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
The New Shape of US Household Debt
By Bernice NapachHousehold debt has been reshaped in ways that could potentially affect how advisors help manage clients' liabilities, the New York Fed reports.
April 03, 2017
Active Share II: A More Powerful Tool for Identifying Defensible Actively Managed FundsWhile the fate of the DOL fiduciary rule is unclear under President Donald Trump's administration, its impact continues to be felt.
March 31, 2017
Social Investing Grew to $23 Trillion in 2016Responsible investment now accounts for 26% of all professionally managed assets globally, according to the Global Sustainable Investment Alliance.
March 31, 2017
Harvard Managers Said to Plan Hedge Fund Launch in Q3Managers set to depart are hiring 15 staffers for new firm; the Boston fund is expected to receive $400 million from Harvard.
March 30, 2017
ETF Investing Strategies to Use Now: BlackRock’s RichardsonHeidi Richardson, head of strategy for BlackRocks U.S. iShares, discusses a handful of her current iShares investing suggestions with ThinkAdvisor.
March 30, 2017
Risk-Taking Investors Rewarded in 2016: NatixisMarkets rewarded a completely different set of asset allocations in the second half of 2016 than in the first half, Natixis found.
March 28, 2017
Bull Market Not Over but ‘Broader Correction’ Coming: Bob DollDespite concerns about Trump's pro-growth agenda, there are solid economic fundamentals and optimism to support it, the strategist says.
March 28, 2017
Investors Struggle to Choose the Right ETFMany investors are daunted by deciding which ETF to buy, E-Trade reports.