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
Morgan Stanley Taps New Chief Stock Strategist
By Janet LevauxThe decision follows the departure of an executive to a hedge fund.
February 12, 2017
‘Major Risks Are Looming’ for US Economy: Merrill’s Ethan HarrisThe chief global economist of Bank of America Merrill Lynch is concerned about potential changes in U.S. tax and trade policies.
February 12, 2017
Low Volatility Could Mean ‘More Extreme’ Stock Pullback: Schwab’s Aguilar"The market has run up too quickly, too fast," and investors need to start seeing evidence of real growth, Schwab equity CIO Omar Aguilar says.
February 08, 2017
7 Challenges Private Markets Face in 2017Investing in larger funds presents both opportunities and risks.
February 07, 2017
4 Alternative Funds Win Medalist Rating: MorningstarThe research firm says these Bronze funds have specialized expertise guiding their powerful strategies.
February 03, 2017
Advisors Mixed on Trump’s DOL Rule ReviewRIAs at TDAI conference expect to keep their competitive edge since they are already fiduciaries.
February 03, 2017
Cash Is No Longer King: BlackRock SurveyInstitutional investors globally look to real assets in 2017.
February 03, 2017
Want a Good Year for Stocks? Root for the Falcons in the Super BowlAFC Super Bowl wins particularly when the Patriots play seem to portend worse stock market years, according to LPL's Ryan Detrick.