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Financial Advisor
August 2005
Jeff Schlegel |
Soft Dollar Buoys Foreign Equities But does the recent rebound of the greenback spell an end to their run?   |
BusinessWeek
November 3, 2003
Laura Cohn |
Where Offshore Funds Are Finding Gems In 2003, investors saw sizzling gains in Russia, Thailand, Eastern Europe, and Brazil. And there may be more to come. |
Registered Rep.
December 1, 2004
Stan Luxenberg |
Rubber-Band Man For funds that focus on one style box, the choices could be slim. But flexible managers have freedom to maneuver in flat markets. Among the most wide-ranging performers are Julius Baer International Equity and its sibling Julius Baer Global. |
The Motley Fool
May 31, 2007
Amanda B. Kish |
The Best Closed Mutual Funds: Part 3 These international funds still shine, even after closing their doors: Julius Baer International Equity... William Blair International Growth... Boston Company International Equity... etc. |
BusinessWeek
March 22, 2004 |
Q&A with Riad Younes The manager of the Julius Baer International Equity Fund talks about the sugar high of the U.S. economy and which countries look strong long term |
BusinessWeek
May 3, 2004
Lauren Young |
Small-Caps That Still Want You Many hot small-company stock funds are closed to newcomers. Check out these small-cap funds that still welcome new investors. |
Registered Rep.
January 31, 2012
Kristen French |
Due Diligence: Is the Sun Finally Rising Over Emerging Markets? Some countries are more promising investments than others. One good gauge to look at is which way the winds of economic freedom are blowing in a particular country. |
Financial Advisor
November 2006
Eric Uhlfelder |
Foraging For Funds Abroad Here's what to consider when selecting international funds for your financial advisory clients. |
Registered Rep.
September 1, 2004
Stan Luxenberg |
A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. |
Investment Advisor
September 2005
Kathleen M. McBride |
Bank on It David Ellison of the FBR Small Cap Financial Fund uses a "mathematical hunt and peck" method to find sterling bank stocks. |
Investment Advisor
January 2006 |
Catching Up With . . . Don Quigley An interview with the Julius Baer Total Return Bond Fund manager. |
Investment Advisor
December 2006
Palash R. Ghosh |
Sweet, Not Sour, Returns For Investors While investing directly into the stock markets of mainland China remains a challenge for foreign investors, those seeking exposure to this burgeoning economy can purchase an array of mutual funds that buy stocks trading on the Hong Kong stock exchange. |
Financial Planning
March 1, 2005
Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. |
The Motley Fool
January 20, 2006
Doug Short |
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. |
The Motley Fool
June 23, 2005
Nathan Slaughter |
Take Your Portfolio on Vacation Even the most ardent patriot should consider non-American stocks. Many investors have been conditioned to fear anything that exists beyond their borders. Sometimes, though, you may actually like what you find. |
BusinessWeek
December 25, 2006
Stanley Reed |
Europe: Not Too Wild, Not Too Mild European stocks should see respectable growth - and even outperform the S&P 500. |
Financial Advisor
August 2004
Alan Lavine |
Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic. |
BusinessWeek
April 4, 2005
Alison Langley |
Julius Baer May Be Takeover Bait The Swiss private bank has changed its share structure, and investors smell a deal |
BusinessWeek
April 24, 2006
Toddi Gutner |
A Capital Crowd A kind of high-end investment club, Tiger 21 gives its multimillionaire members a chance to share deals, financial advice, and a few life lessons. |
AskMen.com
Michael Estrin |
How to Take Advantage of Home Equity Nearly 47% of household assets are tied up in the primary residence. Here are two ways to get at that cash and some tips on what you should use it for. |
