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
Why Volatility Is an Investor’s Worst Enemy: Searching for Alpha, May 2017
By Ben WarwickThe Technology Select Sector SPDR ETFs gut-wrenching 80% drop during the tech crash of 2002 is an excellent example of the effects of volatility.
May 01, 2017
John Bogle Gives Insights on 4 Industry TrendsSpeaking via video at Morningstar's conference, the Vanguard founder discussed indexings rise and other hot topics.
May 01, 2017
Ultra-Long U.S. Bonds Can Absolutely Make Sense: MnuchinTreasury to issue refunding plans for April-June; economic growth to stay under 3% this year and next, says Mnuchin.
May 01, 2017
Trump Weighs Breaking Up Wall Street Banks, Raising U.S. Gas TaxPresident says in interview hes examining revival of 1933 law; top administration officials back return of Glass-Steagall Act.
May 01, 2017
Why Merrill Is ‘Very Short-Term’ HawkishChristopher Hyzy, CIO of Bank of America Global Wealth & Investment Management, tells ThinkAdvisor how investors should strategize for the current "synchronized global recovery."
May 01, 2017
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio ProductsIn other product news, Ivy enters the passive world with five new index funds.
April 28, 2017
Pimco Liquidates Arnott-Run Smart Beta FundThe Research Affiliates fund trailed 87% of peers for the past 3 years; assets had fallen to $316 million from $4.2 billion at the peak.