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
Sustainable Bonds: A Major Investment Shift
By Patrick DrumNew corporate bond issues have outpaced equity issues eight fold since 2006. And ESG has become a key way to evaluate them.
July 30, 2018
El-Erian Says U.S. Alone Has Exited the 'New Normal'U.S. finding 'higher growth equilibrium' of 2.5% to 3%; Federal Reserve can 'safely' hike as neutral rate rises.
July 30, 2018
Top-Performing Active Funds Lack Staying Power: StudyThe latest S&P Persistence Scorecard shows that few top-performing active funds stay on top over different three- and five-year periods.
July 30, 2018
How ESG Investing Can Help Address the Opioid CrisisA growing number of institutional investors are pursuing policy changes at drugmakers and distributors, with some success.
July 27, 2018
How Collateralized Loans Can Help Clients Satisfy Short-Term Capital NeedsA long-term financial plan doesn't have to get derailed when life presents emergency capital needs.
July 25, 2018
Taking the Mystery Out of Blockchain InvestingA blockchain-focused portfolio is a global, diversified growth play.
July 24, 2018
Should You Worry About an Inverted Yield Curve?Experts differ, including former Fed Chair Ben Bernanke and Moody's Analytics Chief Economist Mark Zandi.
July 24, 2018
Most Millennials Are (Appropriately) Loaded Up on Stocks: VanguardThe firm credits target date funds for a shift away from all-equity or zero-equity portfolios.