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: Long Bond ‘Melt-Up’ Coming
By Gil WeinreichStar bond manager Jeffrey Gundlach roused Altegris conference attendees with a bullish call on long-term bonds, poised, he says, for a melt-up.
May 13, 2014
10 Myths About Momentum Investing: AQR CapitalA new paper by AQR Capital Management seeks to lend intellectual respectability to oft-derided momentum investing.
May 13, 2014
At Envestnet’s Advisor Summit, It’s All About InnovationWith a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnams Bob Reynolds to Wireds Chris Anderson.
May 12, 2014
Investors Flee Bubbly Valuations, Seek Value: TrimTabsTrimTabs CEO David Santschi says investors have made a massive shift from growth to value stocks this spring, creating opportunity for traders sifting through carnage.
May 12, 2014
Ric Edelman: What’s Wrong With IRAs, 401(k)s, and the Industry That Sells ThemThe outspoken Edelman talks to ThinkAdvisor about how Wall Street preys on investors, the unconventional structure of his practice and why he opposes mutual funds.
May 11, 2014
A Fresh Look at Portfolio Construction: Getting StartedAdvisors who fail to have a well-defined and repeatable method of determining where client capital should be invested do so at their own peril.
May 09, 2014
10 Things to Know About How Investments Are TaxedAmong the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
May 09, 2014
Emerging Markets Dominate Global GDPPortfolios have not caught up with this shift, says analyst Jan Dehn of Ashmore.