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
Hedge Funds Do Well as Equity Markets Slide
By Melanie WaddellDespite equity markets selling off sharply, hedge funds fared pretty well in June, according to Hennessee Group LLC, an advisor to hedge fund investors. The Hennessee...
July 01, 2008
Saving the Stock MarketAfter April and May's resilient comeback for stocks, weakness in the finance sector dragged the market down significantly in June, resulting in the third consecutive losing quarter for the S&P 500 index. Most of the problems, as expected, were mortgage-related. With analysts absolutely moribund, investor psychology wrecked, and large cap...
June 27, 2008
More at VanguardVanguard has introduced its Total World Stock Index Fund, which seeks to track the investment performance of the FTSE All-World Index--a "market-capitalization-weighted index designed to...
June 26, 2008
Advisors Not Up to Date on AnnuitiesMitch Politzer, senior VP of Lincoln, Nebraska-based Ameritas Advisor Services (a unit of Ameritas Life Insurance Corp., New York), had a hunch that financial advisors might not be as prepared as they should be to lead Americans toward a secure retirement. He therefore teamed up with Chicago-based market research firm...
June 25, 2008
SEC Proposes Rule on EIAs, Opens Rule 15a-6 for CommentsThe Securities and Exchange Commission issued a proposed rule June 25 that would establish the standards for determining which equity indexed annuities are not considered...
June 16, 2008
New Advisor for Vanguard's Explorer FundThe Board of Trustees of the Vanguard Explorer Fund has named Century Capital Management, LLC, as the seventh advisor to the $11 billion fund. This...
June 13, 2008
Pershing Adds to FundVest PlatformPershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has added American Funds, JennisonDryden, OppenheimerFunds and Van Eck Global to FundVest--Pershing's no-transaction-fee...
June 13, 2008
A New DirexionDirexion Funds has launched the Commodity Trends Strategy, benchmarked to the Standard & Poor's Commodity Trends Indicator (S&P CTI). The Fund gives investment advisors and investors access to a" diversified, open-ended commodity mutual fund that allows them to benefit from both rising and falling commodity prices."