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
BofA Merrill Brings Advisors to Robo Program
By Janet LevauxMerrill Guided Investing will now offer access to advisors.
May 31, 2019
Fed Watchers Now See Rate Cuts This Year as Tariffs Hit EconomyJPMorgan's chief U.S. economist said the Federal Reserve "may well need to cut by much more than 50 basis points'' if the tariffs on Mexico are raised to 25%.
May 29, 2019
Citi, JPMorgan Warn of Q2 SlumpJamie Dimon said his firm's trading revenue fell 4% to 5% during the first two months of the second quarter.
May 29, 2019
Direct-Sold 529 Plans Coming to Advisor Market: MorningstarThese plans, which have lower fees than advisor-sold 529 plans, are becoming more available as advisors shift away from commissions.
May 28, 2019
Allianz's El-Erian to Head College at Cambridge UniversityThe economist and author -- who coined the phrase 'new normal' during the financial crisis -- will take up the position in October 2020.
May 28, 2019
Morningstar Highlights Fund Stewardship, Retirement, Fixed Income and Smart BetaThe yearly gathering is a time for investment managers and analysts to discuss recent research and their best ideas.
May 24, 2019
Muni-Junk Titan Nuveen Starts Fund to Take Advantage of DefaultsNuveen is among the biggest investors in high-yield muni bonds; closed-end fund prospectus registered Thursday with the SEC.
May 24, 2019
U.S. Economic Outlook Dims; Capital Goods Add to Weak DataJPMorgan issued a report Friday from its chief U.S. economist Michael Feroli entitled "Deteriorating Q2 GDP should put Fed on watch."