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
JPMorgan Tops Estimates, as Dimon Says Trade War Could Weigh on Confidence
By Michelle DavisShares of the company drop even after profit beats analysts' expectations; tariff fallout isn't affecting business activity so far, accordingn to Dimon.
July 11, 2018
The Strange Marriage Between Stock Prices and Recessions: Recessionomics, Pt. 3In this third part on recessions, I will look closely at how stock prices react prior to, and during, a recession, as well as the role GDP plays in stock performance.
July 11, 2018
Can Tech and Oil Stocks Continue to Outperform?Up until Wednesday it looked as if these sectors would continue to advance in the second half as they did in the first; then the White House threatened more tariffs against China.
July 06, 2018
Why Vanguard's Not the Only Threat to Active ManagersGoldman Sachs has built the ETF equivalent of a killer cyborg calibrated to exploit the growing world of fee-based advisors.
July 05, 2018
Earnings Season Beckons, but All Anyone Cares About Is Trade WarReporting season will be stellar, but will anyone even care? All eyes are on forward guidance and the international outlook.
July 05, 2018
Traders Grapple With a Big Question: Are Tariffs Priced In?After months of simmering tension between the world's two largest economies, the U.S. will impose tariffs on $34 billion worth of Chinese goods at just…
July 03, 2018
Factor Investing Hits and Misses for Q2S&P Dow Jones' latest dashboard of factor index performance shows some surprising wins and and potential omens.
July 03, 2018
Religion and Politics Don't Mix With InvestingBoth are based on emotion, which rarely leads to better returns.