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
Morningstar's Toolkit to Ease Market Downturn
By Bernice NapachWhen "stay the course" isn't enough for your clients, check out these tools from Morningstar's Christine Benz.
November 20, 2018
Goldman Says It's Time for Equity Investors to Boost Their Cash"Cash will represent a competitive asset to stocks for the first time in many years," writes Goldman's chief U.S. equity strategist David Kostin.
November 19, 2018
TIAA Releases Report on How It Puts Values Into ActionIn its 100th year, TIAA's new report outlines the impact of the firm's responsible investing framework.
November 19, 2018
U.S. Homebuilder Index Drops by Most Since '14 as Rates RiseThe buyer-interest gauge is "pretty weak" and may be more concerning if it stays below 50 for a few months, said Barclays economist Blerina Uruci.
November 19, 2018
Are ESG Ratings the New Credit Rating for Stock Prices?A new MSCI study of ESG ratings finds they have a similar impact on share prices as do credit ratings.
November 18, 2018
Morningstar Managed Portfolios Can Now Access Morningstar Funds TrustThe trust consists of nine active multi-manager funds with expense ratios ranging roughly from 50 to 130 bps.
November 16, 2018
Tech Sector by Any Other Name Is Still Key for Long-Term PortfoliosStrategists at a recent BlackRock-sponsored roundtable offer their views on technology stocks, many no longer classified as such.
November 16, 2018
Paul Tudor Jones Says Corporate Credit Market Is Latest DangerInterest rates hikes along with faster growth spurred by tax cut could mean a corporate credit bubble pop and another financial crisis, says Paul Tudor Jones.