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
Fund Managers Chilling Out About China, See No Fed Rate Hike in 2015
By Michael S. FischerOnly 47% of fund managers see a Fed rate hike this year, down from 58% in September, according to Merrill's monthly poll.
October 09, 2015
Ritholtz: The World Is Ending? Invest as If It Won’tUpon learning that the apocalypse is nigh, the proper trade is to go long, not short.
October 06, 2015
Big Money Managers Fall Short in Disclosing ESG Investment Strategies: ReportMore and more money managers are taking environmental, social and governance factors into account, but many aren't telling investors about their criteria, US SIF found.
October 06, 2015
12 Worst Financial Advisors in America: 2015Trading on religion and military service proved to be no barrier for some errant financial advisors.
October 01, 2015
How Investors Can Grab ‘Return Gap’: Research Affiliates’ HsuJason Hsu tells Morningstar ETF audience that human behavior pushing investment flows is largely to blame for investing underperformance.
September 29, 2015
M&A Activity on the Rise for Small-Cap CompaniesM&A activity continues to thrive in the small-cap space, and its easy to see why: Companies need to put excess cash to work.
September 28, 2015
More Volatility, More Problems: Solving the Dilemma of Long-Term InvestingCreating multi-decade investing plans is an exercise in asset allocation, investor psychology and expectations management.
September 28, 2015
How Google Makes Investing WorseThe powerful search engine is a dangerous tool, Marshall Jaffe warns.