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
Forecast for Municipal Debt
By Kate McBrideWhile tax-free municipal debt issuance won't match 2008 levels, it will be higher, and taxable muni issuance will sharply rise in 2010, according to a forecast from The Securities Industry and Financial Markets Association (SIFMA).
December 07, 2009
Variable Annuity Group Applauds SEC Call for VA Summary ProspectusIRI says Schapiro's plan is "long overdue"
December 07, 2009
Unemployment and the RecoveryUnemployment will have a greater role in forecasting returns in this market than the lettered descriptor of the shape of the recovery. Whether we face inflation or deflation, too, will be largely dictated by unemployment.
December 03, 2009
Falling Dollar Concerns?As wealth managers hunt for hedges against the dollar's decline, S&P launches an index that lets investors, "participate in the returns of the U.S. equity market while hedging against a decline in the value of the U.S. dollar versus gold."
December 02, 2009
Investment Consultants Declare Responsible Investing Here to StayAccording to a recent poll of investment consultants in the U.S. socially responsible investing and an attention to environmental, social and corporate governance (ESG) factors are here to stay.
December 01, 2009
Frontier Markets Lure Intrepid InvestorsAs emerging markets become mainstream, investors endowed with enough pioneer spirit are venturing farther afield to "frontier" markets with even smaller, less developed economies
December 01, 2009
Relative Performance: Back on Client's RadarPositive performance brings with it the need to discuss risk and quality.
December 01, 2009
American College to Dodd: Rethink Fiduciary Provision in Financial Services Reform BillCollege suggests Dodd ask SEC to issue a report on impact of 'one-size-fits-all' standard