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
Fund Managers Are Worried About China: Merrill Survey
By Michael S. FischerFund managers said a trade war and a slowdown in China were their top two concerns.
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.
May 09, 2019
AQR's Asness: Multi-Factor Investing Still KingAfter a huge stumble in 2018, AQR still believes in strategic-beta, across all factors and all asset classes.
May 09, 2019
Pimco Taps Nobel-Winning Economist as AdvisorThe bond shop plans to use Richard Thaler's insights to help in the accumulation and decumulation stages of retirement.
May 09, 2019
Buffett's 'Ridiculously Cheap' Call Echoes in Loopy StocksSo-called Fed Model shows equities appealing relative to bonds; stocks fluctuate after worst period since start of the year.
May 07, 2019
Who Is the Top Portfolio Manager? Morningstar to Name Choice at ConferenceThe winner will be announced from the five finalists on May 9 at the Morningstar Investment Conference in Chicago.