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
GMO’s Inker: Give High Yield a Little Credit
By Janet LevauxHigh-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 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.
February 02, 2016
20 Wealthiest Places in AmericaIf you want to build your roster of high-net-worth clients, these are the towns you should be targeting.
February 02, 2016
Best Finance Tweets of the Month: January 2016Small children argue with Janet Yellen, Wu-Tang Financial endorses a presidential candidate, and Jeffrey Kleintop quotes Flock of Seagulls.
February 01, 2016
A ‘Big Short’ Lesson About Bond LiquidityRisk analysis can benefit from tuning out the crowd.
February 01, 2016
Don’t Worry About Asia or China. Do Worry About Saudis and Mideast: Ian BremmerThe bemused markets observer suggests shorting Europe; no Brexit but maybe a Grexit, and sees possibility for more states to fail in Middle East.