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
Danger & Opportunity: The Silver Lining
By James J. GreenTokyo-based SPARX Group was founded in 1989 by Shuhei Abe, who has since grown the investment firm into one of Asia's largest asset managers (and...
March 19, 2009
New Rules for Money Market FundsThe Board of Governors of the Investment Company Institute endorsed March 17 recommendations from the Money Market Working Group to require new regulatory and oversight...
March 02, 2009
A Mea Culpa, With Attitude, From Warren BuffettAnnual shareholder letter suggests economic woes will last through 2009, and "probably well beyond"
March 02, 2009
An Index for the NAAIM GameNAAIM, the National Association of Active Investment Managers, has launched the Actively Managed Fund (AMF) Index comprised, currently, of 21 funds managed by some of NAAIM's 200-member firms.
March 02, 2009
Success, with Strings: Searching for Alpha, March 2009What's the best way to play the eventual recovery? If you're Warren Buffett, the answer is (mostly) shunning common stock in favor of higher tiers of the capital structure.
March 02, 2009
Levitt and Donaldson Head Investor's Rights Task ForceA non-partisan task force composed of financial industry experts and co-chaired by two former SEC chairmen has been assembled to stress the "primacy of investor interest" in the expected regulatory reforms to the U.S. financial markets.
March 02, 2009
Connecting the [Tech] DotsAdvisors attending TD Ameritrade's Institutional Partnership Conference in Las Vegas last month got a first look at AdvisorConnect, a new technology that links three leading industry applications and services within a single platform.
March 01, 2009
News Flash: There's Heat Down ThereOne alternative energy concept that is still relatively undeveloped in the U.S. is geothermal heating and cooling. Although in Iceland more than half the population...