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
Principal Adds Tax-Advantaged ETF: Portfolio Products
By Jeff BermanAlso, BlackRock widens its iShares ESG ETF offerings.
June 18, 2020
Top 401(k) Plans Ranked by Investors: J.D. Power — 2020Retirement savers need guidance now more than ever, and they're not getting it, J.D. Power finds.
June 17, 2020
Schwab's Sonders: Second-Half Stock Market Outlook Is CloudySecond-quarter earnings and GDP reports could provide some clarity, she says.
June 16, 2020
Advisors Expect Returns More Like 2018 Than 2008: SurveyWhile U.S. financial professionals are optimistic, those abroad are another story, Natixis finds.
June 16, 2020
'Peak Pessimism' in Markets Is Over, but Hope Is Fragile: BofA SurveyGlobal fund managers' cash levels experienced the biggest drop in June since August 2009, BofA Global Research reported.
June 16, 2020
The Case for ESG Funds During Volatile Times: MorningstarThey capture less of the downside and have lower volatility ratings than non-ESG funds.
June 15, 2020
Franklin Templeton Adds Active ETF Offerings: Portfolio ProductsAlso, AQR introduces a new mutual fund.
June 12, 2020
Prep Your Practice Now for Future Market VolatilityIn the coming decade, potential clients will ask how you responded to the turmoil surrounding this pandemic.