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
Using Managed Futures in Rough Markets: Part 1
By Jane Wollman RusoffA little-known portfolio tool can help advisors reduce risk for their clients in severe market slides, financial experts say.
August 24, 2010
Securities America Sued for 'Misleading' InvestorsPrivate placement notes in default; firm alleged to have withheld 'material information.'
August 23, 2010
DFA Plans to Roll Out a Commodity FundDimensional Fund Advisors (DFA) is expected to roll out the DFA Commodity Strategy by year-end, according to a report by Morningstar Advisor on Monday, August 23.
August 23, 2010
Stocks, Munis Have Best 'Real' Returns Over Long-Term, Thornburg Study FindsCommon stocks and municipal bonds have had the highest long-term "real" returns for taxable accounts over the last 30 years, according to an annual study by Thornburg Investment Management (Thornburg) released Monday, August 23.
August 23, 2010
Bond fund inflows approach record winning streakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.
August 23, 2010
Fed Official Says 'Too Big to Fail' Threatens Community BanksThomas Hoenig, president of the Kansas City Federal Reserve Bank, that the long-term health of community banks is being strangled by the market's, and the government's, policy of "too big to fail" toward big banks.
August 23, 2010
Columbia-RiverSource to Streamline 62 Fund OfferingsColumbia Management Group says that it has proposed 62 fund mergers as part of the sale of its long-term asset-management business to RiverSource Investments, which is owned by Ameriprise Financial.
August 23, 2010
Bond Fund Inflows Approach Record Winning StreakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.