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
Gundlach: Don’t ‘Fight This Rally’ in Bonds
By Janet LevauxIn his quarterly outlook, the DoubleLine CEO says forecasts of a rate hike are "almost comical" and holding currencies other than the dollar is "foolish."
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?
September 03, 2014
3 Investments Retirees Should Avoid: Morningstar’s BenzMorningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.