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
The 2014 SMA Managers of the Year: Video
By James J. GreenEnvelope, please! Presenting the 10th annual SMA Managers of the Year awards ceremony, plus an interview with PM Doug Haws of overall winner Tom Johnson.
June 30, 2014
Bob Doll Judges His 10 Predictions for 2014Nuveen strategist Doll takes a midyear look at how his 10 yearly predictions have panned out so far.
June 26, 2014
Surprising Pick for Safety, High Returns: Emerging Market StocksEmerging markets stocks produce higher returns over time, but are they worth all the portfolio whiplash your clients must endure? Servos Eric Nelson says yes.
June 25, 2014
U.S. vs. Germany: ‘No Contest,’ says LPL’s CanallyThe World Cup match should be thrilling, but the economic contest has a clear winner, says economist John Canally.
June 25, 2014
BofA-Merrill Sees Weak Economy, Strong StocksAnalysts compare poor growth to Luis Suarez's baffling bite of a player in the World Cup, but point to sectors that could see upside.
June 25, 2014
In Russia, Making Big Bets Where Few Investors DareCiting John Templeton, who took a huge stake in Japan during dark times, portfolio manager David Iben seeks reward in "maximum pessimism" investing.
June 24, 2014
Ritholtz: The Shame of Alternative InvestmentsThe "Yale model" of investing no longer works, Ritholtz says, because there just aren't enough good alternative investments to go around.
June 23, 2014
Does Risk Tolerance Merely Track the Market?Do risk tolerance scores plummet in a crisis, then rise as the market recovers as many advisors perhaps think? A new study has the answer.