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
J.P. Morgan Funds’ Investment Advice Now on iTunes
By Joyce HansonFree financial advice from J.P. Morgan Funds is now available on iTunes, with podcasts offering market views and investment strategies.
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.
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...