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
Three Ways to Invest in Japanese Growth
By Kenichi AmakiThe sustained growth of Asia and Japans increasing integration with the rest of Asia is what makes Japans equity markets attractive.
August 17, 2015
Morningstar: Jason Turner Helps Great Lakes Set ExpectationsChicago firm follows SRI principles to find good corporate actors that make good investments.
August 14, 2015
Morningstar: Steve Wruble of RiskX on Timelines and RiskInvestment firm looks no more than 90 days out as it considers tactics and strategy.
August 14, 2015
Morningstar: GuideStone's Duggan on Religious-Based InvestingChristian-screened funds can stand on their own as investments, CIO Ron Duggard of GuideStone argues, plus "everyone screens" in some way.
August 14, 2015
Hedge Funds Bloodied by China Rout in Worst Month Since 2011Some of these investments had their worst performance since 2011, suffering double-digit losses.
August 14, 2015
Gross’ Fund Rises After Tweaking ‘Shorts of a Lifetime’The Janus (ex-Pimco) fund manager anticipated a slump for German debt and Chinese equities; Janus Global up 0.8% in July, 1.6% YTD.
August 13, 2015
Ultra-Wealthy Buy Luxury Homes for Diversification, Foreign CitizenshipUltra-wealthy individuals globally are increasingly confident in real estate purchases, Wealth-X and Sothebys reported.
August 13, 2015
Morningstar to Launch ESG Scores for Mutual Funds & ETFsFor the first time, investors will be able to use ESG factors to compare global funds across categories, relative to benchmarks, and over time.