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
Impact Asset Manager of the Year: Breckinridge Capital
By Ginger Szala"We look at all that data along with the fundamentals to get a more holistic view of an issuer and see what are some potential credit risks there could be that we're not going to see in the financials."
June 24, 2020
Mid-Cap Asset Manager of the Year: Wells Fargo Asset Management"We focus on companies that ... use their balance sheets in a productive manner," said portfolio manager Bryant VanCronkhite.
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Parnassus"We used that weakness, that really big downdraft in the [2018] fourth quarter to establish very large positions in companies like Microsoft and Nvidia. We saw and took advantage of that downturn to really add some very nice pieces to the portfolio."
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Brown Advisory"The pandemic is a perfect example of how we not only monitor these companies short term, but try to understand how consumer behaviors and corporate spending will change three-, five- or 10-years from now."
June 24, 2020
Performance Now Ranked as Top Reason for Sustainable Investing: SurveyInvestors in Nuveen's latest responsible investing survey cited better performance over values.
June 24, 2020
Pandemic Lockdown Provides Silver Lining for MillennialsSpending is down and incentives to invest are up, survey finds.
June 23, 2020
Investors Have Power to Change Board's Policies on Race: Morningstar ExpertsTwo Morningstar sustainable research experts weigh in.
June 23, 2020
Top 5 Tips by CPAs to 'Recession-Proof' Finances: AICPAIt's important to plan for a downturn even when the economy is doing well.