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
A Simple Framework to Prepare for the Next Bear Market
By Josh VailThe aging bull market should push advisors to protect client gains. Alternative strategies can help. Here are some, demystified.
October 23, 2018
BofA Merrill Lynch Sees the Future: U.S. Stock Roller CoasterYield curve cycle points to enduring era of higher volatility; Goldman echoes prediction for more price swings based on GDP.
October 22, 2018
Pot Investors Should Stick With Stocks, Not ETFs, IPO Advisor SaysCanada's legalization of cannabis may open the product to new investment, but advisors should make sure to do their homework.
October 22, 2018
Investors Expect Midterms Will Be Good News for Their PortfoliosYounger investors were significantly more optimistic than baby boomers, an E-Trade poll found.
October 22, 2018
10 Due Diligence Questions to Ask Absolute Return ManagersAbsolute return strategies may help buffer portfolios against a downturn, but the landscape is quite large.
October 22, 2018
4 'Anti-FAANG' Stock PicksPortfolio manager Brian Milligan finds plenty of alternatives with strong business models and better cash flow visibility.
October 22, 2018
VanEck Launches ETF Focused on Video Gaming, Esports: Portfolio ProductsAlso, Barings launched its first equity mutual fund in the U.S.
October 22, 2018
3 Ways Advisors Can Help Business-Owner Clients SucceedAdvisors must work with entrepreneurial clients to see how their companies fit into their broader portfolios.