Investment strategies

The U.S. Treasury Department has signed intergovernmental agreements with the Cayman Islands and Costa Rica in an effort to combat offshore tax evasion as part of the implementation of the Foreign Account Tax Compliance Act.

Breaking out of the traditional allocation model to include a much broader range of investment categories and using relative strength principals to reallocate frequently may be one way to achieve stronger results for clients.

A unit set up by the IRS to improve international tax compliance by individuals is paying off, according to a new government report, enabling IRS auditors to assess an additional $36 million in taxes for fiscal years 2011 to 2013.

There’s been a steady increase in opportunities for overseas investment and clients’ willingness to include international investments in their portfolios.

Currencies and commodities were added to a list of financial products and related activities that are subject to investigation, according to a regulatory filing published by the New York-based company today.

Germany has much to lose by leading the EU bailout, but more to lose if it doesn't.

Nearly all advisors include international equities in portfolio construction so why would we exclude the even larger asset class of international bonds?

The firm is trying to find if its advisors improperly offered non-purpose loans to clients for purchase of its securities.

UBS O’Connor, the UBS AG unit with $5.2 billion of assets, plans to open its first Asia-focused hedge fund to investors later this year, said two people with knowledge of the matter.

Webster Bank is a decidedly local bank but when it comes to its investment and wealth management services, its thinking is distinctly global.

How do you convince mass-affluent clients to think more globally with their investments?

The time to lean more heavily toward domestic options has passed. Instead, experts are looking across our borders for tomorrow's opportunities.

Most emerging and frontier markets are in dire need of building new and beefing up existing infrastructure of every kind.

A new report gives added ammunition to the champions of passive investing.

These investment strategists say they believe the emerging economies in the world are where equity opportunities are to be found.

Foreign investors should be diversified in order to survive this period of market volatility.

Predictions of a hard landing for this nation's economy are overblown.

Kumpulan Wang Persaraan (Diperbadankan), Malaysia’s second-biggest pension fund, is looking at real estate assets in Australia and the U.K. as it seeks to increase its investments overseas.

As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

The Internal Revenue Service has provided summaries and a set of tips to help with compliance for some of the more complex areas of the foreign tax credit law.