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
Legg Mason Sells $1B in Notes to KKR
By James J. GreenThe Baltimore-based asset management firm Legg Mason said January 14 that it will sell $1.25 billion of convertible senior notes to an affiliate of the private equity firm Kohlberg Kravis Roberts (KKR).
January 02, 2008
A Bad Omen for StocksFor the first time since 1997, domestic equities lost ground in the last three months of the year. While this outcome is certainly not unexpected given the problems in subprime mortgages, corporate credit, and housing, both the holiday mindset and end of year buying typically propel stocks higher in the...
January 01, 2008
Fundamental Indexing DefinedFundamental indexes, like the ones created by Rob Arnott, chairman of Reseach Affiliates, are based on companies' fundamental data, such as sales, book value, cash...
January 01, 2008
Built to LastBuilding portfolios in times of tumult can be very challenging, even for the most seasoned of advisors. Given what's currently unfolding in the credit markets...
January 01, 2008
Shining a Light on SoftwareOver the past 20+ years of advising clients, I have used a number of different software packages to select and monitor clients' investments. With the...
December 18, 2007
BlackRock Fixed-Income CIO to LeaveBlackRock co-founder Keith Anderson, who is a vice chairman and the firm's global chief investment officer for fixed income, will leave the New York-based firm, to run an investment fund of his own.
December 14, 2007
ETFs for Buy-Write StrategiesExchange traded fund (ETF) provider PowerShares Capital Management is launching three new buy-write portfolio ETFs. The ETFs offer exposure to covered call strategies based on...
December 13, 2007
Stem Cell OpportunitiesAlthough therapeutics companies working in the stem-cell arena are far from commercializing their results, companies that equip laboratories with analytical instruments and reagents are already beginning to gain from advances in the field and an influx of outside funding.