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
The 2020 IA25: Ric Edelman
By Janet LevauxThe founder of Edelman Financial Engines shares advice on serving clients during the COVID-19 pandemic.
April 20, 2020
COVID-19 Will Boost Interest in ESG Investing: NuveenCompanies' pandemic response will be a major determination of how they get graded in the future, the firm says.
April 20, 2020
Economic and Market Recoveries Are a Long Way Off: EconomistsBoth depend on effective treatments and a vaccine for COVID-19, J.P. Morgan's David Kelly and others say.
April 20, 2020
WisdomTree to Close and Liquidate 10 ETFs: Portfolio ProductsAlso, BNY Mellon launches an end-to-end tech solution for ActiveShares ETFs.
April 17, 2020
Most 401(k) Participants Staying Put Amid Volatility: MorningstarBut self-directed 401(k) investors were far more likely to make portfolio changes in Q1, Morningstar reported.
April 16, 2020
Schwab's Kleintop: Economy Still in 'Freefall' Despite a Few Promising SignsCaution still "makes a lot of sense" when it comes to making investments, he says.
April 16, 2020
Most Endowments and Foundations Expect Severe Recession: SurveyThree in five plan to reduce costs and spending rates, NEPC reports.
April 15, 2020
Bob Doll's 10 (Mostly New) Predictions for 2020The Nuveen strategist has rethought the annual forecast he issued in January.