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
Bill Gross: Hunker Down for Global Currency War
By Gil WeinreichIt was actually the U.S. that fired the first shot in a currency war whose risks investors must mitigate through conservative investments, Janus' Gross warns.
February 27, 2015
71% of Investors Seek Sustainability: Morgan StanleySustainable business practices and investment options are becoming increasingly important to investors, according to a survey by Morgan Stanley.
February 26, 2015
How Much Is an Advisor Worth? Eric Nelson Does the MathWhen a prospect balks at paying advisory fees, Eric Nelson shows the value he adds and what the absence of an advisor can cost.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 24, 2015
Is Your China Glass Half Empty or Half Full?There will be two competing perspectives on Chinas 2014 economic performance.
February 24, 2015
Gold Bug Merk: The Risks of GoldAs a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
February 24, 2015
The Real Reason Pensions Rely on Consultants and Past PerformanceNeither picking fund managers with good track records nor taking the advice of investment consultants leads to better performance. So why do pensions do it?
February 23, 2015
Finding Your Client’s Place on the Efficient FrontierModern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.