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
The Case for True Diversification--Searching for Alpha, October 2006
By Ben WarwickIt's been a long six years for investors in the Dow Jones Industrial Average. After a spectacular third quarter this year, the oldest index of U.S. stocks is now a breath away from the all-time high of 11,722.98 set on January 14, 2000.(Searching for Alpha, the monthly index newsletter for...
October 01, 2006
'Tis the Season(ality)Attempts to predict the direction of the stock market run the gamut from the sublime to the ridiculous. Besides the usual suspects of fundamental and...
October 01, 2006
Strategies and StrategistsIn his IA Leader's Interview in the October 2006 issue of Investment Advisor, Gene Balliett of Balliett Financial Services in Winter Park, Florida, discusses how...
October 01, 2006
Asset Allocation ReportTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here. Behind the Numbers, with Gary Shilling "I think...
October 01, 2006
Core DiversificationAdvisors use many techniques to make clients' portfolios geographically and industrially diverse, from including international funds along with U.S. mutual funds, to selecting a group...
October 01, 2006
What's Behind Us Is the FutureAny serious discussion about the management of wealth or how to invest should begin with a basic understanding of human behavior, of when and why...
September 27, 2006
S&P 500 Exceeds 2005 EarningsBoosting its record number of consecutive quarters of double-digit year-over-year earnings gains up to 18, Standard & Poor's announced that the S&P 500 is expected to show "strong quarterly growth" in third-quarter operating earnings. The predicted third-quarter earnings of $21.53 ($194 billion in aggregate) represent a 14.3% gain over the...
September 25, 2006
DWS's New Five-Fund ProductWith one product, investors can potentially benefit from a combination of DWS funds and institutional, global asset allocation oversight to help deliver performance in up and down markets," said Head of DWS Scudder, Axel Schwarzer, in a statement about the company's new product.