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
Ultra-Long U.S. Bonds Can Absolutely Make Sense: Mnuchin
By John Micklethwait and Saleha MohsinTreasury to issue refunding plans for April-June; economic growth to stay under 3% this year and next, says Mnuchin.
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.
April 28, 2017
Michael Lewis: A Warning for Index Investors From the Oakland A'sAt Morningstar conference, the author of "Moneyball" talks about what indexers in particular should learn from his baseball book and what he thinks of Trump.
April 28, 2017
Fintech Isn't Solving Industry's Diversity ProblemAccording to Morningstar's Don Phllips, finance is "a community that serves rich white men very well." Josh Brown says society is negligent on financial education.
April 28, 2017
Glory Days Are Over: 4 Tips for Investing in a Low-Return WorldRonald Reagan and Paul Volcker helped plant the seeds for more than 30 years of growth, but many trends are slowing or reversing.
April 27, 2017
AdvisorEngine Acquires Practice Management Firm KredibleKredible uses industry-specific research on HNW prospects to help financial advisors develop their online presence.