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
Elon Musk Turns to Morgan Stanley for 5 Monster Mortgages
By Suzanne Woolley, Tom Maloney and Sonali BasakThe billionaire recently took out $61 million in mortgages on five properties. The Morgan Stanley loans represent about $50 million in new borrowing.
February 21, 2019
Millennial Investors Are Ready to TalkFinancial advisors don't have to reinvent themselves to reach millennials.
February 20, 2019
These 10 States Are Best for a Financially Comfortable RetirementDepending on the income you've got to see you through retirement, location can make a vast difference.
February 20, 2019
A Better Landscape for Investment ResearchMiFID II's impact on the research industry is slow but steady, opening up new avenues for investment managers.
February 19, 2019
Bernstein Quants Join Bulls on Gold Sector as Cycle DarkensLate-cycle angst sees a slew of big names get bullish on gold; when gold rallies, bets on miners return about 80% more.
February 15, 2019
The Long and the Short of It: New Direxion ETFs Help Investors Amplify Their BetsDirexion's new "relative weight" ETFs combine long and short positions.
February 15, 2019
Deere's CEO Calls Out Tariffs, Trade as Profit DisappointsFarmer malaise due to trade wars has them running away from Deere.
February 14, 2019
4 Keys to Portfolio Success in a Low-Return WorldA portfolio strategist at BlackRock outlined how lower returns over the next 10 years will require a disciplined process.