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
Oil’s Rebound and Other Wrong-Way Forecasts
By Barry RitholtzIt's not just energy forecasters who make mistakes. All of Wall Street has an unfortunate tendency to guess the future by looking at chicken entrails.
February 10, 2016
Will Active Share Be the Robo-Advisor Killer?Research shows that fund managers who don't blindly follow their bogeys can outperform. Picking them can justify your advice, and your fees.
February 09, 2016
GMO’s Inker: Give High Yield a Little CreditHigh-yield bonds have a lot going for them, says Ben Inker, GMO's co-head of asset allocation, but there are several reasons to proceed with caution.
February 08, 2016
15 Best Foreign Countries for Retirement: 2016Americans can stretch their retirement dollars further in other lands.
February 05, 2016
Chicago Stock Exchange Says It’s Being Sold to Chinese-Led GroupChongqing Casin, a property and investment firm, has agreed to the deal, with the sale expected to close in the second half of 2016.
February 05, 2016
Gundlach: ‘Frightening’ to See Financial Stocks So LowThe DoubleLine CEO says hes buying foreign currencies for the first time in five years.
February 05, 2016
Morningstar’s ‘Unloved’ Mutual Funds Flirt With ContrariansInvesting in the previous year's unloved" funds is a surprisingly resilient strategy, says Morningstars Russell Kinnel.
February 03, 2016
Merk Asks: Could Gold Beat Stocks?Porfolio manager Axel Merk suggests that investors look at history, especially periods of low interest rates.