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
Saving the Stock Market
By Ben WarwickAfter April and May's resilient comeback for stocks, weakness in the finance sector dragged the market down significantly in June, resulting in the third consecutive losing quarter for the S&P 500 index. Most of the problems, as expected, were mortgage-related. With analysts absolutely moribund, investor psychology wrecked, and large cap...
June 25, 2008
SEC Proposes Rule on EIAs, Opens Rule 15a-6 for CommentsThe Securities and Exchange Commission issued a proposed rule June 25 that would establish the standards for determining which equity indexed annuities are not considered...
June 16, 2008
New Advisor for Vanguard's Explorer FundThe Board of Trustees of the Vanguard Explorer Fund has named Century Capital Management, LLC, as the seventh advisor to the $11 billion fund. This...
June 13, 2008
Pershing Adds to FundVest PlatformPershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has added American Funds, JennisonDryden, OppenheimerFunds and Van Eck Global to FundVest--Pershing's no-transaction-fee...
June 13, 2008
A New DirexionDirexion Funds has launched the Commodity Trends Strategy, benchmarked to the Standard & Poor's Commodity Trends Indicator (S&P CTI). The Fund gives investment advisors and investors access to a" diversified, open-ended commodity mutual fund that allows them to benefit from both rising and falling commodity prices."
June 12, 2008
Rydex's New Leveraged & Inverse ETFsRydex Investments announced that shares of eight new leveraged and inverse exchange traded funds have begun trading on the American Stock Exchange. Select Sector ETFs...
June 02, 2008
Look Out for Rising DefaultsOne of the most useful of economic indicators is the credit spread, which measures the difference in lending rates between corporate and government borrowers. A relatively narrow spread shows that investors see little difference in risk between these two types of borrowers, while a widening spread means that corporate credit...
June 01, 2008
Asset Allocation, June 2008To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.