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
How Much Income Do Retirees Really Need?
By Michael FinkeDo percentage-based rules of thumb for replacing pre-retirement income say, 80% make sense? Michael Finke weighs in.
July 29, 2015
‘We’ve Got to Be Close to the Bottom’ on Energy: Cushing FounderWith low energy-equity prices and robust yields, investors should consider "gradually" getting back into the sector, says Cushing founder Jerry Swank.
July 29, 2015
Grantham: 10 Quick Thoughts to Ruin Your SummerJeremy Grantham lists the potential threats to our well-being in GMOs quarterly letter.
July 25, 2015
Why Investors Should Buy, Not Sell, Commodity FundsDespite a recent run of poor performance, broad-based commodity funds can bolster a portfolio in the long term, Direxion's head of alternatives says.
July 25, 2015
Top Portfolio Products: IndexIQ Launches 3 Hedged ETFsBarclays partners with Roubini to roll out tradable equity indexes that aim to provide enhanced beta.
July 24, 2015
SMA Manager of the Year Duane Roberts on 'Impact' InvestingCan an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
July 23, 2015
SMA Strategist Manager of the Year Gary Miller on Modern Portfolio TheoryMiller, winner of the premier Strategist award for Frontier Asset Management, says the firm's process starts with Markowitz, "but we work very hard at better inputs."
July 23, 2015
Top 10 Mutual Fund Firms Most Trusted by Advisors: CogentAn advisors trust in an asset manager has the biggest impact on whether they will invest with that company, a Cogent study finds.