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
Fidelity Adds Share Classes to Four AMT-Free Money Funds
By James J. GreenFidelity Investments launched on May 14 two new share classes--institutional and service--for four of its alternative minimum tax-free money market funds: Fidelity California, Massachusetts, New Jersey, and New York.
May 16, 2007
New Grassley Bill Would Require Hedge Fund RegistrationSenator Chuck Grassley (R-Iowa), the ranking Republican on the Senate Finance Committee, introduced the Hedge Fund Registration Act on May 15, legislation that would require hedge funds to register with the SEC. Grassley's bill comes on the heels of a D.C. Circuit Court of Appeals ruling last year that overturned...
May 16, 2007
Greenspan to Consult with PIMCOAlan Greenspan has inked a deal to consult with Allianz's bond powerhouse, PIMCO, according to a report May 16 in The Wall Street Journal. The relationship with PIMCO, in which, the Journal reports, Greenspan will speak frequently with executives at PIMCO, takes the former Fed chairman back to his pre-Federal...
May 15, 2007
IA Market Strategist Wins AwardGail Dudack, a member of Investment Advisor's panel of monthly asset allocation experts, has been selected by the Market Technicians Association to receive their 2007...
May 10, 2007
S&P Gives Best Rating to Two New Money Market FundsStandard & Poor's has bestowed on two new money market funds its highest money market rating, AAAm. The AARP Money Market Fund, and the Goldman Sachs Yen Liquid Reserves Fund are the latest in a series of money market funds to receive this rating.
May 08, 2007
Performance Is Critical With Managed AccountsWhen it comes to separately managed accounts, performance is the top issue for advisors, according to a recent poll conducted by Market Metrics of Quincy, Massachusetts. But strong sales and marketing support are important as well because it helps to "accelerate growth for money managers," said Joe Babiec, principal at...
May 01, 2007
Tech True Believers Hard to FindTech stocks have been in a three-year funk, having come out of the late 1990s dot-com bubble with little more than a thready heart beat. With a slew of important product updates this year, including the Microsoft Vista operating system, I figured that this was the time to commit to...
May 01, 2007
Bill Gross on the Housing CrisisIn an April essay discussing the housing market and the subprime lending issue, Bill Gross, manager of the $102 billion PIMCO Total Return Fund, discusses...