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
Look Out for Rising Defaults
By Ben WarwickOne of the most useful of economic indicators is the credit spread, which measures the difference in lending rates between corporate and government borrowers. A relatively narrow spread shows that investors see little difference in risk between these two types of borrowers, while a widening spread means that corporate credit...
May 08, 2008
A Need to Work TogetherThe government and policymakers must work together if the 401(k) plan is going to remain the dominant private-sector device for retirement savings, said Paul Schott...
May 01, 2008
It's All Up to HousingThe second quarter may have begun with a bang, but it could very well end with a whimper. Stocks ruled the roost in April, with impressive...
April 01, 2008
The Bear Stearns ConundrumThe most dramatic event in the wild and woolly month of March 2008 was the shocking, Fed-inspired bail-out of Bear Stearns by JPMorgan. If one...
April 01, 2008
In the RunningThere were just six SMA Awards given, but there were more than six worthy candidates. Here are this year's semifinalists: Large-Cap--C.S. McKee, LP--Domestic Value Equity Wedgewood Partners,...
April 01, 2008
At the SummitGiven the uncertainty across the investment and economic universe over the past year, it is no small feat for separately managed account (SMA) portfolio managers...
March 20, 2008
India InvestingAdvisors who like to use ETFs or mutual funds for client portfolios' foreign-country exposure may want to look into two new India investment offerings: one...
March 14, 2008
JPMorgan and The Fed Lend a HandJPMorgan Chase & Co. announced March 14 that "in conjunction with the Federal Reserve Bank of New York, it has agreed to provide secured funding to Bear Stearns, as necessary, for an initial period of up to 28 days," via the The Fed's Discount Window.