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
Behind the Numbers with Sam Stovall
By Staff WriterDuring a Webinar in late April, Sam Stovall, S&P's chief economic strategist, discussed the equity market outlook. Stovall believes that from economic, fundamental, technical, and...
April 01, 2008
The Bear Stearns ConundrumThe most dramatic event in the wild and woolly month of March 2008 was the shocking, Fed-inspired bail-out of Bear Stearns by JPMorgan. If one...
April 01, 2008
In the RunningThere 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,...
April 01, 2008
At the SummitGiven the uncertainty across the investment and economic universe over the past year, it is no small feat for separately managed account (SMA) portfolio managers...
March 20, 2008
India InvestingAdvisors who like to use ETFs or mutual funds for client portfolios' foreign-country exposure may want to look into two new India investment offerings: one...
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,"...