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
Greenwich Hedge Fund Index Up 1.07% in June
By James J. GreenGreenwich Alternative Investments reported July 12 that the Greenwich Global Hedge Fund Index and the Greenwich Investable Index were positive for the month of June, yielding +1.07% and +0.22%, respectively.
July 11, 2007
Policing Hedge FundsTo restore the SEC's enforcement power in policing hedge funds post the Goldstein ruling, the SEC on July 11 adopted a new antifraud rule under...
July 02, 2007
Another Charitable Venture for ClientsMicrofinance has been gaining popularity with investors as both a charitable cause and a smart alternative investment. A new fund from Citigroup Inc.--the Citi Microfinance Donor Fund--has created yet another way for philanthropists to meet up with poor entrepreneurs around the globe. In late June, Citi will launch a charitable...
July 02, 2007
Junk Bonds Under PressureFor the last few years, the supply of equities traded in the U.S. has fallen, and the number of bond issues has risen. These aren't two unrelated trends, but a natural byproduct of the buyout boom.
June 28, 2007
Rydex Acquired by Security BenefitSecurity Benefit, the Topeka-based financial services holding company has signed a definitive purchase agreement to acquire Rydex Investments, Rockville, Maryland. The combined organization is expected to have roughly $35 billion in assets under management and $52 billion of assets under administration when the deal closes later this year.
June 22, 2007
Some Utility Stocks Becoming Less Interest Rate SensitiveUntil about 10 years ago, U.S. electric and natural gas utilities have been quintessential "widow and orphan" stocks. Their profitability was highly regulated and, lacking...
June 19, 2007
New Global Dividends ETFBarclays Global Investors has launched a new ETF based on the Dow Jones EPAC Select Dividend Index of 100 non-U.S. companies that pay high dividends.
June 18, 2007
Bill Would Tax Publicly Traded Partnerships as CorporationsSenators Max Baucus (D-Montana) and Chuck Grassley (R-Iowa) introduced legislation June 14 that would tax as corporations all publicly traded partnerships that directly or indirectly derive income from investment adviser or asset management services.