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
Just 18% of Advisors Think Fed Will Hike Rates This Month: Fidelity
By Janet LevauxHowever, more than 60% expect the Federal Reserve to bump up interest rates in 2016, the poll finds.
September 14, 2015
10 Funds Get New Morningstar RatingsSeveral funds are upgraded, while others get downgraded by analysts with the research group.
September 14, 2015
PIMCO, Fidelity Stung by Collapse of Petrobras’ 100-Year BondThe two fund groups are among the three biggest holders of the securities, which have fallen 15%.
September 14, 2015
Goldman: Stocks to Own, Avoid When the Fed Is Hiking RatesKeep this list handy as Janet Yellen and colleagues consider a jump in interest rates.
September 13, 2015
Top 20 Commodities Funds in 401(k)s: BrightScopeAbout 1% of 401(k) assets are in commodities funds, the research firm says.
September 10, 2015
REITs Weaken Slightly Less Than Equities in August: NAREITDividend yields on the asset class are roughly 4%, ahead of the S&P 500, the industry group says.
September 09, 2015
Gundlach Channels ‘Rocky Horror’: ‘Janet, Don’t Raise Rates!’The DoubleLine CEO quotes "Rocky Horror" and Hemingway and says he understands why Donald Trump has gotten traction in the presidential polls.
September 04, 2015
Independent or captive? There are pros and cons to eachCarefully consider the benefits you'll receive from each method of training before selecting an entry to the industry.