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
Hennessy Funds’ Chief Sees Dow at 20,000, ‘Loves’ Japan
By James J. GreenWith the yield on the Dow at nearly 2.2%, Neil Hennessy says hes not going out on a limb in forecasting a continuance of the bull market.
November 12, 2014
BlackRock’s Rieder Fund Snags PIMCO AssetsRieder, who runs the $4.1 billion fund, has delivered 7% over the past year, making it the top bond fund.
November 11, 2014
Tiger 21 Investors Allocate More to Cash, Private EquityUltra-wealthy investors are looking for more security now while preparing for the next investing opportunity.
November 09, 2014
Unpopular Stocks Beat Popular Ones: StudyThe hottest stocks are riskier and produce lower returns than their less popular counterparts, say Roger Ibbotson of Yale and Tom Idzorek of Morningstar.
November 07, 2014
Top Portfolio Products: PowerShares Adds Commodity Strategy to ETF LineupFirst Trust, Northern Trust, Cambria ETF Trust and ARK also launched ETFs.
November 07, 2014
Smart Beta Is First Among Equals in Schwab’s BookAnthony Davidow may be unique among financial executives in managing to express a viewpoint in his job title: alternative beta and asset allocation strategist.
November 05, 2014
Bernanke Recalls ‘Panic’ During Fed Tenure, Defends QEAt Schwab Impact, the former Fed chairman defended QE, offered reassurance on inflation, cracked a few jokes and discussed his legacy.
November 04, 2014
What Low Oil Prices Mean for MLPsHow likely is it that MLPs will recover (and even outperform) after weakening tied to falling energy prices?