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
BNY Mellon Launches New Fund Focused on Japan's 'Womenomics' Initiative
By Emily ZulzThe "Womenomics" initiative seeks to enhance economic growth in Japan through improved gender parity in the workforce.
September 18, 2018
Fund Managers Are Bearish on Global Growth: MerrillThe U.S. is the most-favored equity region globally, according to Merrill's fund manager survey.
September 18, 2018
Credit Suisse Has a Derivative for Every Stock-Market NightmareHybrid options envision domino effect toppling S&P 500 rally; correlation between assets unpredictable, a reason for caution.
September 17, 2018
Trump Order on MEPs, RMDs Expands Retirement OptionsIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.
September 17, 2018
Advisors, Not Their Clients, Should Lead on ESG InvestingThat's the conclusion of multiple presenters at this year's Sustainable Investing Conference sponsored by Gitterman Wealth Management.
September 17, 2018
Beware of Bank Loan ETFs and Mutual FundsBank loans have multiple risks investors may not be aware of, according to AllianceBernstein bond strategists.
September 14, 2018
Siegel vs. Shiller: Are Stock Prices Too Low or Too High?Professors Jeremy Siegel and Robert Shiller present their differing stock market forecasts at a Wharton conference.
September 14, 2018
BlackRock: Shop Around for Consumer StocksBlackRock's chief equity strategist says it's been a mixed bag for consumer stocks in 2018.