Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Portfolio Outlook Is the Best Since 2010: JPMorgan's Kelly
By John ManganaroStrategist David Kelly and colleagues also say investors should stick with 60/40 portfolios, which are poised to recover in about three years.
November 07, 2022
Short-ARKK Fund Celebrates First Birthday Up 110% Since LaunchThe $361 million AXS Short Innovation Daily ETF has the second-best performance of some 450 ETFs that launched over the past year, Bloomberg data show.
November 07, 2022
Midterms Set to Fuel Stock Rally: Morgan Stanley's WilsonPolls point to Republicans winning at least one chamber of Congress, a potential catalyst for lower bond yields and higher equity prices.
November 04, 2022
10 Ways to Find Opportunity in This MarketNow is the time to improve your clients' positioning and take advantage of some down-market strategies.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
November 03, 2022
How to Help Clients See the Benefits of Tax Loss HarvestingHarvesting tax losses is the correct, proactive move we should be making, but it's tough to explain it to clients.
November 02, 2022
Vanguard to Test Giving Retail Investors More Voting PowerThe fund giant is planning a trial next year to give clients more say over how their shares are voted at corporate meetings.
October 31, 2022
What Annuities Can Do for Retirees That Traditional Fixed Income Can'tAnnuities are far more efficient at generating income than a traditional fixed income portfolio, David Lau says.