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
Rethink the '40' in 60/40 Portfolios
By Tony RodriguezWith interest rates close to 0% for the foreseeable future, advisors need to reexamine client portfolios to boost fixed income returns.
August 12, 2020
How Nontransparent ETFs Benefit Investors: FidelityMost previous opinions have extolled their virtues for asset managers of active funds, especially equity funds.
August 11, 2020
Gundlach Sees Trump Win, Short-Term Market 'Reversals'Biden's vice presidential pick, Kamala Harris, is "too charismatic," says the DoubleLine Capital CEO.
August 11, 2020
8 Fixed Income Predictions for the Rest of 2020: InvescoA group of investments experts highlight how investors can best balance their pursuit of income with a clear appreciation of risk.
August 10, 2020
Envestnet Working to Add Fractional Shares to PlatformThe move by the industry's largest TAMP follows the recent introduction of Schwab Stock Slices.
August 10, 2020
What Lower Rates Mean for Investors & Their Retirement PlansI've got some bad news for you about the historical trend — and some good advice on what you can do about it.
August 10, 2020
Morningstar's July Winners & LosersThe latest updated ratings affect funds from Vanguard, T. Rowe Price, Sequoia and other asset managers.
August 10, 2020
Nasdaq Valuations Say You'll Be Stuck at Home for a Long TimeIndex's price-earnings ratio tops 36 for first time since 2004, with technology at the core of enabling a touchless world.