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
Canadian Cold Front Hits Unit Trusts
By Staff WriterThe surprise proclamation by the Canadian government that the income trust sector will lose its preferential tax status by 2011 sent shockwaves through the country's...
November 07, 2006
Equal Weight ETFs Seek to Reduce Single-Stock RiskThe big risk for investors looking for exposure to the full spectrum of economic sectors the traditional risk has been overexposure to any individual stock. With that in mind, Rydex has announced the launch of a family of nine ETFs based on the S&P Equal Weight Sector Indexes, traded on...
November 03, 2006
Emerging Market Doesn't Equal Small Cap, AnymoreWhen you see 'emerging markets' and 'small cap' in the same sentence do you automatically think it's redundant? While it may have been so once, it's time to revise your thinking. With the largest IPO in history--Industrial & Commercial Bank of China--brought to market in Hong Kong and Shanghai in...
November 01, 2006
REITs Keep Plowing AheadReal estate investment trusts (REITs) continue their gravity-defying run. After exceeding the return of the S&P 500 index for each of the last six years, REITs have built up a tremendous lead in 2006, and with only two months left to go, are poised to extend their yearly winning streak.
November 01, 2006
Fundamental Index StrategiesDownload a copy of the Research Affiliates June 2006 report, "Retrospectives on Selected Fundamental Index Strategies here. More on fundamental indexing is available at the...
November 01, 2006
Catching up with...Once, if an advisor wanted corporate bonds for a client there were three choices: buying them directly; in a unit trust; or a mutual fund....
November 01, 2006
Equity Income IngenuityWhat do clients near, or in, retirement say when advisors counsel them about how much they can prudently take out of their portfolio each year...
November 01, 2006
Fundamental Indexing Goes Main StreetFor many investors, index investing is where they want to be. It is inexpensive, allows broad participation in the market, and can be finely diced...