Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Bill Gross Says Bond Market 'No Disaster,' Sees 10-Year Yield at 2%
By Ye XieEven if bonds are likely to suffer losses, they still have a role to play in portfolios given the economic uncertainties, the PIMCO co-founder says.
October 11, 2021
Everything You Need to Know About Ark's Space ETFThe holdings in the Ark Space Exploration and Innovation ETF might not be what your clients expect.
October 08, 2021
Fidelity Finds 50% Jump in Women Investing Outside of Retirement AccountsAnd self-directed female investors outperform their male counterparts, according to an analysis of 5.2 million accounts.
October 08, 2021
10 Ways to Reduce Capital Gains TaxesTax experts at Orion and Renaissance Macro Research discuss how to prepare for changes proposed by Biden and Democrats.
October 07, 2021
Fidelity Launches 4 Passive Thematic ETFsThe ETFs invest in clean energy, cloud computing, digital health and electric vehicles.
October 04, 2021
A Top UBS Advisor Calls Pandemic 'Best Thing That Ever Happened' to Advice BusinessAdvisor Jonathan Israel talks to ThinkAdvisor about what's changed, what hasn't, and how he prepares clients for bear markets.
October 04, 2021
Most Active Funds Trailed Benchmarks in Q3: BofAThe share of active funds outperforming year-to-date is less than half, but still higher than from 2018-2020, the bank reports.
October 04, 2021
Climate Change Could Whack Insurers' Assets, Regulator Group SaysThe International Association of Insurance Supervisors classifies 23% of North American insurer assets as "climate relevant."