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
Still Too Early to Go for Gold: Searching for Alpha, December 2009
By Ben WarwickThe current "it" investment of the moment is gold. Everyone seems to be talking about the rally in what some have described as the last storehouse of value.
December 01, 2009
Danger & Opportunity: REITs on the RiseIt looks as though the REIT market is poised for growth. A recent report by global consulting firm Mercer titled "Recapitalization and Recovery in the...
December 01, 2009
Good Corp., Bad Corp.: Corporate Citizenship and Financial PerformanceConventional wisdom about SRI, which can mean either socially responsible investing or sustainably responsible investing, is that adding an overlay of social screens to investment...
December 01, 2009
On the Other HandDoug Head, executive director of the Life Insurance Settlement Association (LISA), flatly denies that STOLI is a problem, and if it is, he says, it's...
November 30, 2009
Currency StrategyCurrencies can be an effective diversification tool. This currency strategy can be valuable, especially after the past two years in which almost every type of asset tended to go to a correlation of one.
November 19, 2009
Why Have Large Caps Outperformed Since August?Three themes help explain why that's happening
November 16, 2009
Are Currencies the Holy Grail in Diversification?If you believe that allocation to non-correlative assets to diversify portfolios is the Holy Grail of better risk-adjusted returns, you may find this interesting.