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
Yale Investing Chief Swensen Tops University Pay at $4.7M
By Michael McDonaldThe Ivy League school has posted a return of 11.6% in the five years through June 2018.
May 15, 2019
US Stock Outlook Hinges on Battle Between Humans and MachinesThe winner may determine the near-term direction for a U.S. stock market that's wavering under the strain of an escalating trade war.
May 15, 2019
Fund Managers Are Worried About China: Merrill SurveyFund managers said a trade war and a slowdown in China were their top two concerns.
May 14, 2019
The $1.9 Trillion Fund Giant With a Crazy Idea About InvestingFor almost 90 years, Capital Group has placed careful research at the center of its fund-management empire. But will people keep paying for it?
May 13, 2019
How to Grab More Alpha by Beating Your Biases: Steve DuneierAdvisor and "AlphaBrain" editor Jake Vincent talked to ThinkAdvisor about Duneier's method for capitalizing on others' investing mistakes.
May 10, 2019
Is Strategic Beta Having a Crisis of Confidence?A Columbia Threadneedle study finds only 36% of advisors are confident about implementing the strategy.
May 09, 2019
It's an 'Everybody Gets a Trophy' Market: State StreetState Street's Matthew Bartolini compares the current market environment to T-Ball.
May 09, 2019
Morningstar Names Outstanding Portfolio ManagerOther winners for Best Stewardship and Rising Talent named as well.