Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Cathie Wood's New Fund Targets Illiquid Assets, Limits Exits
By Sam PotterThe closed-end ARK Venture Fund is focused on "disruptive innovation" in harder-to-trade assets, including private companies.
January 31, 2022
60/40 Portfolio Set for Worst Loss Since March 2020The Bloomberg 60/40 index has lost 5.4% in January, its worst showing since the start of pandemic lockdowns.
January 31, 2022
Goldman, Morgan Stanley Strategists See Risk of Further Stock Market PullbackThe S&P 500 could drop 10% from Friday 's close to 4,000 if real U.S. treasury yields rise by 60 basis points to 0%, one analyst says.
January 31, 2022
Vanguard Adds Ariel Investments as Outside AdvisorAriel Investments will work on oversight of the Vanguard Explorer Value Fund with two other firms.
January 28, 2022
Beware of VIX ETFs and ETNsThe volatility focused products have "effectively destroyed $12.4 billion in capital" in the last 12 years, Morningstar's Ben Johnson says.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.
January 27, 2022
4 Tips for Working With Clients When Markets Are VolatileMarket swings create opportunities for outreach, since they often lead to acute emotional responses in many investors.
January 26, 2022
Fed Signals Liftoff 'Soon,' Sees Asset-Reduction Start AfterwardFed chair Jerome Powell and other officials aren't "going to shrink the balance sheet until after they start raising rates," noted Guggenheim Partners CIO Scott Minerd.