Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
60/40 Portfolio Set for Worst Loss Since March 2020
By Michael MacKenzie and Ye XieThe Bloomberg 60/40 index has lost 5.4% in January, its worst showing since the start of pandemic lockdowns.
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 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 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 27, 2022
Market Rotates to Value as Fed Turns HawkishPlentiful jobs, higher wages and strong home prices all point to above-trend growth, perhaps as soon as Q2.
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.
January 25, 2022
How Inflation Really Hurts Retirees — and What to Do About ItHere are two cheap ways to help protect against inflation, without buying more stocks.
January 24, 2022
GMO's Grantham: 7 Signs We're in a Stock Collapse (And What to Do Now)While he hates to be a party pooper, the veteran asset manager says, "giving this advice is my job and possibly the right thing to do."