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
Bill Would Tax Publicly Traded Partnerships as Corporations
By Melanie WaddellSenators Max Baucus (D-Montana) and Chuck Grassley (R-Iowa) introduced legislation June 14 that would tax as corporations all publicly traded partnerships that directly or indirectly derive income from investment adviser or asset management services.
June 13, 2007
Hedge Fund Index up 6.84%Greenwich Alternative Investments released its monthly Hedge Fund Index on June 11, which showed a 2007 YTD return of 6.84%, and a monthly increase of 2.18% for May, compared to an 8.76% YTD increase for the S&P 500 (3.49% for May) and a 1.27% increase (-0.76% for May) for the...
June 06, 2007
No More Equity Research From Prurudential Financial is closing Prudential Equity Group, suspending that group's institutional equity research coverage immediately, and pulling the plug on the equity group's trading and sales arms in 13 cities.
June 05, 2007
The Sixth SensePredicting the market is a highly sought after skill. Knowing where the market is headed and being able to adjust portfolios for future movements is a valuable talent indeed. And while most people might argue that it's near impossible, they would underestimate investment advisors' sixth sense of the market's direction.
June 04, 2007
Dollar Declining, but Not Set to CrashA dollar crisis, with a precipitous decline triggering grave market volatility, could be looming according to a panel of experts at a seminar sponsored by Washington think tank American Enterprise Institute (AEI). The current U.S. deficit totaled about $800 billion in 2006 while China, most notably--where a stock market bubble...
June 01, 2007
Another Asset Class for AdvisorsOver the years, a number of alternative investments have become increasingly available to RIAs and their high-net-worth clientele. Hedge fund of funds burst into the scene about 15 years ago, followed by mutual funds that utilize a plethora of market neutral strategies. Private equity may well be the next piece...
May 30, 2007
More Social-Issue Shareholder ResolutionsThe Social Investment Forum (SIF) reported May 30 that investors are filing a record number of social and environmental shareholder resolutions this year, led by resolutions on climate change, increased disclosure of political contributions and trade and association ties, and enhanced sustainability reporting, citing data from Institutional Shareholder Services (ISS).
May 22, 2007
S&P Adds Islamic Law-Compliant IndexStandard & Poor's is adding to its index offerings aimed at Islamic investors who want to participate in the markets in a way that conforms to Shariah law. The S&P BRIC Shariah Index will include large companies from the BRIC countries--Brazil, Russia, India, and China--that "trade on developed market exchanges,"...