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
The Markets: Doomed to Repeat?
By Roger SchreinerSome financial experts who know the history of U.S. markets inside and out are nonetheless oblivious to the history of stock markets around the world....
May 28, 2010
Bull, Tech Funds Leading the Pack: Mutual Fund Weekly WrapupThe latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.
May 28, 2010
Wealthy Taking More Control of Their Finances, Barclays FindsU.S. high-net-worth investors have emerged from the recent financial crisis pessimistic about the American and global economies and with less trust in Washington's ability to manage financial crises.
May 27, 2010
U.S. Durable Goods Rose n 2.9% in April, Beating ExpectationsCommercial aircraft see biggest boost, with 16.1% increase over March
May 24, 2010
Annuities Projected to Have Strong Growth Potential, IRI Survey FindsA new survey from The Insured Retirement Institute (IRI) and Cerulli Associates finds the overall outlook for the annuity industry is positive.
May 20, 2010
Lipper Research Finds Islamic Funds' Results Are Sharply HigherIslamic funds invested in the Gulf Cooperation Council (or GCC, which includes several Arab states on the Persian Gulf) sharply improved their position in Lipper rankings, according to a recent report.
May 20, 2010
Fidelity Says 401(k) Contributions and Balances IncreaseFidelity Investments, the nation's largest provider of workplace retirement savings plans, reported Wednesday, May 19, that its average account balance rose 41% to $66,900 by the end of first quarter of 2010.
May 17, 2010
Vanguard Research Paper States the Case for Bond DiversificationIn recent months, investors have been peppering Vanguard with questions about how they should react to prospects of rising interest rates.