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
Danger & Opportunity: He's Got the Momentum
By James J. GreenCliff Asness is known as a hedge fund manager who caters to institutions, is a true believer in momentum investing, and despite his University of...
October 01, 2009
Mutual Fund Spotlight: Firm FoundationA manager who has consistently delivered above average returns to investors in one of the best performing stock mutual funds on the market (the FBR...
September 30, 2009
Inflation ParadoxA little inflation is a good thing, because it shows that there is decent demand for products, and an economy that's nicely "humming along." Runaway inflation is not a good thing, however.
September 28, 2009
Managing the Risk and Responsibilities of SRIAlthough obviously all forms of investing are affected by the stock market's recent decline, an important longer-term trend involves socially-responsible investing (SRI).
September 28, 2009
Advisors Need to Think More Broadly, Act More CreativelyIn 10th iteration of Rydex AdvisorBenchmarking study, lessons from the crisis
September 25, 2009
A New ETF for Emerging Markets Financial ServicesFor wealth managers who seek exposure to the financial sector outside of the U.S., there is a new ETF that could merit a closer look. It's based on the Dow Jones Emerging Markets Financial Titans 30 Index.
September 25, 2009
Tandem Performance PuzzleTypically, stocks and bonds go in opposite directions, a tendency that has exhibited itself throughout most of 2009. But in the last four weeks, long-dated Treasuries have risen right alongside equities, as the pair has each notched a 6% gain.
September 24, 2009
What can a Collar do for Client's Portfolios?Options-based strategies to reduce risk and boost relative performance in a down market are not new. But a new, 10-year study underscores how helpful they can be in down markets.