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 Priest, Active Investing Guru, Ready to Pounce on Passive’s Mistakes
By Jane Wollman RusoffThe Epoch Investment CEO explains why he thinks its fantastic that investors have poured money into passively managed funds.
October 27, 2016
DOL Releases FAQs on Fiduciary RuleFirst round of FAQs answers 34 questions on new exemptions and amendments to existing exemptions.
October 27, 2016
Rethinking Asset Allocation for Aging ClientsArbitrary notions about agingand conventional wisdom on managing money for clients in retirementmay be off target.
October 26, 2016
Ian Bremmer: We’re in a Geopolitical Recession; That’s Not the Biggest ProblemThe economist tells Schwab Impact attendees that the more serious problem facing the developed world is the de-legitimization of our leaders.
October 25, 2016
GMO’s Grantham: ‘Presidential Cycle’ for Investors Is OverThe GMO strategist says that thanks to the Federal Reserve no more big third-year market gains are possible.
October 25, 2016
Liz Ann Sonders: Risk of Recession Low, but Inflation Picking UpAs for election ramifications, Schwabs investment strategist says history shows that when incumbent party wins, the stock market wins.
October 24, 2016
How the VIX Reads S&P 500’s FutureFollowing the Brexit vote this summer and ahead of the impending U.S. presidential election, the VIX has become a bit of a rock star.
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.