Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
BlackRock's Envestnet Deal Is a Big Win, Analysts Say
By Janet LevauxThere are three ways the 5% stake could boost Envestnet, according to equity analysts, who also describe how BlackRock stands to gain.
November 26, 2018
Analyst Who Nailed 2018 Has Same S&P 500 Forecast for Next YearProspects for a "material" deceleration in corporate profits underpin Mike Wilson's persistent caution.
November 26, 2018
Opportunity Zone Funds: Will They Provide the Impact Investors Expect?Amazon's new Long Island City, New York offices, which will receive an opportunity-zone-related tax break, raises questions about these funds.
November 23, 2018
Fed Seen Primed for 2019 Pause as Growth, Market Headwinds SwirlThe consensus still calls for a December rate hike but some strategists now say the Fed could pause afterward.
November 21, 2018
Wiped-Out Hedge Fund Manager Confesses Losses on YouTubeJames Cordier cites volatile trading in natural gas, crude; Tampa-based Optionsellers.com's accounts have been liquidated.
November 21, 2018
How the World's Most Successful Entrepreneurs InvestEquities were U.S. entrepreneurs' top allocation, beating out even their own businesses, BNP Paribas reports.
November 21, 2018
Morningstar's Toolkit to Ease Market DownturnWhen "stay the course" isn't enough for your clients, check out these tools from Morningstar's Christine Benz.
November 20, 2018
Investors May Have a False Sense Of Security: NatixisLow interest rates and subdued volatility may have given investors unreasonable expectations, Natixis says.