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
Lifetime Income Products Debut
By Staff WriterFidelity Investments unveiled a group of retirement income products and online applications for advisors and clients, October 3, aimed at helping retirees generate more predictable monthly cash flow streams for certain time horizons, or for life.
October 01, 2007
How the Credit Crunch Might Slow the EconomyCould the current credit and markets crisis affect the economy? All eyes were on the Fed as we went to press and what it would...
October 01, 2007
Behind the NumbersNext time you're thinking about investing in a hedge fund or managed futures account, you may want to check with your grandmother. Explain what you're...
September 25, 2007
Northern WreckThe ongoing fallout from the subprime mortgage calamity in the United States may strike the United Kingdom quite hard, some observers believe. The Bank of England's recent surprise agreement to provide emergency bailout funding for troubled U.K. mortgage lender Northern Rock may only be a harbinger of things to come.
September 17, 2007
Harvard's El-Erian Will Return to PIMCOMohammed El-Erian, who left Pacific Investment Management Co. (PIMCO) to join Harvard University's endowment fund--Harvard Management Company--in October 2005, rebuilt the endowment's investing team in...
September 07, 2007
A Brave Nanotech WorldThis broadly defined emerging technology essentially relates to the control of matter on a molecular level where the rules of quantum physics reign. Increasingly, scientists and researchers are creating and using devices and materials that are too small to even be seen by high-powered microscopes--consider that one nanometer represents one...
September 06, 2007
Lower Prices at Vanguard for Larger ClientsFor investors who have $100,000 to $1 million-plus at Vanguard, the news is good: reduced costs for brokerage and planning, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, perhaps this is yet another layer of competition for customers and assets.
September 04, 2007
August Shows Value of Prudent DiversificationAugust was a study in contrasts. Domestic equity and high-grade fixed income weathered the storm of global volatility to close mostly higher, but the loan market fell apart. Finding a bid on high-risk corporate bonds or subprime mortgages was even more difficult.