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
'We Remain Contrarian Bullish': Merrill Strategist
By Michael S. FischerFour in 10 investors in Merrill's monthly survey see a protracted U.S.-China trade war as the "new normal."
September 13, 2019
Calm Clients During Volatile Markets With Technology and a PlanYour clients' financial plans should include instructions for how to react in certain market scenarios.
September 12, 2019
'Future-Proofing' Wealth Is HNWs' Top Investment Priority: SurveyMore than a third are looking to decrease their investment risk, an RBC survey found.
September 11, 2019
Wealthfront's Assets Have Almost Doubled This YearIts assets have caught up with Betterment's after lagging for years.
September 10, 2019
Bob Doll's 5 Themes for Stock Investors for 2020"Boringly neutral" is how Nuveen's chief equity strategist describes his stock market outlook.
September 10, 2019
6 Economic Predictions for the Next 5 Years: Northern Trust, 2019Beware of a global slowdown, years of trade tensions and "stuckflation," CIO Bob Browne tells ThinkAdvisor.
September 06, 2019
Global Institutions Are Slow Adopters of ESG: StudyConsultant CoreData found that most of these firms' ESG adoption is limited to negative and positive screens.
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.










