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
Here's Why There Aren't More Muni Green Bonds
By Martin Z. BraunThere's no incentive when underwriting fees tend to be higher, according to a study from the business school at Stanford University.
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.
April 10, 2019
Fed Minutes Show Some Rate Flexibility During Uncertain TimesSeveral Fed policymakers indicated their views could shift as a result of new data and developments.
April 08, 2019
'Moment of Truth' Arrives for U.S. Stocks After Fed-Fueled RallyA warning from J.P. Morgan's chief U.S. equity strategist Michael Wilson before earnings season begins.
April 08, 2019
State Street Global Advisors Launches Two Sector Rotation ETFs: Portfolio ProductsAlso, Betterment removed the minimum account balance for retail clients to use its Flexible Portfolio.
April 08, 2019
Here Is Schwab's New ABC Asset Allocation Framework for AdvisorsIt combines cap-weighted, strategic beta and actively managed allocations with a behavioral overlay.