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
Can Tech and Oil Stocks Continue to Outperform?
By Bernice NapachUp 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 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.
July 03, 2018
Emerging-Market Carnage Sidesteps IndiaThe nation's benchmark S&P BSE Sensex Index rose 7.5% the second quarter in local-currency terms, the best performance among developing nations.
July 03, 2018
The Advisor & The Quant: Is the 4% Rule Dead?"Advisor" Joe Elsasser and "Quant" Ron Piccinini discuss the origins of the rule and whether it remains useful.
June 29, 2018
Arnott: 'Buy High and Sell Low With Index Funds!'An analysis from Research Affiliates reveals that index funds are notorious for this buy-high/sell-low dynamic.
June 28, 2018
Highlights From the 2018 Asset Manager of the Year AwardsInvestment Advisor and its partner Envestnet | PMC honored a group of stellar portfolio managers and advisors at the Envestnet Advisor Summit held in May in New Orleans.