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
First ETF to Track 'Blank Check' Companies Launches: Portfolio Products
By Jeff Berman | Bernice NapachMeanwhile, SoFi has launched the first actively managed ETF that offers investors a weekly income payout.
September 24, 2020
What Happens to the Economy and Markets After the Election?Moody's Analytics economists predict how the economy will fare depending on who wins the White House and Congress.
September 24, 2020
The 10 Most Useless Phrases in Financial MarketsCatchy phrases are no substitute for actual thinking. And they are often wrong.
September 23, 2020
15 Stock Picks for Long-Term Investors: MorningstarMaybe investors should focus less on the turmoil of 2020 and more on the emerging themes of 2030, Morningstar suggests.
September 21, 2020
How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based PortfoliosBig firms are using AI and machine learning to help clients build individualized portfolios that align with their values.
September 21, 2020
Franklin Templeton Launches New Tool for Advisors: Portfolio ProductsAlso, Invesco expands its lineup of Defined Maturity Bond ETFs.
September 18, 2020
To Survive a Market Crash, Think Like an Institutional Investor: Morningstar Panel"The stock market is the only store where, when there's a sale, everybody runs out of the store," Larry Siegel of the CFA Institute Research Foundation says.
September 18, 2020
9 Stocks to Avoid in a Struggling Economy: MorningstarThese firms lack competitive advantages, Morningstar's Susan Dziubinski says.