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
Strategy-Based Portfolio Construction
By C. Thomas HowardClassifying funds based on their investing strategies instead of via the traditional style grid presents a new way to look at diversification.
July 20, 2018
Emotional Investing: A Counterproductive PathAll of us have fallen prey to our emotions at some point. Here's my story.
July 18, 2018
Fund Managers Are Getting Really Worried About a Trade War: Merrill"Equity allocation has fallen notably while growth and profit expectations have slumped," Merrill's chief investment strategist said.
July 16, 2018
'This Is Not a Passing Fad': CFA Exam Adds Crypto, Blockchain TopicsFinance and crypto worlds have become increasingly intertwined, as candidates get their first look at the new material next month.
July 13, 2018
JPMorgan Tops Estimates, as Dimon Says Trade War Could Weigh on ConfidenceShares of the company drop even after profit beats analysts' expectations; tariff fallout isn't affecting business activity so far, accordingn to Dimon.
July 12, 2018
Fidelity Launches Model Portfolios for AdvisorsFidelity Model Portfolios debuts with five different portfolios consisting of 7 to 12 Fidelity funds, based on risk tolerance.
July 11, 2018
Bond Giants Bet $100 Billion on Growth. It Hasn't Paid OffThe luminaries of high finance have staked more than $100 billion in one of the boldest bond bets of the post-crisis era: That a global economy firing…
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.