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
Fidelity: How Big, Cheap and Active Beats Passive
By Gil WeinreichA basis point here, a basis point there, and pretty soon youre talking real money.
May 09, 2015
Top Portfolio Products: New Funds from Matthews, Russell & U.S. GlobalThe fund families roll out products with a focus on airlines, social responsibility and multi-strategy investing.
May 08, 2015
Bill Gross: Asset Prices ‘Are Bubbled’Meanwhile, the Janus bond fund he leads attracted nearly $58 million in April.
May 08, 2015
How Long Is Long-Term Investing, Anyway?Value-oriented FPA Funds offers a textbook definition that few investors use in their decisions, but would do well to consider, Gil Weinreich says.
May 08, 2015
U.S. Unemployment Falls to Lowest Level Since May 2008A net 223,000 jobs were added in April, notably in construction and health care.
May 08, 2015
10 Win 2015 SMA Managers of the Year AwardsAnnual awards recognizing excellence in SMA investing revealed at Envestnet Advisor Summit, led by Cushings energy MLP strategy.
May 07, 2015
Biggest Impact Investors Plan 16% Boost in 2015More than a quarter of respondents said their investments had greater impact than they had expected, according to a survey.
May 07, 2015
Merk: Bubbles Pop When Everyone Piles Into the Same TradeThe currencies expert warns that investors, unlikely to correctly time the turning of the tide, should seek "true diversification" now.