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
GMO’s Grantham: ‘Presidential Cycle’ for Investors Is Over
By Janet LevauxThe GMO strategist says that thanks to the Federal Reserve no more big third-year market gains are possible.
October 24, 2016
Investing in Change: What Advisors Need to Know About Thematic InvestingAs an advisor, you know that there's a strong correlation between client engagement and business growth.
October 24, 2016
Mergers Raise Prices, Not EfficiencyThe data show that while mergers may work out well for shareholders, they don't help the economy grow.
October 21, 2016
Advisor Top-of-Mind Index: Volatility, Election, FedAdvisors in Eaton Vance survey said "protecting wealth from market volatility" remains their top concern.
October 20, 2016
ETFs Gather Record Assets in Q3: ETFGIAssets invested in exchange-traded funds and products hit new highs at the end of the third quarter, ETFGI reported.
October 20, 2016
Market Timing Works, but It Mucks Things UpThe questions on timing: 1) Can it really work for asset managers? 2) Should investors buy into it? 3) How does it affect the market?
October 19, 2016
6 Companies With the Best Retirement PlansThese companies offer their employees a chance at a good retirement, in ways that range from pension plans to generous matching 401(k) contributions.
October 19, 2016
Financial Services Explained, Pt. 1: The Cost of EverythingIn the first of a series, we look at how advisors young and old can benefit from understanding how the industry works for your clients.