Research Magazine December 2009
Features
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Research Investment Roundtable 2009-2010
The tumultuous first decade of the 21st century is nearly history. Taking the mystery out of the first year of the second are predictions...
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Historical Research: The Canal Builder
DeWitt Clinton (1769-1828) was an early American politician who transformed the country in far-reaching ways -- physically, economically and financially. He was the driving force...
Editor's Note
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Be a Giver
The great American philosopher Ralph Waldo Emerson crisply observed that "every man is a consumer and ought to be a producer." Looking at the resumes of...
News
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Mindful of Metals
Fred Jheon is managing director and head of product development, U.S., for ETF Securities. Before joining ETF Securities, Jheon was a leader in portfolio...
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New ETF from Claymore Looks East
Just in time for the surging performance of emerging market stocks is a new ETF that aims to capitalize on the trend. In...
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Deutsche Bank Mixes Up Commodity ETFs
The Commodity Future Trading Commission has been waging war against commodity index funds and visible evidence they are winning that war has already begun...
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Taxes & ETFs: How to Avoid a Hit
Last year's bear-market drop meant large gains for short or inverse performing ETFs. By design, these types of ETFs rise in value when stocks...
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Active ETFs Launched by Grail
Providers of exchange-trade funds are poised to take market share from mutual funds. And according to theory, the way to do that is by...
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Bonds Top Charts, FRC Data Shows
Boston-based Financial Research Corporation says several bond groups are attracting strong capital flows in the first three quarters of 2009. In terms of the...
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Fund Managers Share Views with Lipper
The U.S. fund industry is beginning to recover from possibly the worst economic and financial correction that it has ever experienced, says Jonathan Krieder,...
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T. Rowe Price Reports Inflows; Bonds, Blended Funds Popular
The T. Rowe Price Group says it had net revenues of $498.1 million and net income of $132.9 million in the third quarter of...
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Janus Has 'Momentum,' Interim CEO Says
Janus Capital Group says it had income from continuing operations of $8.2 million in the third quarter of 2009 vs. $26.0 million a year...
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Wirehouse Firms Report Third Quarter '09 Results
Over the past 12 months, the broker-dealer field has been in a tremendous state of transition. Now after a string of significant mergers and...
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Commonwealth Financial & Advisors Give, Grow
For its recent national conference in Orlando, Fla., 60-plus Commonwealth Financial Network advisors and staff built townhomes in cooperation with Habitat for Humanity for...
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Retirement Income Reporter: Professional Technique
The value of the Retirement Income Industry Association's "View Across the Silos" is reflected in the difficulty of the questions members ask. During a...
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Annuity Analytics: Truth in Retirement-Product Labeling
Most readers of this column know that the annuity is one of the most misunderstood -- and often abused -- terms in the lexicon...
Voices/Columnists
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More Tweets Explained
As I mentioned in my last column, I have begun tweeting. I did it in part because I like it, but more so, I...
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A New Era
By now, most of us would agree the Internet is not some fly-by-night drug-crazed hippie fad. Some of us jumped on board early (AOL), others...
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Nine Personalities
Have you ever found yourself scratching your head once a client leaves your office, thinking, "I'm pretty sure they didn't understand a word of what...
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Bicycle Economies
The term BRIC was invented by Goldman Sachs economist Jim O'Neill. It was an easy-to-memorize acronym based on the names of four large developing countries:...
Investment Spotlight
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Strategically Positioned
Alexia Howard Alliance Bernstein 212-407-5941 alexia.howard@bernstein.com Packaged Food: We expect sales growth to increase slightly going forward. We expect operating margins to expand going forward. The U.S. Packaged Foods...
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