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
S&P Changes Sector Weightings For Materials, Utilities
By Staff WriterStandard & 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 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...
January 19, 2007
529 Tool Crosses Bordersoseph Hurley, founder of Savingforcollege.com, has announced an enhancement to the site's State Tax 529 Calculator. As they have in the past, users supply their state of residence, marital status, and the investment they intend to make in the 529 plan in dollars for the year. The calculator then demonstrates...