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
Institutional Investors Ignore Sexual Harassment at Their Peril, Group Warns
By Michael S. FischerIgnoring harassment at firms that manage your money can have devastating consequences, says due diligence group.
December 06, 2019
Fund With Bitcoin Futures Strategy Preps for LaunchThe fund expects to value its Bitcoin futures holdings at daily settlement prices reflected on a CFTC-registered futures exchange, said SEC's Blass.
December 05, 2019
SIFMA Sees Slower Growth, No Recession in 2020Survey results show a slight downward shift from SIFMA's midyear economic outlook.
December 04, 2019
Securities Markets Face Multiple Challenges, Experts Warn at SEC ConferenceGary Cohn and others cited ongoing trade war, political uncertainty, climate change, cyber risk as main problems.
December 02, 2019
Are Advisors Using Alts as Intended?A BlackRock survey of advisors' alt models found that most are highly correlated to equity market returns and risk.
November 27, 2019
How to Stop Bad Conference Behavior, According to a PsychologistMelanie Katzman talks to ThinkAdvisor about why the financial services industry is particularly hard on women and what to do about it.
November 26, 2019
10 Investment Tax Facts You Should KnowFrom Bitcoin to mutual funds to ETFs, test your knowledge on how a range of investment vehicles are taxed.
November 25, 2019
Investing in a Highly Politicized ClimateTune out political noise and focus on the fundamentals — the real driver of investment returns.