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
In the Running
By Staff WriterThere were just six SMA Awards given, but there were more than six worthy candidates. Here are this year's semifinalists: Large-Cap--C.S. McKee, LP--Domestic Value Equity Wedgewood Partners,...
March 14, 2008
JPMorgan and The Fed Lend a HandJPMorgan Chase & Co. announced March 14 that "in conjunction with the Federal Reserve Bank of New York, it has agreed to provide secured funding to Bear Stearns, as necessary, for an initial period of up to 28 days," via the The Fed's Discount Window.
March 10, 2008
The Hartford Launches Global FundThe Hartford launched Hartford Global Equity Fund (HLEAX), a mutual fund classified as a Global Multi-Cap Core fund by Lipper, on March 1.
March 04, 2008
Asset Allocation, Green Investing Evolving"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,"...
March 03, 2008
All Commodities Are Not Created EqualWith traditional markets in the doldrums and Asian economic growth on a tear, commodities are among the hottest investments around. There's a case to be...
February 22, 2008
Vanguard Gets New PresidentVanguard's Board has elected William McNabb as its new president and as a director effective March 1, replacing John Brennan. McNabb, 50, will also succeed Brennan as CEO within a year. Brennan, 53, who has served as Vanguard's president since 1989 and CEO since 1996, will remain chairman and stay...
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?