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
Strategic Insight Says Bond, International Equity Fund Inflows Rise
By Marlene Y. SatterAs investors show their concern about domestic stocks, reflected in lower inflows to domestic equity funds, their demand for income is displayed in sharply higher inflows to bond funds in the first half of 2010.
July 13, 2010
Greek Debt Sale Hailed a Success; Moody's Downgrades PortugalSale seen as important test of Greece's financial recovery
July 09, 2010
Hedge Fund Index in Negative Territory for JuneDow Jones Indexes and Credit Suisse announced Friday, July 9, that its early estimates suggested that hedge funds posted negative returns in June 2010, as did most other major market indexes.
July 09, 2010
Institutions Increasingly Prefer Direct Investment in Hedge FundsFunds of funds hold their own in a maturing institutional market.
July 09, 2010
Mercer Data Study Shows DC Participants Fare Better With Automated Plan FeaturesDefined contribution plan participants who used automatic rebalancing and deferral increase saw greater balance increases, by as much as 26%, according to a Mercer study.
July 09, 2010
LPL Mid-Year Outlook Expects Economic 'Tailwinds' to Keep U.S. Sailing Toward Expansion"The recovery is over. Welcome to the expansion," independent broker/dealer giant LPL Financial Corp. asserts in a mid-year outlook report released Thursday, July 8, that expects the U.S. economy and markets to stay on course for growth in 2010.