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
Most Institutional Investors Use ESG in Investment Approach: Survey
By Ginger SzalaAn RBC survey found institutional investors felt it was a fiduciary duty to use ESG, and many believe ESG outperforms.
October 02, 2018
Martijn Cremers: In Active Management, It's Not the '90s AnymoreA lot can change in the investment world in 20 years — including the conventional wisdom.
October 02, 2018
LGBTQ Retirement Investors Take More Risk Than Others: StudyA MassMutual study finds LGBTQ investors confident about retirement but worried about volatility.
October 01, 2018
Merrill Strategists Underweight Communications After Facebook, Google AddedThey say the new sector is crowded and could come under pressure from rising rates and privacy regulations.
October 01, 2018
When Does Stock Picking Work?High return dispersion and volatility are a stock picker's nirvana.
October 01, 2018
How to Simplify Income Investing: Janus HendersonJanus Henderson's Adam Hetts tells ThinkAdvisor that the biggest income opportunities may be in — wait for it — equities.
September 28, 2018
Schwab: Here's Where Self-Directed 401(k) Investors Are Putting Their MoneyMillennials allocated more to ETFs and cash than their older counterparts.
September 28, 2018
How Climate Change Affects Stocks & BondsAccording to a Nuveen report, addressing climate change risk is critical to adding alpha while reducing risks.