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
2 ETFs That Invest in Liquid Alts
By Ed McCarthy, CFP, RICPOne fund dominates the liquid alternative ETFs category, but the investment options are expanding.
February 18, 2015
Gundlach: Fed Raising Interest Rates ‘Philosophically’DoubleLine Capital CEO Jeffrey Gundlach is also bullish on gold and thinks oil will fall further.
February 17, 2015
Under the Hood: What You Need to Know About Bond Duration and ConvexityBoth the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.
February 13, 2015
Why Active Managers Fail (and Why You Shouldn’t Fire Them)A white paper from Jeremy Grantham's GMO offers a novel explanation as to what drives manager underperformance.
February 12, 2015
How to Turn Rugs Into RichesIncreasing prices indicate that interest in high-quality antique rugs continues to grow, but especially for new collectors, caveats apply.
February 06, 2015
3 Alt Investments That Deserve an Oscar: MorningstarThese three alternative fund categories are on track for compelling but not necessarily uplifting performances this year, analyst Josh Charlson says.
February 05, 2015
GMO’s Inker: Ditch U.S. Stocks NowBen Inker says the firm is selling its "beloved" U.S. stocks; Jeremy Grantham says the Saudis will regret not cutting oil production.
February 04, 2015
Roubini, O’Neill: Oil Prices Will Rise Again SoonThe global economists disagree, though, on where oil prices will end the year.