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
MainStay Investments Acquires New Funds
By Staff WriterMainStay Investments announced that they will acquire four equity mutual funds managed by Epoch Investment Partners Inc., (Epoch).
July 01, 2009
Reviewing the Reviewer: Searching for Alpha, July 2009The biggest risk to equities may well be the attractive return offered by bonds.
July 01, 2009
ETF Advisor: Cr?me de la Cr?me--The Best-Performing ETFs for the Long RunQuick, what do these three exchange-traded funds--Consumer Staples Select Sector SPDR, iShares Dow Jones U.S. Energy Sector, and Vanguard Consumer Staples--have in common? They are the...
July 01, 2009
Asset AllocationBehind the Numbers, with Gary Shilling That there have been some positive indicators of late is no indication that we're out of the woods. "We've had...
July 01, 2009
How To Make Cap and Trade WorkAccording to the Environmental Defense Fund, a successful market-based cap and trade program for carbon emissions requires a few minimum elements. All of the following...
July 01, 2009
Changing Shades of BlueAs of December 31, 2008, the top five holdings in Massachusetts Investors Trust, which this year celebrates the 85th anniversary of its founding, were the...
July 01, 2009
Soapbox: Euthanize Wealth Management PracticesThe wealth management practices of the Wall Street firms and big banks are broken. Again. To understand this point, it's important to step back and remember...
July 01, 2009
Retirement Planning: Fund Firms Get Ahead of Summary Prospectus DeadlineWhile mutual funds are busy getting up to speed with the Securities and Exchange Commission's summary prospectus rule--the Commission only requires mutual fund companies to...