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
Don’t Fear the Rally Just Because It’s a Rally
By Robert Horrocks, PhDThe simple fact that markets have risen a lot can spook investors. Matthews Asia CIO Robert Horrocks cautions against trading too much on this rationale.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 13, 2017
Double-Digit Earnings Gains Will Be Tough in Q2: LPL’s WhiteAnalysts are upbeat but not exuberant in terms of their expectations for the overall earnings season.
July 12, 2017
SEC Chief Wants Public Input on a New Fiduciary Rule Before StartingIn his first major speech as chairman, Jay Clayton also suggested easing disclosure requirements for publicly traded companies.
July 12, 2017
6 Ways to Mitigate Political Risk in PortfoliosA Wells Fargo report suggests specific steps that could help manage a portfolios potential exposure to negative political surprises.
July 12, 2017
Are Stocks Overvalued or Poised for More Gains?Outlooks differ widely among strategists, even as many global stock markets continue to trade near recent, often record, highs.
July 11, 2017
Concentrated Stock Investing Through a New LensHere's a strategy, and a tool, to help investors prudently employ both indexing and concentrated stock investing.
July 11, 2017
Dimon Says Unwinding QE May Be More Disruptive Than You ThinkThe banker scoffs at the idea of making uncertain things certain.