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
Market Volatility Abounds
By Staff WriterOver the last four decades, the S&P 500 Index has posted an average of 58 days per year with an up or down movement of greater than 1%. From October 1, 2007--the S&P 500's historical high point--through July, 2008, the index has posted 83 such days, implying an annual rate...
August 01, 2008
Behind the NumbersSome slowing of consumer spending may actually be a positive sign according to Stuart Schweitzer, global market strategist with JPMorgan Private Bank. In a June...
August 01, 2008
Time for an AlternativeDespite the recent tumult in the hedge fund world with the collapse of Bear Stearns's two hedge funds and the subsequent arrest of its two...
August 01, 2008
Wholesalers: The Whole TruthWhat do financial advisors really want? (Ask yourself what you really want.) And how can they get it? To help answer these questions, CEG Worldwide...
July 22, 2008
Ameriprise Financial to Acquire SeligmanA definitive agreement has been reached between Ameriprise Financial, Inc. and J. & W. Seligman & Co., Inc. under which the Minneapolis-based financial services firm...
July 11, 2008
Hedge Funds Do Well as Equity Markets SlideDespite equity markets selling off sharply, hedge funds fared pretty well in June, according to Hennessee Group LLC, an advisor to hedge fund investors. The Hennessee...
July 11, 2008
Another Institutional Capital Fund from MainstayMainStay Investments, the retail distribution arm of New York Life Investment Management, introduced the MainStay Institutional Capital (ICAP) Global Fund to advisors at the annual...
July 11, 2008
More Equity FundsSchwab's Laudus Funds, which partners with third-party money managers, has added international equity and global equity mutual funds from London-based Mondrian Investment Partners Ltd. to its lineup.
