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
Whither the Markets? The Devil Is in the Entrails: Searching for Alpha, November 2009
By Ben WarwickDiscerning the likely direction of the markets today is like reading a cleverly written mystery novel. In both cases a macro focus is essential, but the devil is in the details.
November 01, 2009
Still TimeIn delivering a short history of the SRI movement, Steve Schueth, president of First Affirmative Financial Network in Colorado Springs, Colorado, explains that SRI originally...
November 01, 2009
Why Adopt Global Standards, Anyway?Over the last decade, the world's accounting standard-setters have been working on "converging" local and global accounting standards. Central to these efforts has been the...
November 01, 2009
The ETF Advisor: Precious Metal ETFsWhat makes precious metals funds so attractive is that they offer investors the ability to gain unleveraged exposure to gold and other precious metals without...
November 01, 2009
Danger & Opportunity: Crafting a Better Target Date FundStriving to help investors pull in higher retirement incomes, Putnam Investments has revamped its existing line of target date funds by integrating target absolute return...
November 01, 2009
The Green Advisor: SRI & Green Investing Grow Up"Socially Responsible Investing (SRI) has for decades remained on the fringe of strategic money management, routinely battling the perception that prioritizing an ethical or social...
November 01, 2009
Small WorldOver the last several years, the world's capital markets have undergone tremendous expansion, diversification, and integration. Accompanying these changes has been a movement away from...
October 29, 2009
FINRA's Ketchum Speaks of Fiduciary DutyAt SIFMA gathering, debate about restoring investors' confidence in financial services industry.