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
4 Top Analysts Predict Markets, Metals After Election
By Janet LevauxThere is an emerging consensus among investment analysts when it comes to the impact Clinton and Trump could have.
November 07, 2016
Morningstar’s 11 ETFs to Avoid in 8 SectorsThe ETFs with the lowest ratings tend to be richly priced versus competing ETF alternatives, Morningstars Ben Johnson says.
November 04, 2016
Shilling Sounds the Alarm: Investors, Load Up on CashThe investment advisor and economist is worried about the continuing gap between market prices and economic fundamentals.
November 03, 2016
The 10 Things We Fear in MarketsJust one example: If you allow your politics to interfere with your investing, you are likely to be disappointed by both.
November 03, 2016
Factor Investing and Risk: The Anomaly of Low VolatilityTo understand the volatility anomaly, it is important that investors understand what economists have learned about the factors that are responsible for stock returns.
November 03, 2016
18 Best ETFs in 6 Sectors: MorningstarMorningstars highest-rated ETFs charge fees that are a tiny fraction of the median fees charged by their peers, Morningstars Ben Johnson said.
November 03, 2016
World’s 20 Largest Asset ManagersThe share of total assets by the Top 20 managers, who held $33 trillion, fell slightly to 41.6% in 2015.
November 03, 2016
DOL Rule, Election Weigh on Financial Advisors: Fidelity SurveyBesides political and regulatory developments, advisors surveyed were also increasingly focused on interest rates.