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
Need Another Reason to Rebalance Clients' Portfolios?
By J. Gibson Watson III, CIMAPortfolio rebalancing can and should be a lot more robust than just selling high and buying low...it's an outstanding opportunity to add or increase exposure to overlooked asset classes at the same time.
August 20, 2009
SIFMA Forecast: Rising Treasury Issuance(SIFMA) survey projects net treasury issuance to continue to rise in the third quarter of 2009, from second-quarter levels, but it's not projected to hit a level as high as the $527 billion seen in the third quarter of 2008.
August 18, 2009
More Funds and ETFS for VanguardVanguard will be adding seven new bond index funds and ETFS to its range of actively managed funds.
August 17, 2009
What Would Ho Chi Minh Think?Van Eck became the latest firm to offer a country specific ETF with the August 14 launch of its Market Vectors Vietnam ETF (NYSE Arca: VNM).
August 12, 2009
Fed Leaves Rates Ultra Low, Continues Quant EasingThe Federal Open Market Committee announced after its August 12 meeting that it believes that "economic activity is leveling out"--presumable that means the free fall is abating.
August 07, 2009
This DAF Has Open ArchitectureSchwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
August 06, 2009
Build a Low Correlation PortfolioAlphaSimplex Group's Andrew Lo launches a multi-strategy, absolute-return fund: Natixis ASG Diversifying Strategies Fund (DSFAX).
August 03, 2009
The Hangover-Free Summer Party: Searching for Alpha, August 2009How long can the market continue to rally with an absence of genuine economic growth? July's gain of 7.82% in the S&P 500 puts that index's five-month return at over 34%.