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
10 Ways Wealth Management Firms Can Beat Rivals: Mercer
By Emily ZulzMercer identifies the strategies advisors need to improve investment results in a low-return environment, reduce risk and contain costs.
January 07, 2015
Bob Doll’s 10 Predictions for 2015 on Markets, EconomyThe Nuveen equities guru sees a good year for markets, though more volatility, with the highest GDP growth since 2005.
January 06, 2015
Bill Gross: ‘The Good Times Are Over’The Janus manager locates the current market at the end of a decades-long, credit-fueled supercycle, noting the time for risk taking has passed.
January 06, 2015
Oil’s Plunge Bad for Markets, Good for Economy: ExpertThere's "bleeding" into equities, notes Quincy Krosby of Prudential Financial, but few job losses in the energy field.
January 05, 2015
Top 18 Fund Managers of 2014: MorningstarVanguard and JPMorgan grabbed the most nominations for Morningstar's annual U.S. Fund Manager of the Year awards.
January 05, 2015
Janus Capital’s Gross, Scholes, Maris Open 2015 PlaybookJanus top experts dont agree on every prediction, but they all see a volatile ride ahead.
January 03, 2015
6 Portfolios to Avoid in 2015When clients build their portfolios based on the hottest investing trends, advisors have a seek-and-destroy mission on their hands.
December 31, 2014
Time to Add Profitability to Portfolios: Eric NelsonServo Wealth Management expert finds that including profitability as a portfolio factor both boosts returns and lowers risk.