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
Low Mutual Fund Fees Predict Higher Returns: Morningstar
By Bernice NapachThe expense ratio of funds is "the most proven predictor of future fund returns," according to Morningstar's Russel Kinnel.
May 05, 2016
Social Security or Savings? Um. Try a Little of Both.Proposed: If Americans cant manage to save enough for retirement, the government must step in. Discuss.
May 04, 2016
Ultra-Wealthy Tiger 21 Investors Push PE Allocations to All-Time HighHere's where members of the ultra-high-net-worth investing club put their money in the first quarter.
May 04, 2016
The Poverty of the Wealth EffectMany of the Fed's recent monetary policy decisions were driven by a belief in the so-called wealth effect that is very likely wrong.
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.