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
Goldman Raises Year-End S&P 500 Target
By Bernice NapachThe index target, however, is still slightly below current trading levels.
July 03, 2017
What is Alpha and Why Do We Care?Professions exist to deliver specific outcomes for their clients. Medical professionals cure the sick. Asset managers produce alpha; this is our business.
July 03, 2017
The Long Game: 2017 SMA Managers of the YearAs equity markets hit records and rattle the nerves of some market gurus, the winners of this year's SMA Managers of the Year awards are taking the long view.
July 03, 2017
Manufacturing Pickup Signals Boost to U.S. Economic GrowthFaster growth in orders and production in late Q1'17 indicates solid demand; along with rising exports, shows manufacturing is on solid footing.
July 03, 2017
ESG Makes Companies More Attractive to Big InvestorsInstitutional investors are looking for sustainable business practices, and they want to see performance data, Burson-Marsteller reports.
July 03, 2017
SMA Manager of the Year Libby Toudouze on Energy and GrowthUnless you can think of anything in your life, in your clients [lives], where theyre going to use less energy, that's the only thing that hurts this story," says Cushing's Toudouze.
July 03, 2017
SMA Manager of the Year James Donald on Taking RisksWe do invest in places that ... might be highly risky, but we think [that] in our process, we take that into account, Lazard Asset Management's Donald says.
July 03, 2017
SMA Manager of the Year Jon Christensen on Valuation and Business AnalysisWe want to find businesses that have some sort of sustainable advantage, companies that can grow, protect and sustain over long-term economic cycles, Kayne's Christensen says.