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
Tactical Investing and Portfolio Construction: Part 2 of a Talk With Jeff Buetow of Innealta Capital
By Mike HenkelJeff Buetow and his team at Innealta Capital are in the business of “always managing risk and return simultaneously.”
November 30, 2010
Vanguard Asks: Will International Asset Allocations Stick?Emerging markets have outperformed as an asset class over the 10 years ended Aug 31, according to a research paper from Vanguard by Francis Kinniry Jr., Christopher Philips and Yan Zilbering.
November 29, 2010
J.P. Morgan Funds’ Investment Advice Now on iTunesFree financial advice from J.P. Morgan Funds is now available on iTunes, with podcasts offering market views and investment strategies.
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...