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
SMA Manager of the Year Todd Solomon on Beating Passive Investors
By James J. GreenCongress Asset Management uses a strategy best described as steady as she goes.
July 03, 2017
SMA Manager of the Year Andy Bischel on Market Dysfunction and FundamentalsMarkets routinely overshoot the true change in the underlying fundamentals, whether it's earnings deterioration or a valuation issue, SKBA's Bischel says.
July 01, 2017
How to Succeed in Retirement Investing in the ‘New Normal’As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.
June 30, 2017
Goldman Commodity Analysts: How Did We Get It So Wrong?Bank remains bullish commodities, cuts oil forecast by $7.50; brent, WTI crude prices slipped into bear markets last week.
June 29, 2017
DOL Releases Fiduciary Rule Request for InformationComments could lead to new exemptions or changes to the fiduciary rule and PTEs, as well as extending the Jan. 1 compliance date.
June 29, 2017
Nuveen Sees Rising Demand for Closed-End FundsNuveen's Anne Kritzmire explains why closed-end funds are beneficial to retirees seeking income.
June 29, 2017
Event-Driven Investing: Beyond the Traditional ‘Balanced’ PortfolioThis strategy offers the potential to minimize the drag of inflation and rising interest rates on returns while retaining the opportunity to compound positive performance over time.
June 27, 2017
Not All Active Managers Are Poor PerformersIts more important now than ever to understand how to distinguish truly active, high-performing funds from low-performing closet indexers.