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
Top Advisor Scandals of the Week
By John SullivanWe begin overseas in South Africa, where alleged swindler Barry Tannenbaum's $1.8 billion Ponzi scheme now has some of its victims in trouble as well.
September 15, 2010
Economist and Strategist Both Say 'Double-Dip' Recession Not LikelyExpansion will be 'subpar;' rates stay low; are bond yields so low it's time to consider stocks?
September 15, 2010
Barclays Adds Manager in TexasStephen Head will lead operations for Barclays Wealth in Dallas and Houston
September 14, 2010
Retail Sales and Business Inventories Rose in SeptemberRetail sales jumped higher in August than in the previous five months while business inventories saw their biggest rise in two years and business sales also rose after tumbling downward for two months, the U.S. Commerce Department reported Tuesday.
September 14, 2010
Global X Hits $500 Million AUM; BlackRock Ranks It Fastest-Growing ETF FirmWith 14 exchange traded funds (ETFs) brought to market in the last 20 months, Global X Funds reached the $500 million threshold in AUM. BlackRock says Global X Funds is the fastest-growing ETF provider in the U.S., up 318% year to date.
September 14, 2010
Roger Gibson Speaks About Asset Allocation NowThe man who wrote the book on asset allocation, Roger Gibson, founder and CIO of Gibson Capital, LLC, walked listeners through his current view on "Asset Allocation and the Role of Commodities," on U.S. Global Investors' webcast on September 9, with Frank Holmes, CEO and CIO of U.S. Global Investors.
September 13, 2010
ReFlow FLIX Index Shows Mutual Fund Asset Flows Dropped in JulyReFlow Management Co.'s FLIX Index, a monthly indicator of asset flow volatility for long-term mutual funds, declined to 492 in July from a 573 reading in June, continuing its retreat from the peak levels seen in May.
September 10, 2010
S&P Launches Equal-Weighted Version of Its S&P GSCIStandard & Poor's is launching an equal-weighted version of its popular S&P GSCI commodities index. Called the S&P GSCI Equal Weight Select Index, the new index comprises 14 commodities in the world production weighted S&P GSCI.