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
Fund Managers at Highest Cash Levels Since 9/11: BofA Survey
By Michael S. FischerMost fund managers expect a U- or W-shaped recovery, Bank of America Global Research reports.
April 09, 2020
Best Firms for Self-Directed Investors: J.D. Power — 2020Its latest poll finds investors who receive some professional advice are more satisfied than pure DIY investors.
April 09, 2020
Morningstar to Reschedule Conference; Pershing Cancels InsiteConferences set to take place in the Windy City are being affected by the coronvirus pandemic, organizers say.
April 09, 2020
Fed Unleashes $2.3 Trillion Muni, Business Aid PlanIn the Main Street Lending Facility, eligible borrowers can have up to 10,000 employees or up to $2.5 billion in revenue.
April 07, 2020
Target Date Funds Not Immune to COVID-19 Selloff: MorningstarBut they performed better than they did during 2008 financial crisis, the firm says.
April 07, 2020
Jeremy Siegel Predicts 'Booming Economy' After Coronavirus Crisis EndsIt may even lead to 4-5% inflation next year, he forecasts.
April 06, 2020
Gary Shilling: 13 Predictions for a Post-Coronavirus WorldThe pandemic will cause long-term economic fallout and lasting behavior changes, the economist and advisor says.
April 02, 2020
First Nontransparent ETFs Start TradingThey are two equity ETFs from American Century — one growth and one value.