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
Leveraged ETFs
By Vaughan ScullyAs leveraged ETFs gain popularity, they have drawn increasing attention from the media and regulators for their extreme volatility--not to mention the unusual features that make them far different from unleveraged ETFs.
July 10, 2009
MainStay Investments Acquires New FundsMainStay Investments announced that they will acquire four equity mutual funds managed by Epoch Investment Partners Inc., (Epoch).
July 06, 2009
Millionaires Report Average 4% Loss in 2008Fidelity survey also finds the wealthy consider advisors protectors and therapists
July 01, 2009
Reviewing the Reviewer: Searching for Alpha, July 2009The biggest risk to equities may well be the attractive return offered by bonds.
July 01, 2009
ETF Advisor: Cr?me de la Cr?me--The Best-Performing ETFs for the Long RunQuick, what do these three exchange-traded funds--Consumer Staples Select Sector SPDR, iShares Dow Jones U.S. Energy Sector, and Vanguard Consumer Staples--have in common? They are the...
July 01, 2009
Asset AllocationBehind the Numbers, with Gary Shilling That there have been some positive indicators of late is no indication that we're out of the woods. "We've had...
July 01, 2009
How To Make Cap and Trade WorkAccording to the Environmental Defense Fund, a successful market-based cap and trade program for carbon emissions requires a few minimum elements. All of the following...