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
"Trust Doesn't Come and Go"
By Kate McBrideOnce an advisor has that trusted relationship with a client, can the advisor "go back" to a non-fiduciary relationship?
September 03, 2009
Seeking RedemptionDeutsche Bank will redeem all shares of a leveraged, exchange-traded note (ETN) on or about September 9th at a price to be determined on that...
September 03, 2009
The Loneliness of the Long-Term Equity InvestorOne of the most ingrained investing precepts is that the longer one's time horizon, the more appropriate equities are as an asset class. But how quickly do the risks in equity investing diminish over time?
September 01, 2009
Can China Turn Inward? Searching for Alpha, September 2009When China sneezes, the world catches a cold. Especially in the energy markets.
September 01, 2009
Responsible Investing White PaperYou can download a copy of the Robeco/Booz & Co. white paper: "Responsible Investing: A Paradigm Shift" here.
September 01, 2009
Value Versus GrowthOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...
September 01, 2009
The ETF Advisor: Pick a Country, Any CountryThe rally in foreign and emerging market stocks during the first half of 2009 has awakened within U.S. investors an apparently long slumbering desire to...
September 01, 2009
Tactical Versus StrategicIn strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are...