Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Just 18% of Advisors Think Fed Will Hike Rates This Month: Fidelity
By Janet LevauxHowever, more than 60% expect the Federal Reserve to bump up interest rates in 2016, the poll finds.
September 14, 2015
10 Funds Get New Morningstar RatingsSeveral funds are upgraded, while others get downgraded by analysts with the research group.
September 14, 2015
PIMCO, Fidelity Stung by Collapse of Petrobras’ 100-Year BondThe two fund groups are among the three biggest holders of the securities, which have fallen 15%.
September 14, 2015
Goldman: Stocks to Own, Avoid When the Fed Is Hiking RatesKeep this list handy as Janet Yellen and colleagues consider a jump in interest rates.
September 13, 2015
Top 20 Commodities Funds in 401(k)s: BrightScopeAbout 1% of 401(k) assets are in commodities funds, the research firm says.
September 10, 2015
REITs Weaken Slightly Less Than Equities in August: NAREITDividend yields on the asset class are roughly 4%, ahead of the S&P 500, the industry group says.
September 09, 2015
Gundlach Channels ‘Rocky Horror’: ‘Janet, Don’t Raise Rates!’The DoubleLine CEO quotes "Rocky Horror" and Hemingway and says he understands why Donald Trump has gotten traction in the presidential polls.
September 09, 2015
Most Investors Not Shifting Portfolios Ahead of Rate Hike: Morgan StanleyAffluent investors are split on whether an interest rate hike will be good for the economy, Morgan Stanley's latest Investor Pulse poll found.