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
The Growing Influence of Impact Investing
By James J. GreenThe industry is catching on to investors' interest in and willingness to pay for products that align their investment goals and personal values.
December 28, 2015
Energy Outlook: Excess Supply, Low Prices to Continue in ’16As crude oil trades near an 11-year low, analysts explain what to expect from the energy markets in the year ahead,
December 24, 2015
Trump’s Bubble Predictions Are for LosersEvery disappointed investor, armchair strategist and fallen analyst who missed the most obvious bubble in history has now become an expert bubble-spotter, Barry Ritholtz writes.
December 24, 2015
How to Be the Ultimate Contrarian Investor in 2016Here are six ways investors can seek to escape the consensus Wall Street bubble by examining some "out-of-the-box" calls for the year ahead.
December 23, 2015
Who Wins, Who Loses as Rates RiseThe U.S. economy and markets can handle the challenges of higher rates; other countries, not so much. And watch out for volatility, Jeffrey Kleintop says.
December 23, 2015
PIMCO Managing Director Bhansali Quits, Opens LongTail AlphaThe Harvard-trained physicist will lead tail-risk focused strategy and says volatility and risk today make timing "optimal."
December 22, 2015
3 Muni Trades That Pushed PIMCO to Top in Year of DistressThe firm left out some risky debt while embracing certain securities that looked promising.
December 22, 2015
Fed Hike ‘Not ‘Star Wars’ Big, But Big’: LPL’s WhiteStocks tend to rise the year after a rate hike, but expect a bumpy next few months, LPL investment chief Burt White says.