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
REITs Keep Plowing Ahead
By Ben WarwickReal estate investment trusts (REITs) continue their gravity-defying run. After exceeding the return of the S&P 500 index for each of the last six years, REITs have built up a tremendous lead in 2006, and with only two months left to go, are poised to extend their yearly winning streak.
November 01, 2006
Fundamental Index StrategiesDownload a copy of the Research Affiliates June 2006 report, "Retrospectives on Selected Fundamental Index Strategies here. More on fundamental indexing is available at the...
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....
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
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.
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 06, 2006
Fewer Firms Increasing DividendsStandard & Poor's announced that of the approximately 7,000 publicly owned companies that report dividend information to Standard & Poor's Dividend Record, only 377 increased their dividend during the third quarter of 2006. This represents a 3.6% decline from the 391 issues that increased their dividend during the third quarter...