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
Why Advisors Should Consider Sustainable Investing in 2019
By Bernice NapachAmong the many reasons: climate change, risk reduction and the generational wealth transfer.
December 20, 2018
UBS' Hedge Fund-Like Playbook Aims to Beat Market MayhemSwiss private bank pitches strategies akin to relative value as bearish forces grip assets unevenly
December 19, 2018
How Hollywood's Greatest Financial Villains Can Make You MoneySometimes bad guys inspire good ideas.
December 19, 2018
Investors Close to 'Extreme Bearishness' in December: MerrillIn the monthly fund manager survey, long U.S. dollar bumped tech stocks as the most crowded trade.
December 18, 2018
How to Be More Effective in Selecting Active ManagersDespite the claims of indexing aficionados, actively managed funds are not going the way of typewriters, pagers and landline phones.
December 17, 2018
Vanguard to Merge Growth Funds, Shake Up 3 Fund Advisory Teams: Portfolio ProductsAlso, Anthony Scaramucci's SkyBridge Capital and EJF Capital have launched an Opportunity Zone-focused REIT.
December 17, 2018
The Best Ideas of the Best FundsActive equity managers know and overweight their best-idea stocks.
December 13, 2018
Pimco Sees 'Flashing Orange' US Recession SignalChance of U.S. downturn 30% in next 12 months, a nine-year high, says the bond giant, which oversees $1.7 trillion.