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
IN BRIEF
By Janet LevauxOn October 31, Thomas Faust became chairman and CEO of Eaton Vance, succeeding James Hawkes, who retired. This changing of the guard was announced in...
October 23, 2007
Putin to Remain Front and Center in RussiaRussia has enjoyed unprecedented economic growth over the seven years of Putin's reign, due largely to surging oil and gas export revenues. At any rate, the commodity price surge jump-started the economy--as well as the government to repay its international debts--leaving the ruble devaluation, debt default, and financial crises of...
October 16, 2007
Environmentally Sustainable InvestmentsAdvisors and their clients who want to invest in environmentally sustainable assets have two new choices with the launch of Sustainable Asset Management's (SAM) Sustainable Water Fund and Sustainable Climate Fund.
October 16, 2007
Barclays Launches Single-State Muni ETFsBarclays Global Investors has announced the rollout of California and New York state-specific municipal bond ETFs, which are listed on the American Stock Exchange and began trading on October 5. New York and California are two states with high state income taxes and many high-income residents, which my make these...
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
October 04, 2007
Lifetime Income Products DebutFidelity 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
Like Bananas, Big News Comes in BunchesOne of the most prominent features of the U.S. economy in the last two decades has been a consistent decline in volatility. Recent volatility, however, points to a potential increase of the metric to more historical levels.
October 01, 2007
Vanguard Price Cut for Big InvestorsFor investors with more than $100,000 at Vanguard, the news is good: reduced costs, broader services, and for the highest bracket, access to some mutual...