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
The State of the Consumer
By Ben WarwickThere's some obvious trepidation out there among buyers, who would rather save than spend. But instead of money-market accounts (and their zero yields), it seems that most folks prefer to stash their savings in the stock and bond markets.
September 08, 2009
"Trust Doesn't Come and Go"Once an advisor has that trusted relationship with a client, can the advisor "go back" to a non-fiduciary relationship?
September 07, 2009
What's the Prognosis for Passive and Active Management?There is considerable debate over whether the recent decline in stock prices has resulted in a great buying opportunity. And which metrics should advisors use to evaluate that?
September 07, 2009
What Can Currency ETFs do for Your Clients?It was 17 years ago that George Soros wagered $10 billion that the Bank of England (BOE) couldn't maintain the value of the British pound--and won.
September 03, 2009
Seeking RedemptionDeutsche Bank will redeem all shares of a leveraged, exchange-traded note (ETN) on or about September 9th at a price to be determined on that...
September 03, 2009
The Loneliness of the Long-Term Equity InvestorOne of the most ingrained investing precepts is that the longer one's time horizon, the more appropriate equities are as an asset class. But how quickly do the risks in equity investing diminish over time?
September 01, 2009
Can China Turn Inward? Searching for Alpha, September 2009When China sneezes, the world catches a cold. Especially in the energy markets.
September 01, 2009
Responsible Investing White PaperYou can download a copy of the Robeco/Booz & Co. white paper: "Responsible Investing: A Paradigm Shift" here.