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 Year in Alternative Investments: What Happened; What's Coming
By Michael S. FischerHere's a look back at some of the highlights of the alternative investment space in 2016 and a look at one emerging trend.
December 22, 2016
Dissecting the Donald Trump EffectSo what changes revolutionary or otherwise are in store for advisors and their clients under a Trump administration?
December 21, 2016
The Market Is Ambiguous. Does Your Investment Strategy Need to Be?Since yesterdays winners are so frequently tomorrows disappointments, three suggestions for keeping your clients invested regardless.
December 21, 2016
Investors Beware: Tax ‘Volatility,’ Regulatory Upheaval on HorizonFriedman and Valliere look at changes in retirement, tax, entitlement and investing policies coming in 2017.
December 21, 2016
A $33 Billion Manager Who Bought at Low Shifts to CashDavid Samra, the award-winning stock picker, is boosting cash holdings close to their limit in a market he sees as lacking buying opportunities.
December 20, 2016
El-Erian Says Sustaining Trump Rally Depends on Germany, China"Its not just about implementing policies at home," he says, adding that today's valuations suggest no policy mistakes or accidents.
December 20, 2016
Calamos to Become Fully Private Money ManagerThe company strikes a deal to sell its remaining minority stake to two executives for $8.25 a share.
December 19, 2016
Time for Fine Wine?The market for many vintages improved in 2016, as more regions worldwide bring more brands to market.