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 Outlook: Negative, but Sound
By Marlene Y. SatterIn the second half of 2008, Fitch Ratings moved its ratings outlook for most insurance regions and sectors globally to negative. It now expects a...
April 01, 2009
The Green Advisor: A Two-Bucket ApproachThe idea of green investing to a large degree began with the socially responsible investing (SRI) movement. In its early years, SRI seemed to operate...
April 01, 2009
Clark at Large: Timing Is EverythingI don't usually write about mutual funds. My now ex-wife was/is a partner at Thornburg Funds, and it didn't seem fair to expect people to...
April 01, 2009
Danger & Opportunity: The Silver LiningTokyo-based SPARX Group was founded in 1989 by Shuhei Abe, who has since grown the investment firm into one of Asia's largest asset managers (and...
March 27, 2009
A Clear VisionIf you--like Dr. Richard Sandor--believe in the proposition that air and water will become the asset classes of the near future, you understand that companies helping to provide clean air and water will be good investments.
March 19, 2009
New Rules for Money Market FundsThe Board of Governors of the Investment Company Institute endorsed March 17 recommendations from the Money Market Working Group to require new regulatory and oversight...
March 02, 2009
A Mea Culpa, With Attitude, From Warren BuffettAnnual shareholder letter suggests economic woes will last through 2009, and "probably well beyond"