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
ESG-Focused Funds Are Outperforming During Pandemic
By Bernice NapachAn S&P Global report also explains how the pandemic is increasing demand for these funds.
May 20, 2020
How to Prep Clients for Market Stress When They Don't Understand RiskUse a "goals-driven approach" instead, says Katherine Nixon of Northern Trust.
May 19, 2020
Institutional Investors Focus Capital on Global Problems: NatixisHalf of investors said institutions should champion ESG issues, Natixis reported.
May 19, 2020
Surviving and Thriving in Volatile Markets: Finke, Blanchett, OthersSign up now and listen to any or all three webcasts, May 26-28.
May 19, 2020
How an Advisor Saved an Energy Exec From a Big Investing MistakeThe fix saved him and his wife from massive losses when COVID-19 hit, Jared Snider of Exencial Wealth Advisors tells ThinkAdvisor.
May 15, 2020
Fed Warns of Major Hit to Asset Prices If Crisis GrowsIt cites commercial real estate as being particularly susceptible to falling valuations were the pandemic to deepen.
May 14, 2020
How the Hedge Fund Industry Has Changed Since the 2008 Financial CrisisHedge funds are in a much better position now, Agecroft Partners CEO Donald Steinbrugge says.
May 12, 2020
Jeremy Siegel: Congress May Compromise on State COVID-19 AidIt is a "delicate question about funds to states and cities," Siegel said.