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
Strategies and Strategists
By Staff WriterIn his IA Leader's Interview in the October 2006 issue of Investment Advisor, Gene Balliett of Balliett Financial Services in Winter Park, Florida, discusses how...
October 01, 2006
What's Behind Us Is the FutureAny serious discussion about the management of wealth or how to invest should begin with a basic understanding of human behavior, of when and why...
September 27, 2006
S&P 500 Exceeds 2005 EarningsBoosting its record number of consecutive quarters of double-digit year-over-year earnings gains up to 18, Standard & Poor's announced that the S&P 500 is expected to show "strong quarterly growth" in third-quarter operating earnings. The predicted third-quarter earnings of $21.53 ($194 billion in aggregate) represent a 14.3% gain over the...
September 25, 2006
DWS's New Five-Fund ProductWith one product, investors can potentially benefit from a combination of DWS funds and institutional, global asset allocation oversight to help deliver performance in up and down markets," said Head of DWS Scudder, Axel Schwarzer, in a statement about the company's new product.
September 22, 2006
More ETFs From BarclaysBarclays Global Investors (BGI) announced that five new iShares S&P Global Sector Exchange Traded Funds (ETFs) began trading September 21 on the New York Stock Exchange.
September 01, 2006
SOX Rocks the Market?It's been four years since the Sarbanes-Oxley Act (SOX) went into effect. Enacted partly in response to the Enron and WorldCom debacles, SOX is universally seen as the most sweeping legislation to affect public accounting since the 1933-34 securities acts. While its reach is enormous, the impact of this sweeping...
August 18, 2006
High-Quality Stocks Outperform in Second QuarterS&P report finds sharp reversal from first quarter
August 07, 2006
July Brings Relief to MSCI Investable IndexHedge funds put up a month of slightly positive returns in July, as investors in the MSCI Hedge Invest index saw an increase of 0.22% for the month.