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
For Wealthy Pre-Retirees, What Beats Financial Security?
By Michael S. FischerAffluent retirees shun traditional asset allocation guidance to reduce equities with age.
July 21, 2017
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1The purpose of decades of saving is to fund decades of spending.
July 20, 2017
Fear Keeping Investors’ Cash Levels High: Merrill SurveyFund managers worried about a shock coming from bond markets or central banks.
July 20, 2017
How to Fix Social Security: Alicia MunnellA retirement policy guru talks about the stark options Americans face.
July 20, 2017
If You’re an Asset Manager Embracing Change, the Future Is Bright: CerulliThe traditional distribution model is changing and managers must find ways to stay relevant, according to Cerulli.
July 20, 2017
Advisors, Plan Sponsors Out of Sync in DC Plan SpaceWells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
July 20, 2017
Bill Gross: Bloated Central Banks’ ‘Curveball’ Threatens Global EconomyThe more levered an economy is, the more sensitive it is to shifts in short-term interest rates and a flat yield curve, he argues.
July 19, 2017
Ultra-Wealthy Investors Boost Real Estate Holdings: Tiger 21Tiger 21 members disaffection sent hedge fund allocations to a record low in the second quarter, the elite investing network reported.