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
Are Advisors Using Alts as Intended?
By Bernice NapachA BlackRock survey of advisors' alt models found that most are highly correlated to equity market returns and risk.
November 25, 2019
Investing in a Highly Politicized ClimateTune out political noise and focus on the fundamentals — the real driver of investment returns.
November 25, 2019
SRI: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.
November 21, 2019
Upper-Income Investors Say Charitable Giving Is a Top Priority: Wells FargoA Wells Fargo/Gallup poll finds the current political climate is a big motivator for giving.
November 20, 2019
DC Plans Need Private Investments, Neuberger Berman SaysInvesting in private funds increases average portfolio returns, the firm found in a study.
November 19, 2019
12 Cheapest States for a Comfortable Retirement: 2019Want to retire in a state where your savings don't go far, or move to a cheaper state where you can still live comfortably?
November 19, 2019
'Big Short' Investor Says a 2008 Redux Is UnlikelyHe predicts the presidential election will pit Trump against Warren, whom he calls the smartest politician he's met.
November 15, 2019
Ritholtz: 5 Reasons Investors Are Chasing RiskInvestors occasionally forget that risk is risky.