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
6 Ways to Mitigate Political Risk in Portfolios
By Emily ZulzA Wells Fargo report suggests specific steps that could help manage a portfolios potential exposure to negative political surprises.
July 11, 2017
Dimon Says Unwinding QE May Be More Disruptive Than You ThinkThe banker scoffs at the idea of making uncertain things certain.
July 10, 2017
Gary Shilling: Falling Oil Prices Could End the Stock Market RallyThe economist and money manager who correctly forecast the decades-long bond rally explains why lower oil prices are bad, not good, for stocks.
July 09, 2017
The Future of the Investment Management IndustryMy firm invests in both passive and actively managed products. Consequently, I think I have a reasonably unbiased perspective about the future of the industry.
July 07, 2017
Top 10 Best Performing ESG Funds of 2017: MorningstarWho says you have to sacrifice performance for sustainability? These 10 funds have returned more than 24% since last June, according to Morningstar.
July 07, 2017
Grantham’s GMO Dissolves International Stock Team as Assets FallA more quant-focused global equity team takes over strategies; GMOs assets under management have fallen steeply in recent years.
July 07, 2017
Cross-Asset Quants Bitten by Fed, Facing Worst Losses in a DecadeCTA funds plunge 5.1% for poorest period since '07; selloff in stocks, bonds worry critics of systematic funds.
July 06, 2017
Treasury Yields Top Gundlach’s ‘Critical Level’On Twitter, the bond king shares his views on the 10-year and sounds off on volatility and Pimcos treatment of Bill Gross.