Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Performance Dispersion Ups the Ante for Alternatives Due Diligence
By Josh VailAdvisors need to look inside the numbers to see where success, failure and risk exist.
January 26, 2021
What's Ahead for the Markets in 2021?While the road to recovery looks uneven, the certainty of added stimulus is one of many reasons to be optimistic this year.
January 25, 2021
How to Help Clients Embrace Emotions to Make Better Financial DecisionsAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.
January 25, 2021
Vanguard U.S. Value Fund to Merge Into Value Index Fund: Portfolio ProductsAlso, Franklin Templeton expanded its thematic active ETF lineup.
January 25, 2021
What Alts Investors Are Looking at Now: J.P. MorganA new report from the asset manager looks at specific sectors that may provide alpha, income and diversification.
January 22, 2021
What's Biden's Top Focus in First 100 Days? Fund Managers Weigh InAlso, fund managers' global growth expectations are near a record high, Bank of America reports.
January 22, 2021
Mediocre Returns Lie Ahead: Asset ManagersMorningstar's Christine Benz looks at what some major investment firms forecast for stocks and bonds over the next seven to 10 years.
January 20, 2021
GMO's Inker: How to Escape the Growing Stock BubbleThe portfolio manager tells ThinkAdvisor where GMO is investing and lays out his evidence that investors have a case of "the crazies."