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
Inflation Paradox
By Ben WarwickA little inflation is a good thing, because it shows that there is decent demand for products, and an economy that's nicely "humming along." Runaway inflation is not a good thing, however.
September 25, 2009
Tandem Performance PuzzleTypically, stocks and bonds go in opposite directions, a tendency that has exhibited itself throughout most of 2009. But in the last four weeks, long-dated Treasuries have risen right alongside equities, as the pair has each notched a 6% gain.
September 25, 2009
A New ETF for Emerging Markets Financial ServicesFor wealth managers who seek exposure to the financial sector outside of the U.S., there is a new ETF that could merit a closer look. It's based on the Dow Jones Emerging Markets Financial Titans 30 Index.
September 24, 2009
What can a Collar do for Client's Portfolios?Options-based strategies to reduce risk and boost relative performance in a down market are not new. But a new, 10-year study underscores how helpful they can be in down markets.
September 24, 2009
Back to Basics: Large-Cap Growth Funds: Mutual Fund Focus, September 2009Among the dilemmas that haunt the world of investing, growth versus value is one of the most fundamental. Buy low and hope for a turnaround, or go with a proven winner, betting the streak will keep going?
September 22, 2009
The State of the ConsumerThere's some obvious trepidation out there among buyers, who would rather save than spend. But instead of money-market accounts (and their zero yields), it seems that most folks prefer to stash their savings in the stock and bond markets.
September 14, 2009
A Year Later, Lessons Learned From the Financial CrisisAt Schwab Impact, El-Erian and Fink say we're safer, but not necessarily safe
September 11, 2009
Investing in Asian Debt?Hedge fund managers who want to invest in distressed debt in Asia can get some help in the form of a new "strategic" partnership between two hedge fund service providers.