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
Don't Give Up on Emerging Markets Equities
By Daniel S. KernEmerging markets face near-term risks but are far more resilient than they were in the 1990s.
November 05, 2018
Are You Vegan and Worried About the Climate? There's an ETF for That: Portfolio ProductsAlso, ProShares launched a petcare-focused ETF and Vaneck taps Morningstar for ETFs.
November 02, 2018
Does Americans' Keen Focus on Earning Hurt Saving?A Cornell study looked at how Americans view earnings vs. savings, and it explains a lot about why savings rates are so low.
November 02, 2018
Social Responsibility No Longer a 'Niche'The US SIF found that 26% of all U.S. assets managed by professionals are ESG-linked, a huge increase from 2016.
November 02, 2018
Best & Worst 529 College Savings Plans of 2018: MorningstarThe best plans have low fees, along with strong underlying investments and state oversight, according to Morningstar.
November 02, 2018
Here's Why Investors Have Plenty to Worry AboutMultiple factors are converging that could signal trouble for markets into next year.
November 02, 2018
Retail Channels Gobbling Up Bigger Share of AssetsCerulli credits IRA rollovers for an ongoing migration of assets from institutional to retail channels.
November 01, 2018
Is Inflation Indexing of Capital Gains Good? Bloink & Byrnes Go Thumb to ThumbProfessors Bloink and Byrnes, who hold opposing political viewpoints, share their opinions on the Trump proposal to index capital gains taxes for inflation.