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
5 Considerations for 2021 Investment Strategy
By Daniel S. KernIn the "year of the vaccine," COVID-19 containment and Biden's policies will shape economic growth.
January 15, 2021
Morningstar Launches Market Data PlatformThe platform offers real-time market data and live news updates to help advisors and institutional investors manage portfolios.
January 14, 2021
Advisors See Positive but Weaker Stock Returns in 2021An Incapital survey finds 3 in 5 advisors are considering a permanent hybrid virtual/in-office work approach.
January 13, 2021
Gundlach Predicts 'Regime Change' for Markets in 2021The DoubleLine CEO sees higher volatility for equities and Bitcoin, along with stronger performance for emerging market equities.
January 13, 2021
Remote Workers Want Managed Accounts: MorningstarWorkers who use managed accounts tend to save more and have more efficient portfolios, Morningstar says.
January 13, 2021
ARK's Cathie Wood: Big Shift From Bonds to Stocks Is ComingAlternative assets, including real estate and Bitcoin, will also benefit from this shift, she says.
January 13, 2021
Top 10 Predictions for Wealth Management in 2021: Aite Group"The length of the pandemic is changing our industry for good," Aite research director Alois Pirker says.
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.