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
10 Reasons Finance Is Going to Keep Changing
By Barry RitholtzWhen I was speaking at an investment conference I was asked a question I wasn't prepared for: "What do you think the financial-services industry will look like in five or 10 years?"
June 25, 2018
Think Outside the Style BoxesThe wholesale adoption of the style grid has created performance-destroying incentives. Here's a smarter way to classify investments.
June 22, 2018
When It Comes to Factor Funds, Bad Design HurtsSome factor funds may be falling behind, but it's the strategies, not the factors themselves, that are underperforming, Northern Trust argues.
June 22, 2018
The 7 Deadly Sins of Fee-Based AdvisorsCommitting these sins can send clients fleeing into the arms of your competitors.
June 20, 2018
14 Things Investors Can't Control (and 14 Things They Can)Falling stock prices seem to precipitate a broad range of physical and psychological problems. The best medicine: a little perspective.
June 19, 2018
Paul Tudor Jones Says Next US Recession Will Be 'Frightening'The legendary trader says society will have to rethink the definition of capitalism and changes will have to come through business.
June 18, 2018
Wealthiest Families Show Growing Appetite for Direct InvestmentsDirect investments are "upending traditional approaches to portfolio construction," says Family Office Exchange.
June 18, 2018
Another Way ESG Investing Can Boost PortfoliosESG investing, by nature, forces investors to think about the long term.