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
Morningstar Launches 27 Indexes to Meet ESG Investing Appetite
By Janet LevauxThe indexes include global and local companies based on their ethical performance and other measures tied to sustainability, the research firm says.
October 01, 2016
The Right Perspective on Low ReturnsWith all the talk of low returns, it's time to check in with clients on their real challenges and their best responses.
September 30, 2016
Morgan Stanley, Goldman Split on Where Treasuries Will End 2016As Morgan Stanley calls for U.S. bond rally in Q4, Goldman joins Gundlach in view that U.S. 10-year yields should rise to 2%.
September 30, 2016
Boomers Are Biggest Investors in Surging ETF Market: StudyInvestors are pouring huge amounts of capital into ETFs, attracted by their low cost and investment flexibility, and boomers are leading the charge.
September 30, 2016
3 Trends Transforming Active Management: SSGA ReportNew data, tools and technology will give rise to a new species of active managers, an SSGA report states.
September 30, 2016
The Rise of the Machines in Investment ManagementTechnology advances pose a threat to traditional investment managers, but successful firms will combine human judgment and creativity with computers analytical power.
September 29, 2016
Advisors’ Dilemma: Investor Expectations vs. Market RealityNatixis study finds a quarter of advisors plan a big change within 3 years due to client expectations, regulatory pressure.
September 29, 2016
Ex-Fed Chief Greenspan Tapped by Advisors Capital Management as Econ AdvisorAdvisors Capital Management said former Federal Reserve Chairman Alan Greenspan is now an economic advisor to the $1.4 billion RIA firm.