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Registered Rep. April 1, 2006 Stan Luxenberg |
Forecasting for Dollars For many investors, the typical bond-fund manager's cautious approach is fine. But some clients may prefer one of the few funds that still aims to stand far out from the pack. These active managers use a variety of tools.  |
Financial Planning April 1, 2006 Ilana Polyak |
Bond-Buyer's Dilemma Ron Fielding and his Oppenheimer Rochester National Municipals fund has smoked the muni-fund competition by buying tobacco bonds. But supplies are running low.  |
Financial Planning April 1, 2006 Stephen Savage |
Satellite of Beta When constructing a core-satellite portfolio, where do your indexes really belong? Here's an approach that is closer to the inverse of the traditional core-and-satellite approach.  |
Financial Planning April 1, 2006 Israelsen & McDonough |
Max Your MIPY Advancing the argument for reallocating to the prior year's middle-performing index fund.  |
Financial Advisor April 2006 Matt Hougan |
Rolling With Commodities Commodities can play an important role in a portfolio, and the much-anticipated Deutsche Bank commodities ETF can be a good vehicle to add them. But with oil deeply in contango, and expenses still on the high side, a shade of extra care is needed.  |
Financial Advisor April 2006 Marla Brill |
The Earnings Kicker Chris Leavy's Oppenheimer Value Fund integrates earnings power into a value strategy.  |
Investment Advisor April 2006 Kathleen M. McBride |
Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc.  |
Investment Advisor April 2006 Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.  |
Investment Advisor April 2006 Palash R. Ghosh |
S&P Mutual Fund Focus: Greater Expectations After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. Here's a look at Marsico 21st Century Fund... Gartmore U.S. Growth Leaders/IS... etc.  |
Investment Advisor April 2006 Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: Institutions Bypass Funds of Funds Increasingly, pension investments include direct allocations to hedge funds -- a long/short equity manager here, a couple of global macro managers there, or their current favorite -- multistrategy funds.  |
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