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 Andy Bischel on Market Dysfunction and Fundamentals
By James J. GreenMarkets routinely overshoot the true change in the underlying fundamentals, whether it's earnings deterioration or a valuation issue, SKBA's Bischel says.
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.
June 27, 2017
Senate Postpones Vote on Health BillTrump calls Republicans to the White House for a meeting at 4 p.m. today.
June 27, 2017
Tactical Investing Tips Advisors Can Use NowThese tools can help advisors express opinions on short-term market movements for opportunistic alpha, or profit from broad-based sector declines in the longer term.
June 27, 2017
The Case for Crypto in Impact InvestingBitcoin and blockchain go beyond just digital currency, according to venture capitalist Jalak Jobanputra.