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
Envestnet to Buy MoneyGuide for $500M
By Janet Levaux"I am sort of speechless," one industry consultant said.
March 11, 2019
JPMorgan Planning Cheapest-Ever Stock ETFThe BetaBuilders U.S. Equity ETF would charge 20 cents per $1,000, or a 0.02% expense ratio.
March 11, 2019
Goldman Sachs Launches ETFs That Invest in Innovators: Portfolio ProductsAlso, Schwab trimmed fees on three equity ETFs and Defiance ETFs announced the launch of a 5G ETF.
March 11, 2019
Taleb Was Right. We're Still Fooled by RandomnessYou know you shouldn't chase "hot hands" in the fund management industry. This study says you really, really shouldn't.
March 10, 2019
Bull Market Turns 10: Do You Know Where Your Portfolio Is?If you haven't rebalanced in a while, you may be in for a shock, Envestnet's Tim Clift says.
March 08, 2019
3 Themes to Watch in Alternative Investing: J.P. MorganThe asset manager issued a "Guide to Alternatives" that aims to illuminate a historically opaque asset class.
March 08, 2019
This $217 Billion Quant Says Forget China, Buy Frontier MarketsParametric Portfolio Associates recommends reducing weightings to big countries like China so as not to be too exposed to just a few places, and look to markets like of Kenya and Sri Lanka.
