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
Which Countries Have the Most Sustainability-Focused Companies?
By Bernice NapachMorngstar's sustainability atlas rates the stock indexes of 46 countries for sustainability, ESG and carbon risks.
October 05, 2018
Goldman to Stock Buyers: Favor Strong Balance SheetsFirm strategists also warn against owning stocks with high leverage at a time when rates are rising.
October 04, 2018
How Republican, Democratic Investors Reacted to Trump's ElectionInvestors drew different economic conclusions based on their beliefs and adjusted their trades accordingly, an NBER paper found.
October 04, 2018
How High Can Bond Yields Climb Before Stock Investors Worry?The relative appeal of stocks vs. bonds tends to wane when yields rise.
October 02, 2018
Most Institutional Investors Use ESG in Investment Approach: SurveyAn RBC survey found institutional investors felt it was a fiduciary duty to use ESG, and many believe ESG outperforms.
October 02, 2018
Midterms and Their Aftermath 'Critical' to Market's Direction: LazardThe Lazard Multi-Asset Team discusses recent developments behind the latest changes to the team's market forecast.
October 02, 2018
Morningstar and Mercer Pair Up to Offer Data PlatformThe two firms announced an alliance to provide institutional asset management data on a single global platform.
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.