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
Why Have Large Caps Outperformed Since August?
By Ben WarwickThree themes help explain why that's happening
November 02, 2009
Whither the Markets? The Devil Is in the Entrails: Searching for Alpha, November 2009Discerning the likely direction of the markets today is like reading a cleverly written mystery novel. In both cases a macro focus is essential, but the devil is in the details.
November 01, 2009
Insurance Update: Bonds. Death Bonds.September's financial news seemed more suitable for Halloween, with headlines about the "macabre" subject of "death bonds" cropping up everywhere from mainstream media to the...
November 01, 2009
Asset AllocationBehind the Numbers, with Gail Dudack Taking a contrary position to a lot of the people she speaks with, the principal of the Dudack Research Group...
November 01, 2009
Still TimeIn delivering a short history of the SRI movement, Steve Schueth, president of First Affirmative Financial Network in Colorado Springs, Colorado, explains that SRI originally...
November 01, 2009
Why Adopt Global Standards, Anyway?Over the last decade, the world's accounting standard-setters have been working on "converging" local and global accounting standards. Central to these efforts has been the...
November 01, 2009
The ETF Advisor: Precious Metal ETFsWhat makes precious metals funds so attractive is that they offer investors the ability to gain unleveraged exposure to gold and other precious metals without...
November 01, 2009
Danger & Opportunity: Crafting a Better Target Date FundStriving to help investors pull in higher retirement incomes, Putnam Investments has revamped its existing line of target date funds by integrating target absolute return...