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
Professional Fund Buyers See a Challenging Year Ahead: Natixis
By Michael S. FischerA Natixis poll finds professional fund buyers selectively use alternatives and favor active management.
April 18, 2019
How to Reduce Investment Risk From Climate Change and Other ESG WoesConsider warnings from BlackRock, the new S&P 500 ESG Index and Morningstar's latest Sustainability Atlas rankings.
April 18, 2019
Here's Why There Aren't More Muni Green BondsThere's no incentive when underwriting fees tend to be higher, according to a study from the business school at Stanford University.
April 17, 2019
Fund Managers Are Positioned for Secular Stagnation: MerrillSeven in 10 investors in the fund manager survey said they don't expect a global recession until the second half of 2020 or beyond.
April 15, 2019
Where Harry Markowitz, Father of Modern Portfolio Theory, Is Invested NowThe 91-year-old Nobel winner also told ThinkAdvisor that AI should stand for "artificial idiocy."
April 15, 2019
ProcureAM's Space ETF (UFO) Takes Off: Portfolio ProductsAlso, First Ascent Asset Management launched factor-based portfolios to be offered for a low, flat annual fee.
April 11, 2019
How Wishful Thinking Can Hurt RetirementTwo economists examine how wishful thinking can lead to reduced saving and can generate asset bubbles.
April 10, 2019
Bad Behavior Cost Equity-Fund Investors 5 Percentage Points in 2018: DalbarDalbar's 25th annual Quantitative Analysis of Investor Behavior report explores whether underperforming investors are made or born.