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
Bob Doll's 5 Themes for Stock Investors for 2020
By Bernice Napach"Boringly neutral" is how Nuveen's chief equity strategist describes his stock market outlook.
September 04, 2019
Why Gary Shilling Is Still Bullish on Long-Term Bonds, Wary of StocksShilling says bond yields could fall further as the recession, already underway, is recognized and deflation unfolds.
August 30, 2019
Vanguard Shares Stewardship Report Card for Its Companies, ItselfIf a firm puts people's health, safety or dignity at risk, it can pose a financial risk to investors, the fund giant says.
August 29, 2019
The Big Short's Michael Burry Sees a Bubble in Passive InvestingRush into index funds has punished small-cap value stocks; "there is all this opportunity, but so few active managers."
August 29, 2019
Can Affordable Housing Help Build a Stronger Portfolio?Institutional money managers already are taking notice of this asset class, complete with the advantage of ESG investment practices.
August 28, 2019
What Beats National Debt as Investors' Top Concern?Nearly half of U.S. investors cite this global issue as more disconcerting than the projected $1 trillion national debt.
August 28, 2019
Pro Athletes Going Broke? Not on Frank Zecca's WatchManaging more than $500 million in assets for about 250 clients, OFS Wealth helps players manage their riches.
August 27, 2019
How Retirees Are Coping With Income ChallengesOne third of Boomers actively manage their interest-rate risk, an E-Trade survey shows. Got dividends?