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
January 18, 2007
Getting In on IPOsThere may be nothing in the investment field that generates more passionate and varied emotion than the topic of initial public offerings (IPOs). For clients who have not been able to get into enough IPOs on their own, or who want professional management of an IPO portfolio, there is a...
January 17, 2007
Energy Outlook for 2007While S&P projects real U.S. GDP (gross domestic product) growth will slow to 2.3% in 2007 from 3.3% in 2006, the world economy looks solid. S&P Economics is calling for global GDP growth of 3.2% in 2007 vs. 3.8% in 2006, driven by growth in emerging countries, particularly China. This...
January 05, 2007
Account ConsolidationBank of America has launched a unified managed account service, called Portfolio Strategies Managed Account, that combines a separately managed accounts platform and managed mutual fund wrap account platform into one entity. The new platform is probably going to be the "fastest growing fee-based platform we have in Premier Banking...
January 04, 2007
In '06, Small Cap Outperformed Large-Cap AgainThe small-cap Russell 2000 Index made a comeback in 2006 with a gain of 18.4%, outperforming the large-cap Russell 1000 Index (15.5%) for the seventh year in the past eight years. "The Russell 1000 and Russell 2000 each outperformed the other for six separate months through the year, but in...
January 04, 2007
Money Managers Bullish for 2007Russell Investment Group released in late December the results of its Investment Manager Outlook, a quarterly polling that aims to collect--from professional money managers--opinions about...
January 02, 2007
What if the Bond Guys Are Right?Signs abound that 2007 will be good for equity investors. We're coming into the third year of a presidential cycle, which is historically the best...
January 01, 2007
Happy New YearWhen it comes to predicting what's going to happen in the economy and market over the course of a year, the best prognosticators, of course,...
December 28, 2006
Playing Follow the LeaderOften the simplest information is the most effective, says John Samore, founder of GrowYourRetirement.com, a subscription-based Website and e-mail service that provides information based upon Samore's own investment experience to people interested in investing a portion of their retirement savings in the stock market. Tired of what he calls the...
December 07, 2006
New Mutual Funds Observe Islamic LawDeutsche Bank has launched five mutual funds that comply with traditional Islamic law, or Shari'a, in response to what it said was a growing demand for Islamic investment products. Marketed as DWS Noor Islamic Funds, Deutsche Bank says they are the first to be Shari`a compliant and excludes investments in...
December 01, 2006
The Logic of Bond ETFsThere are a ton of reasons why equity exchange-traded funds (ETFs) are one of the fastest-growing investment vehicles. Cost is the most often-cited benefit. ETFs...