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
Asset Allocation, Green Investing Evolving
By Kara P. Stapleton"A prevalent theme in 2008 is the evolution of asset allocation," says Bill Crager, president of Chicago-based Envestnet Asset Management, pointing out that the older investor who wants to protect capital and avoid volatility will drive that evolution. "Everyone uses an asset allocation with the usual stocks, bonds, and cash,"...
February 20, 2008
PBGC Diversifies Its Investments PolicyThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 01, 2008
Still Hope for 2008The world is a different place than it was just a few weeks ago. The Fed has reduced rates by 1.25% in this short period, in reaction to a weak economy and big losses in the banking sector. What does the market hold for investors now?
February 01, 2008
ETF Market's In Good ShapeIf mutual funds are the professional football teams of the investing universe--strength in numbers, with the pooled cash following the portfolio-building plays called by quarterback...
February 01, 2008
Behind the Numbers with Sam StovallSam Stovall, S&P's chief economic strategist, says he has a neutral exposure to stocks, with an overweight in international. "We have split up the 60%...
February 01, 2008
Catching up with...Brian McMahon, longtime president and chief investment officer at Thornburg Investment Management (TIM), added the CEO mantle to his responsibilities on January 1, succeeding Garrett...
February 01, 2008
How Active is Your Fund Manager?Download a copy of the paper How Active Is Your Fund Manager? A New Measure That Predicts Performance, by Martijn Cremers and Antti Petajisto here.
February 01, 2008
Go AnywhereBy now advisors have heard the hue and cry of many experts imploring them to move away from value investing and into growth investing, and...