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
Surprising Pick for Safety, High Returns: Emerging Market Stocks
By Gil WeinreichEmerging 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
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.
June 23, 2014
13 Best & Worst 529 College Savings Plans of 2014: MorningstarThinkAdvisor whittled down Morningstars look at 84 college investment plans to see which ones do it right and wrong.
June 23, 2014
Is the Market Efficient? Cliff Asness Says Yes, and NoAt Morningstar, AQR Capitals leader presents Fama and Shillers arguments and says he has learned to live with my schizophrenia.
June 20, 2014
The Contrarian Play: Emerging Markets Energy SectorEmerging markets natural resource companies can be dirty companies, but theyre dirt cheap.
June 20, 2014
‘Bonds’ Limited Upside’ Points to Role for Gold, Says Gold CouncilGold is much less correlated to stocks than many other alternatives, the council says; it's the main ingredient in the World Cup trophy, too.