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
Ibbotson Says Asset Allocation and Diversification Held Up
By James J. GreenWhile many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ....
April 01, 2010
Annuity Sales IncreaseTwo reports released in late February by the Insured Retirement Institute (IRI) found that the sales of both fixed and variable annuities continued to recover...
April 01, 2010
Venture Populist: The Venture Investor's Put OptionPrivate venture investors embrace the notion of swapping liquidity and safety of principal in the pursuit of positive asymmetrical outcomes and the higher risk premium...
April 01, 2010
Expert's Corner: Putting It in NeutralWith every bear market the discussion as to whether "buy and hold" works invariably resurfaces. It will be analyzed in journals, opined over in the...
April 01, 2010
Clear Thinkers"The value of due diligence is greater now than it ever has been," says J. Gibson Watson III, president of Prima Capital Holding, and the...
April 01, 2010
The Green Advisor: Earth Day RevisitedApril 2010 will mark the 40th anniversary of the first Earth Day. In the first installment of this column in June 2008, I wrote about...
March 30, 2010
S&P Lowers Rating of SPDR Bond FundStandard & Poor's Ratings Services lowered its fund credit quality rating on SPDR Barclays Capital International Treasury Bond ETF
March 30, 2010
Global Investor Confidence Index Rose in MarchAsian institutional investors led the way