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
Global Investors Hike Cash Levels in September: BofA Merrill Lynch
By Michael S. FischerForty-two percent of global investors said high cash levels were a bearish view on markets.
September 12, 2016
ETFs Will Be in DOL’s CrosshairsThe proliferation and variety of ETFs mean that theres potential for bad apples worth investigating, Morningstars Michael Wong said.
September 12, 2016
Fed Officials’ Comments Suggest No Rate Hike Next WeekStocks gained Monday as observers interpreted comments by Fed officials as a sign that rates will be maintained when FOMC meets Sept. 21.
September 12, 2016
Goldman and Citigroup Divided on Whether Bond Rout Will PersistGarzarelli of Goldman sees Treasury yields at 2% by early 2017; Aviva, Aberdeen join Citigroup in seeing no extended losses.
September 12, 2016
This Market Selloff May Be DifferentThe generalized move down in stocks is sparking an interesting discussion about how investors should respond.
September 12, 2016
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and DirexionFidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.
September 12, 2016
Learning to Love Smart BetaIts up to advisors to get on board with with the Smart Beta Revolution and give in to the strategy's adverse nature, said Rayliant's Jason Hsu.
September 09, 2016
Alt Fund Selection Is a Growing Challenge for Institutional InvestorsAlternative assets continue to be a crucial part of institutional investors portfolios, but investors have a harder time identifying attractive opportunities.