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
Subprime
By Kate McBrideAs the implosion of subprime mortgages and junk bonds causes uncertainty throughout the markets, advisors and broker/dealer executives may want to think about what's in...
July 13, 2007
Greenwich Hedge Fund Index Up 1.07% in JuneGreenwich Alternative Investments reported July 12 that the Greenwich Global Hedge Fund Index and the Greenwich Investable Index were positive for the month of June, yielding +1.07% and +0.22%, respectively.
July 12, 2007
Structured Products at Retail?On the heels of more and more news about the implosion of the mortgage backed securities and junk bond markets come three news bits of interest: guiding principles when using structured products for retail, and word from Moody's, and Standard & Poor's, which has put "612 U.S. Subprime RMBS Classes"...
July 12, 2007
Water ETFs Make A SplashA handful of new mutual funds and exchange-traded funds (ETFs) invest in companies directly involved in that most basic element of human life-- water. While most...
July 11, 2007
Policing Hedge FundsTo restore the SEC's enforcement power in policing hedge funds post the Goldstein ruling, the SEC on July 11 adopted a new antifraud rule under...
July 02, 2007
Another Charitable Venture for ClientsMicrofinance has been gaining popularity with investors as both a charitable cause and a smart alternative investment. A new fund from Citigroup Inc.--the Citi Microfinance Donor Fund--has created yet another way for philanthropists to meet up with poor entrepreneurs around the globe. In late June, Citi will launch a charitable...
July 02, 2007
Junk Bonds Under PressureFor the last few years, the supply of equities traded in the U.S. has fallen, and the number of bond issues has risen. These aren't two unrelated trends, but a natural byproduct of the buyout boom.
June 28, 2007
A Focus on Fixed IncomeMorningstar kicked off its 2007 Investment Conference June 27 in a new venue, Chicago's McCormick Place, and with a timely keynote speaker, Morningstar's 2006 Fixed...