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
David Blanchett's 6 Predictions for Retirement Planning in 2021
By David M. BlanchettAfter a doozy of a year, here's what a "new normal" might look like on the retirement income front.
December 14, 2020
Pandemic Weighs on 2021 Growth Forecasts: NatixisA Natixis survey finds just 21% of institutional investors expect a full economic recovery before 2022.
December 14, 2020
JPMorgan Launches Carbon Transition ETF: Portfolio ProductsAlso, TrimTabs Asset Management added two ETFs.
December 11, 2020
11 Findings on How Millions of Americans Actually Invest: VanguardVanguard analyzed detailed data on the portfolio construction and trading behavior of some 5 million households.
December 11, 2020
How Did Advisor Portfolios Perform After COVID-19 Hit? Very Well, Says InvescoThe firm's study of several hundred portfolios found that many advisors shifted allocations to investments that outperformed.
December 11, 2020
Vanguard Slashes Investment Level for Institutional Target Date FundsBy going from a $100 million minimum down to $5 million, the asset manager aims to "broaden" retirement plan access to these funds.
December 10, 2020
SIFMA Looks Ahead at Markets, Regulation for 2021U.S. capital markets thrived this year despite the pandemic, which also accelerated trends that could continue in 2021.
December 09, 2020
Blanchett, Finke: What to Do When Clients Listen to TV PunditsMichael Finke and David Blanchett discuss what advisors can do when their clients want to act on hot stock tips.