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
The ETF Advisor: Those Outperforming Small Caps
By Vaughan ScullySmall-cap stocks are a thorny problem for investors. With thousands of different issues and little analytical coverage available, it is a difficult and time-consuming task...
August 01, 2009
Alternative Energy Twisting in the WindLast July in this column ("Energy Is in the Air"), I wrote enthusiastically about T. Boone Pickens's plans to build the world's largest wind farm...
August 01, 2009
Venture Populist: Positive Asymmetrical OutcomesRecent proclamations in this column and venturepopulist.com blog posts that "MPT failed" in the crisis of 2008 have elicited a distinctively binary response from wealth...
August 01, 2009
The Green Advisor: Cleaner Air and CashAlthough the climate bill that passed the House of Representatives in June went through many changes on its way to securing a majority of support,...
July 29, 2009
SEC Ordered to Reconsider Annuity RuleFinding on July 21 that the SEC had "failed to properly consider the effect of the rule upon efficiency, competition and capital formation," the Court of Appeals for the District of Columbia told the SEC to reconsider Rule 151A.
July 24, 2009
Is the Worst Over for Global Hedge Funds?Cerulli Associates saysin their Quantitative Update 2009 that the most destructive financial crisis in recent memory erased just under US $ 10 trillion in professionally managed assets in 2008--with most of the deterioration in the final quarter.
July 24, 2009
Editor's Choice for July 24David Adler says, "not so fast," at least when it comes to money... Global Hedge Fund assets will rise, but not very quickly, according to Cerulli Associates.