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
Social Security or Savings? Um. Try a Little of Both.
By Megan McArdle, Bloomberg ViewProposed: If Americans cant manage to save enough for retirement, the government must step in. Discuss.
May 04, 2016
5 Reasons to Talk to Clients Now About Responsible InvestingTwo major international agreements, along with recent guidance from the DOL, are driving momentum for ESG investing.
May 03, 2016
To Beat the Market, Companies Should Think Like Activists, Study SaysEnhanced return on invested capital buying back stock, for example is a key driver of shareholder value, S&P Global Market Intelligence found.
May 03, 2016
Are Frontier Markets the ‘New’ Emerging Markets?They can be a rewarding addition to portfolios, keeping in mind the risks of frontier markets and the need for due diligence.
May 02, 2016
Negative Sentiment Flashing a Buy Signal: Searching for Alpha for May 2016Considering the recent data, I would be more inclined to buy dips than sell rallies, though credit is worth a look, too.
May 02, 2016
Choosing a Multi-Factor ETFWhile the roots of multi-factor investing go back decades, you could be forgiven for thinking that this phenomenon happened virtually overnight.
April 28, 2016
Why Active Management Comes Up ShortBarry Ritholtz asks: Why has active management especially since the financial crisis had such a dismal run?
April 28, 2016
What the Fed Statement Signals and WhySeen as a whole, the Fed's message suggests that the data-dependent central bank is amplifying its signal that the June meeting is live.