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
Emerging Market Doesn't Equal Small Cap, Anymore
By Staff WriterWhen you see 'emerging markets' and 'small cap' in the same sentence do you automatically think it's redundant? While it may have been so once, it's time to revise your thinking. With the largest IPO in history--Industrial & Commercial Bank of China--brought to market in Hong Kong and Shanghai in...
November 01, 2006
Catching up with...Once, if an advisor wanted corporate bonds for a client there were three choices: buying them directly; in a unit trust; or a mutual fund....
November 01, 2006
Equity Income IngenuityWhat do clients near, or in, retirement say when advisors counsel them about how much they can prudently take out of their portfolio each year...
November 01, 2006
Fundamental Indexing Goes Main StreetFor many investors, index investing is where they want to be. It is inexpensive, allows broad participation in the market, and can be finely diced...
October 26, 2006
Alpha From Undervalued and Overvalued SecuritiesUBS has launched a new fund that will leverage the equity research that UBS Global Asset Management already does, and endeavor to capture alpha from both under-valued and over-valued U.S. equity securities. It is a 130/30 long-short equity strategy in which the portfolio's managers will sell-short overvalued securities worth 30%...
October 20, 2006
Podcast: Fundamental IndexingIn this exclusive IA Podcast Rob Arnott, chairman of Research Affiliates explains why fundamental weighting is superior to weighting indexes by market capitalization.
October 16, 2006
Hedge Funds: Still Risky BusinessDespite Amaranth's $6-billion one-week loss in September, the largest in hedge fund history, industry sources agree that the effect was little more than a blip. The fund did not default on any of its counterparty obligations, and the impact on global financial systems was essentially negligible. However, the sheer size...
October 16, 2006
Rarefied Air for StocksThe stock market had another good showing last week with the Dow Jones industrial average making new all-time highs and the S&P 500 posting recovery highs. Bond yields spiked higher for the second straight week while crude oil tested the recent lows in the $57 per barrel area.