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 Year Nothing Worked: Stocks, Bonds, Cash Go Nowhere
By Lu Wang, Bloomberg"This year is a wake-up call to think about lower returns for the next several years," says BMOs Lowell Yura.
December 28, 2015
20 Things Bob Rodriguez Is Watching in 2016The famed money manager anticipates a dramatic and pivotal year.
December 28, 2015
Investment Advice That Will Pass Time's TestBob Seawright's best investing advice for 2016: stop following what's hot.
December 28, 2015
The Growing Influence of Impact InvestingThe 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
Morningstar Pessimistic on U.S. Growth in 2016 — Compared to OthersAnalysts share where weakness lies and the factors inhibiting expansion in different economic sectors.
December 28, 2015
Bull Market Getting ‘Long in the Tooth’: MorningstarInvestors (and advisors) may want to look at "value plays," as earnings dip and the market shows signs of "late-cycle behavior."
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.