the Great Wealth Transfer: A Spurt for the Economy?: Searching for Alpha for November 2010Quantitative easing (QE) is a government strategy of printing money in order to retire debt and purchase assets that increase the size of the public balance sheet.