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 Blasts ‘Hostile’ Investing Climate, Says ‘New Neutral’ Rate Now Zero
By Gil WeinreichThe Janus manager argues that the investing environment is so inhospitable that he is reduced to trading more than owning bonds to deliver shareholder return.
March 28, 2015
Currency Exposure: Hedge or No Hedge?Advisors should speak with investors about the dollar's strength and about diversification, DeLegge writes.
March 28, 2015
Personalized Portfolios Are Under AttackRobo-advisors and target-date funds are lulling investors into a "fairyland view of investing," and only human advisors can save them, Ron DeLegge says.
March 27, 2015
New Fund Takes Novel Approach to Protecting Against Stock Market LossesNew fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.
March 26, 2015
10 Best States for Retirement: 2015Crime, weather and taxes factor into how the states stack up, according to Bankrate.
March 26, 2015
No Financial Sacrifice Required for Sustainable Investing, Morgan Stanley FindsSustainable equity mutual funds more than hold their own against traditional funds, according to the firm.
March 26, 2015
Explaining the Market’s ExplainersOften, they seem to be saying I dont like that! but lack either the awareness or courage to acknowledge the subtext of what theyre saying.
March 23, 2015
Four Big Misconceptions Bond Investors Have Right NowMany might think that if the Fed is raising rates that the economy must be in pretty good shape but is it?