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
What Would Scottish Secession Mean for Investors?
By Gil WeinreichMoshe Milevsky, Niall Ferguson and Axel Merk comment on the economic damage, as well as potential investor opportunity, implied by Scotland's independence vote.
September 09, 2014
Why Low Volatility Produces High ReturnsThey say theres no free lunch in economics, but investing in low-volatility stocks appears to make a gourmet banquet available at diner prices.
September 09, 2014
Morningstar Upgrades 13 Funds, Downgrades 2The research group issued new ratings on four mutual funds in August.
September 08, 2014
With BlackRock Exit, Who Will Fill Target-Date ETF Void?ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
September 05, 2014
Potential Market Crash Ahead, Axel Merk WarnsThe portfolio manager argues that U.S. recovery is based on "asset price inflation," and that a Fed pullout could send everything tumbling.
September 05, 2014
Outperforming Firms More Socially Responsible on Average: StudyCompanies with high environmental, social and governance ratings create shareholder value and are less volatile than lower-rated companies, says New Amsterdam Partners.
September 04, 2014
Smart Beta’s Low IQIndexer Ron Surz blasts Rob Arnott, PowerShares, Russell and S&P, and says the bias toward value turns growth funds into "mush."
September 03, 2014
PIMCO’s Gross Prefers Bonds to the Mattress, St. Louis Fed Not So SureBill Gross says financial assets still beat cash, yet the St. Louis Fed finds Americans have been massively hoarding cash. Time to stuff your mattress?