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 Argues That Asset Allocation, Diversification Still Valid
By James J. GreenZebra Capital chairman sees liquidity as one of five main drivers of returns
March 01, 2010
Three Points About Europe and Japan: Searching for Alpha, March 2010Warwick is currently traveling in Europe. As he surveys the global economic and financial market landscape, he sends along the following thoughts
March 01, 2010
Economic BriefsSure, equities have had a nice run. But it may not be time to trim, yet.
March 01, 2010
ETF Expert: Active ManagementFor an increasing number of investment managers who either already market ETFs or are looking to start, the pixie dust needed to get new funds off the ground is active management.
March 01, 2010
What the Research FoundThe research paper, Can Precious Metals Make Your Portfolio Shine, cited in this article was authored by C. Mitchell Conover, The Robins School of Business,...
March 01, 2010
Asset AllocationIf there's anything in the economy about which to be optimistic Gary Shilling, the Springfield, New Jersey-based economist and advisor, thinks it's the de-leveraging of...
March 01, 2010
More Advisors Embrace AlternativesAdvisors are increasingly turning to alternative investments, not as a source of outsized returns, but rather to provide true diversification to clients' portfolios, according to...
March 01, 2010
Subtraction Through AdditionAnyone who has studied basic portfolio construction understands that it's possible to reduce the overall risk in a portfolio by adding an asset class that...