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
Mid-Cap Value Funds Deliver Outsized Performance: Mutual Fund Focus, August 2010
By Vaughan ScullyMid-cap stocks seem to suffer from a perennial identity crisis. One the one hand, they are too small to command the dominant positions in large
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.
August 22, 2010
Small Investors Fleeing Stocks as Bond Prices SoarInvestors are pulling out of stock mutual funds in droves, though foreign stock funds are still attracting cash.
August 20, 2010
Bank Failures Outpace 2009A tally of bank failures so far this year reveals a troubling trend, but hardly surprising; the number of failures has sharply increased over last year as the economy continue to struggle to regain footing.