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
Bill Gross on ‘Animal Spirits’ in Markets: Be Concerned
By Janet LevauxThe highly levered financial system is "like a truckload of nitroglycerin on a bumpy road," Janus' Bill Gross warns.
March 08, 2017
Gundlach: Fed to Raise Rates ‘Until Something Breaks’The DoubleLine CEO is bullish on some emerging-market debt and Asia equities; bearish on Europe.
March 06, 2017
Betterment Rebuffs Buffett, Says Sage’s Advice ‘Doesn’t Work Anymore’CEO Jon Stein makes the case that he can top Vanguard index funds, and advisors, in a heated CNBC interview.
March 06, 2017
Research Affiliates Launches Smart Beta Factor Valuation Tool: Portfolio ProductsIn other product news, Hartford Funds expands its socially responsible investing lineup.
March 03, 2017
5 Ways ‘Passive’ Investing Is Actually Quite ActiveIn the end, what is the so-called passive investing trend really all about? Lower costs.
March 02, 2017
Why Trump Advisor Scaramucci ‘Hates’ DOL Fiduciary RuleAt Pershing advisor meeting, an argument for keeping noncorrelated assets in clients retirement portfolios, and a warning on disinflation.
March 01, 2017
Buffett Backlash: Fund Execs Criticize Sage’s Grim View of Active InvestingPassive index funds are not necessarily the best investments for all investors at all stages of their lives, some fund professionals argue.
February 28, 2017
Buffett’s 8 Nuggets of Investing Advice: Berkshire Shareholder Letter 2017The Oracle of Omaha spells out the secrets of his success in his yearly letter to Berkshire Hathaway shareholders.