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
Behind the Numbers, with Gary Shilling
By Kara P. Stapleton"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 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
February 01, 2007
A Matter of StyleBy Craig Callahan, founder and president of Icon Advisers in Denver, and C. Thomas Howard, professor of finance at the Daniels College of Business, also...
February 01, 2007
Separate Accounts Capture More AssetsPMFM has caught onto a trend, or is perhaps helping cause the trend, with its emphasis on the use of separate accounts for its clients...
February 01, 2007
Investing With StyleIn a series of articles appearing in Investment Advisor (September 2005, January 2006, and February 2006), we criticized the market-cap/value-growth characteristic grid used for categorizing...