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
Asset Allocation, March 2007
By Staff WriterTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
March 01, 2007
Behind the Numbers, with Gary Shilling"I think the economy is in trouble," says Gary Shilling, portfolio strategist for A. Gary Shilling & Co. "Housing is going to sink the economy...
February 21, 2007
S&P Changes Sector Weightings For Materials, UtilitiesStandard & Poor's Equity Strategy has changed two sector recommendations and now advises a marketweight position in the utilities sector, previously underweight, and an underweight position in the materials sector, previously marketweight.
February 16, 2007
New Options ToolsAn online resource on stock compensation--myStockOptions--has launched a new level of membership, specifically for financial planners, wealth advisors, and CPAs. myStockOptions Pro (MSO Pro allows...
February 14, 2007
Morningstar Adds Managed AccountsAdvisors who are looking at managed accounts for stocks may want to examine a new offering from Morningstar Investment Services, Managed Portfolios Select Stock Baskets,...
February 01, 2007
Don't Count Out Bonds (Yet)Although the Treasury market followed energy prices lower throughout January, that correlation isn't likely to continue indefinitely. A combination of stifled inflation anxiety and solid economic growth is as good as it gets for investors. However, it should be noted that any deviation from the good news that market participants...
February 01, 2007
Great-West Lifeco Looks South to Buy Putnam InvestmentsPutnam Investments' parent company, Marsh & McLennan, is selling the investment company to Great-West Lifeco, Inc., a Winnipeg, Manitoba-based subsidiary of Power Financial Corporation, for $3.9 billion, according to a February 1 announcement.
February 01, 2007
Asset Allocation, February 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here