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 Gross Talks Birds, Bees and the Zero Bound
By Danielle AndrusAccording to Janus manager Bill Gross, the toughest portfolio questions from investors pale in comparison to sex questions from your kids.
August 02, 2016
College Endowments Seen Posting Worst Returns Since 2009Funds with more than $500 million lost 0.73%, Wilshire says; universities set to report fiscal 2016 returns in the fall.
August 02, 2016
Trump Urges 401(k) Holders to Exit Stocks Amid ‘Artificially Low’ RatesCandidate tells individual investors to get out of stocks like he did; says his tax, inversions plan will boost GDP growth to more than 4%.
August 01, 2016
The Real Reason Stocks Are Rising: Searching for Alpha for August 2016Is it fundamentals? No. Is it politics? No. What about momentum? Bingo.
July 29, 2016
10 Best Places for Boomers to Work: FortuneAs older workers stay in the workforce longer, Fortune identifies companies that appeal to boomer workers.
July 29, 2016
It’s Not Just Fees That Hurt Performance of Active ManagementS&P Dow Jones Indices reports that most retail mutual funds underperform their benchmarks even before fees are calculated.
July 27, 2016
Global Investors’ Cash Hits Record Level: MerrillAllocation to equities dropped to the first underweight reading in four years, according to the BofA Merrill fund manager survey.
July 26, 2016
Exploring Volatility With the Inventor of the VIXDr. Robert Whaley explains how to use the "fear gauge" he created and how not to use it.