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
Fossil Fuel Divestment: Portfolio Consequences and Strategies
By Daniel S. Kern, Gerard Cronin, CFAOur research suggests that institutions could be better served by a divestment portfolio than individuals, but theres much more to the story.
April 21, 2015
Schwab Marries Strategic Beta, Market-Cap StrategiesSchwabs Tony Davidow believes theres a role for active, market-cap and fundamental index strategies in building portfolios.
April 19, 2015
Top Portfolio Products: SSGA Rolls Out Multi-Factor SPDR ETFPlus, Exceed Investments adds fund that tracks Nasdaqs structured-product index.
April 19, 2015
How to Mimic Hedge Funds With ETFsIt's a complicated, but viable, process for advisors, says Adam Patti of IndexIQ.
April 17, 2015
Under the Hood: Understanding Volatility and the VIX, Pt. 1Asked and answered: Why investors should watch volatility, what exactly is the VIX and is it really predictive of future stock market movements.
April 16, 2015
Renewable Energy Booms, Coal Energy FaltersIn 2015, the US could set new national records for annual renewable build, coal retirements, and gas burn from the power sector.
April 16, 2015
3 Sectors Where Billionaires Bought Ahead of Earnings SeasonWhere billionaire hedge fund managers like Carl Icahn, Bill Ackman and Warren Buffett placed their chips ahead of first-quarter earnings.
April 16, 2015
Gates, Pritzkers Take on Musk in $5 Billion Race for New BatteryGates is backing MITs Donald Sadoway, who says hes perfected the chemistry for a 10-ton liquid metal battery.