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Investment Intel

Displaying 36 results

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  • June 22, 2012

What’s next for ‘Helicopter Ben’?

What’s Ben Bernanke’s next move, now that the Fed has extended Operation Twist through the end of…

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Why conventional wisdom Is wrong about manager diversification

The conventional wisdom is back-to-front. There is good reason to argue that investors should start to diversify their…

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Dividend yield vital amid low growth

Investors are transitioning to a markedly different but probably more “normal” investment environment characterized by lower returns and…

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  • June 7, 2012

Kenneth French reveals best way to add value for clients

Forget stock picking and stick to wealth management, says Dartmouth prof; ignore 'investment porn'

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Arnott: Why you should invest for sustainable spending

Imagine a boss who is generally supportive of your efforts, but has some odd tendencies around rewarding initiative.

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  • June 3, 2012

10 fund managers to watch

These fund managers chosen by InvestmentNews are not necessarily the No. 1 performers in their space.

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Glimmer of hope in real estate sector sparks handicapping of early leaders

As economists and data wonks debate whether the U.S. housing market is at or near its bottom and…

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  • June 1, 2012

The dull side of DFA

In bonds, staying cool by acknowledging that boring is better

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Energy arbitrage offers opportunities

In the past seven years, the spread between oil and gas prices has widened dramatically in what looks…

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  • May 27, 2012

Trading volume misleading on ETFs

Exchange-traded funds have come a long way since they were first introduced 19 years ago, but apparently not…

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Morgan Stanley refutes ‘regulatory concerns’ over Facebook IPO

Morgan Stanley (MS) defended its role in Facebook Inc. (FB)'s initial public offering after a Massachusetts regulator subpoenaed the bank over talks between an analyst and investors about the social media company's revenue outlook.

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  • May 24, 2012

Credit liquidity down, bond ETFs up

The regulatory response to the 2008 financial crisis continues to shape the markets in unexpected ways. We're…

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  • May 23, 2012

Andy Friedman: Dividend stocks headed for trouble

Pundit warns that tax increase could lead companies to buy back shares rather than boost payments to shareholders

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Advisers eighty-sixing 60/40 portfolio allocation: Survey

Traditional investment strategy seen as old school; value of buy-and-hold also questioned

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A generational shift in portfolio design

Given the challenging economic environment and the hard lessons of the past several years, investment professionals need to…

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Rethinking Finance: A Manifesto for Change

The following is excerpted from a white paper by James Montier, a member of the asset allocation team…