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
Turkey's Collapse Sinks Emerging Markets on 'Manic Monday'
By Rita Nazareth, Ben Bartenstein and Giulia MorpurgoAfter comments from President Erdogan of Turkey, the rout in assets spilled over into other developing economies.
August 13, 2018
WisdomTree Launches Two Actively Managed Multifactor ETFs: Portfolio ProductsAlso, Vanguard plans to launch an actively managed global credit bond fund in November.
August 09, 2018
Higher Rates Needed for Today's Economy: Fed's BarkinThe Richmond Fed chief is a voter this year on the rate-setting FOMC.
August 09, 2018
How to Help Clients Understand the Importance of Rebalancing: Research AffiliatesBecause according to a recent survey, some investors would opt to spend an hour stuck in traffic than spend that time rebalancing their portfolios.
August 03, 2018
Equity Trust Now Offers Digital Currencies for IRA CustomersA growing number of custodians are adding cryptocurriencies to their list of offerings largely due to customer demand.
August 03, 2018
Liquid Alts Face Headwinds in Strong Stock Market: StudyMorningstar research finds that alternative mutual funds have yet to show their benefits.
August 01, 2018
Fed Leaves Rates Unchanged, Cites Strength in Economy, Labor MarketsThe Fed statement also appears to pave the way for another rate hike in September.
July 30, 2018
SEC Clarifies 'Inadvertent Custody'The staff of the U.S. Securities and Exchange Commission's Division of Investment Management recently released updated guidance to what advisors know…