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Investment Strategies

Displaying 323 results

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Rising yields: No longer a matter of time

Fed Chairman Yellen says not to put too much stock in heightened 'appropriate target' funds rate.

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Environmental services draws investor attention

Progress, the needs of an expanding population and globalization bode well for the environmental services sector, which is a $55 billion industry, spanning everything from protecting the water supply to the disposal of nuclear waste.

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A case for not talking to management

Why should investors avoid talking to company management at firms they invest in? One portfolio manager doesn't and says factors such as an exuberant CEO or creative financial reporting can exert undue influence.

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Is smart beta a smart investing idea?

Passive investing has long been the norm for many investors, but there is growing concern that following the…

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The global bond market’s potential

Investors who shy away from fixed income because of rising-rate fears are missing opportunities. Here are some areas to check out.

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Muni bond contrarian stands firm

As we wrote in InvestmentNews last September (Puerto Rico muni bonds: A contrarian view),…

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Taking advantage of energy efficiency

Technological and regulatory advances are turning once-speculative plays into viable businesses.

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2013: A tale of two muni markets

Charles Dickens’ famous first line of “A Tale of Two Cities” — “It was the best of times,…

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Paranormal markets: A stocks paradox

Considering hiring and employment reports, what's bad for the economy can be good for equities.

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  • November 25, 2013

Bonds to avoid tapering’s effect

Interest rates are rising, cities are filing for bankruptcy, and the Federal Reserve is preparing to begin reducing…

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  • November 10, 2013

Economics of retail real estate improving

After several years during which multifamily real estate was a popular investment as increased demand drove up the…

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ETF strategies for precarious times

Financial advisers aren't powerless and have options in today's challenging income environment.

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Learn alternatives, but tread lightly

The world of alternative investing, already commonplace among pension funds, endowments and foundations, is opening up for individual…

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Puerto Rico muni bonds: A contrarian view

Our perspective stands at odds with the rash of negative headlines and articles about Puerto Rico and its…

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  • September 15, 2013

Gene Diederich: "Clients need to have conservative return estimates"

Q. What were the key lessons you learned from the crisis? A. The crisis certainly re-emphasized the tenets…

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  • September 15, 2013

Tom Orecchio: "Diversification and cash are the keys"

Q: What did the crisis teach you about handling clients and risk levels? A: Diversification and cash are…

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Cashing in on the energy boom

In the 1970s, the common assumption was that with inadequate domestic supplies of accessible oil and natural gas,…

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  • September 1, 2013

BDC baby bonds gain in popularity

In today’s low-yield world, individual investors and the advisers who guide them increasingly are open to fresh ideas…

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  • August 20, 2013

Commercial real estate rebounding

The commercial real estate market is forging ahead, with fresh opportunities for investors, owners and tenants. That’s in…

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Inertia is supporting continued climb for stocks

Investors likely to stay in the game for now