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
ReFlow FLIX Index Shows Mutual Fund Asset Flows Dropped in July
By Joyce HansonReFlow 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
U.S. Global Investors Reports Earnings2010 revenues, earnings and cash flow improve over 2009 levels.
September 10, 2010
PowerShares to Launch ETFs Using KBW IndexesInvesco PowerShares announced Thursday, September 9, that it had signed an agreement with Keefe, Bruyette & Woods (KBW) to license four KBW indexes.
September 10, 2010
European Fund-of-Funds Market to Surge: CerulliAccording to a report released Friday, September 10, by Cerulli Associates, European fund-of-funds market growth is expected to hit 80% over the next five years, expanding by nearly 250 billion euros.
September 10, 2010
Vanguard Introduces Series of Low-Cost Index Mutual Funds and ETFsAs was expected, Vanguard has filed registration statements with the SEC to introduce a broad range of new index mutual funds and ETFs based on Standard & Poor's domestic stock indexes.
September 10, 2010
Bond Boom Good for PIMCO, but Not for U.S. Economy, El-Erian SaysPIMCO's CEO and Co-CIO Mohamed A. El-Erian says business at the bond shop is "booming," which is not a good sign for the U.S. economy, he told Bloomberg in a radio interview on Friday, September 10.
September 09, 2010
Finance-Sector IPO Pipeline Frozen in Place: Renaissance CapitalSince July 8, when Fortune Bank shelved its $360 million IPO, a total of 11 filings in the finance sector have not gone to market, according to data from Renaissance Capital. Those 11 filings are just a fraction of the total 168 IPOs that have stalled.
September 09, 2010
Interest Rates Wreak Havoc With Investors, Home BuyersBad news whether rates are up or down.