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
Down, Then Up, in 2006
By Kate McBrideEconomic growth will slow a bit; earnings growth will moderate; large-cap will outperform small cap, non-U.S. equities will outperform U.S. equities for the fifth year...
January 01, 2006
Off the GridAt the Wealth Advisor Summit, Craig Callahan, founder and president of Icon Advisers, Inc. in Greenwood Village, Colorado, made a compelling case for releasing portfolio...
January 01, 2006
Latin Funds Soar NorthwardInvesting in Latin American stocks has been very lucrative the past few years. The continent offers immense commodities and natural resources, a cheap labor force,...
November 01, 2005
Catching Up With . . . Quincy Krosby of The HartfordAgainst a backdrop of economic uncertainty made worse by the second catastrophic hurricane to rip through the Gulf of Mexico and hit the oil and...
October 01, 2005
Catching Up With . . . Kathleen CamilliJust before Hurricane Katrina struck a glancing category 1 blow at south Florida and then roared through the Gulf of Mexico to devastate Louisiana and...
September 01, 2005
SMA and Wrap UniformityThe CFA insitute wants your clients to see investment performance for separately managed accounts (SMA) or wrap fee accounts calculated in a uniform way in...
September 01, 2005
But Are They a Good Deal?When could it make sense for an advisor to use an asset allocation fund for a client? Perhaps when advisors want to achieve lower risk through...
February 22, 2005
Phoenix Unit Hires Strategic AdvisorNU Online News Service, Feb. 22, 2005, 3:40 p.m. ESTThe asset-management unit of a Hartford insurer has retained a consulting firm.[@@]The money manager, Phoenix ...