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
Danger & Opportunity: REITs on the Rise
By Melanie WaddellIt looks as though the REIT market is poised for growth. A recent report by global consulting firm Mercer titled "Recapitalization and Recovery in the...
November 30, 2009
Currency StrategyCurrencies can be an effective diversification tool. This currency strategy can be valuable, especially after the past two years in which almost every type of asset tended to go to a correlation of one.
November 19, 2009
Why Have Large Caps Outperformed Since August?Three themes help explain why that's happening
November 16, 2009
Are Currencies the Holy Grail in Diversification?If you believe that allocation to non-correlative assets to diversify portfolios is the Holy Grail of better risk-adjusted returns, you may find this interesting.
November 03, 2009
THE ETF EXPERT: Assets Pouring into Water ETFsWho would not want to own companies that produce or distribute an item that is essential for human life, exists in limited quantities, and has no known substitutes?
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...