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
FINRA’s Big-Brokerage Loyalty Revealed in New Bonus Plan: Lawyer
By Melanie WaddellThe proposal, which curtails mandatory disclosures, should "leave no doubt" where FINRAs loyalties lie, lawyer Patrick Burns says; recruiter Jon Henschen argues disclosure is pointless.
September 19, 2014
Gene Fama: When’s the Right Time for Active Investing? NeverThe Nobel laureate remains a true believer in efficient markets and passive investing and blasts behavioral economists who "dredge for anomalies."
September 18, 2014
BlackRock’s Koesterich: 3 Strong Headwinds Hampering U.S. EconomyAt Morningstar ETF conference, BlackRock and iShares chief investment strategist sees demographics, debt and wage stagnation keeping GDP growth in check.
September 17, 2014
Gundlach: Inflation Worries ‘5 Years Too Early’DoubleLine CEO Jeffrey Gundlach says the market is not terribly concerned on the long end when it comes to interest rates.
September 17, 2014
PIMCO’s Gross Used $45 Billion in Derivatives to Lift Fund GainBill Gross is relying on derivatives rather than Janet Yellen to raise his returns on government bonds.
September 15, 2014
7 Ways to Avoid Picking a Bad AdvisorIf a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
September 12, 2014
4 Tips for Tracking Precious MetalsWhile the relationships between economic trends and precious metals prices often make sense, sometimes obscure events can move these prices counterintuitively.
September 11, 2014
FINRA Warns About Investing in Nigeria, Lebanon, Other Frontier MarketsFINRA issued an investor alert, saying these markets have heightened risks.