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
Institute for Private Investors Survey: Cash Helped
By Kate McBrideMany ultra-wealthy private investors fared better than large institutions in the 2008 downturn, because of the investors' higher-than-usual allocations to cash, according to the latest research from the Institute for Private Investors' (IPI).
April 14, 2009
ETFs and ETPs Remain VibrantAlthough investment returns around the world continue to disappoint, the markets for exchange traded funds (ETFs) and exchange traded products (ETPs) continue to be vibrant.
April 08, 2009
A Bull Market in ETFs: Practice Edge, April 2009As the markets continue to gyrate wildly, advisors are increasingly turning to exchange traded funds for their flexibility, transparency, and lower expense ratios.
April 02, 2009
Obama Takes Financial Agenda OverseasThe current global financial crisis is the number one item on the agenda as President Obama makes his first trip overseas to attend the G-20 conference.
April 01, 2009
A Guarded Return to Risk Taking: Searching for Alpha, April 2009With current rates extremely low, the pain of holding cash at zero yield may be enough to convince investors to take a chance with some of the more battered asset classes.