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
Big Investors Seek Custom Solutions to Low Rates, Volatility
By Emily ZulzPersistent volatility is a significant reason many institutional investors are seeking solutions like multi-asset-class strategies and risk transfers, according to Cerulli.
July 13, 2016
Fed Rates Are the Wrong Tool to Fight BubblesThe idea that the Fed should raise rates to suppress asset prices is deep rooted. But the data indicates it's also a flawed idea.
July 13, 2016
Bank Earnings Could Drop 12% in Q2: FactSetAs JPMorgan is set to report earnings, investors and analysts continue to express concerns about banks and other financial services firms.
July 13, 2016
Gundlach: Low Yields Leading to ‘Mass Psychosis’The market is full of madness, but there are still opportunities to watch for, said DoubleLine CEO Jeffrey Gundlach.
July 13, 2016
Slogging on the Economic Road Back to NormalDrawing a broad conclusion about any single jobs report is sheer folly: the U.S. continues to be in a post-credit-crisis recovery.
July 12, 2016
Are Bonds the New Stocks?Gary Shilling says he has never bought Treasuries for yield but for appreciation. Amid low and negative interest rates, he's not the only one.
July 11, 2016
Alicia Munnell Examines 6 Ways to Boost Retirement SavingsThe Bipartisan Policy Center lists some ideas, but one proposal in particular "severely limits the usefulness of the document," retirement scholar Munnell says.
July 11, 2016
Vanguard, the Unlikely Savior of Active ManagementThe Bogle-founded firm, the champion of passively managed funds, has provided a blueprint for actively managed funds.