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
ETF vs. SMA: Which Is Better for Sustainable Investing?
By Johny MairESG-focused ETFs are exploding in popularity, but SMAs can provide advantages to some investors.
April 29, 2019
The Market Forces That World Leaders Are Talking About NowGlobal trade and U.S. public markets have both likely peaked.
April 29, 2019
2019 IA25 Portfolio WinnersHere are this year's top vote getters in the field of investing and portfolio management.
April 28, 2019
Who Are the Top Active Managers of 2019?On May 1, winners of the Envestnet and Investment Advisor Asset Manager Awards will be named during the platform provider's annual advisor conference.
April 26, 2019
4 Ways to Prepare for End of Biz Cycle … Whenever It HappensThe bull market will end, that's a given. So how do advisors prepare their clients for that inevitability?
April 26, 2019
Economists See Fed on Hold Through 2020 With No Cut: SurveyThe Bloomberg survey found that economists don't expect a rate cut even if the core inflation softens.
April 26, 2019
Do Investors Think a Recession's Coming? Check Their Bond FlowsA State Street analysis shows investors have adjusted their fixed income portfolios, revealing what they believe could happen next.
April 22, 2019
New App Makes Proxy Voting Easier for Individual Investors: Portfolio ProductsAlso, m+ funds expanded its Defined Outcome Fund menu and MarketAxess launched a suite of U.S. Investment Grade Indexes.