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
What's the Prognosis for Passive and Active Management?
By J. Gibson Watson III, CIMAThere is considerable debate over whether the recent decline in stock prices has resulted in a great buying opportunity. And which metrics should advisors use to evaluate that?
September 01, 2009
Can China Turn Inward? Searching for Alpha, September 2009When China sneezes, the world catches a cold. Especially in the energy markets.
September 01, 2009
Responsible Investing White PaperYou can download a copy of the Robeco/Booz & Co. white paper: "Responsible Investing: A Paradigm Shift" here.
September 01, 2009
Value Versus GrowthOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...
September 01, 2009
The ETF Advisor: Pick a Country, Any CountryThe rally in foreign and emerging market stocks during the first half of 2009 has awakened within U.S. investors an apparently long slumbering desire to...
September 01, 2009
Tactical Versus StrategicIn strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are...
September 01, 2009
Asset AllocationBehind the Numbers, with Sam Stovall Inflation should not be a major concern of the economy in the current environment, noted Sam Stovall, S&P's chief investment...